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Collective investment undertakings (UCIs) - further study

505 €

at 1.8 KM
House of Training Follow

• Training
• Investment
• Bank

Goals

At the end of this training:
You will have reviewed the fundamental principles of UCIs and their different categories
You will have learned how mutual funds can meet investment needs by having analyzed in
what is an investment policy, the specific risks associated with UCIs, the indicators
risk and the means used to measure its performance
You will master the pricing procedures for these products by having integrated the concepts of Net Value
Inventory and you will have a good knowledge of OPC transactions and information sources
in the matter
You will know :
How to apply diversification rules to optimize asset management
How to compare funds based on their performance and ratings / rankings
How to select a mutual fund based on the appropriate technical indicators and taking into account the market situation and your client's risk aversion
How to determine the profile of a client and apply the marketing and sales processes and techniques specific to mutual funds
How to interpret and use the different indicators and technical aspects
You will get to know the special categories of trendy mutual funds such as exchange traded funds (ETFs)
You can explain the principle of ethical management in relation to UCIs and select
the OPC corresponding to the theme sought by the client following a detailed analysis of the different
sub-categories of UCIs making up this universe (environmental funds, social funds, Islamic funds)
You will have acquired notions on the tax treatment of income associated with UCIs according to the
client's tax residence
You will have gained practical experience with UCIs through numerous examples
You will be able to analyze and explain the information included in the Key Investor Information Document
(KIID)