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| Organiser: |
Fund-Academy AG, Zurich |
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| Objective of the course: |
Thematic focus lies on the Swiss funds business (jurisdiction: Swiss fund law). In regard to contents and structure, the course is geared to market and product practice Switzerland. Course imparts basic knowledge of fund business in an understandable, comprehensible language. Participants make themselves familiar with the variety of technical terms and definitions and get to know the fundamental context of the fund business (and other collective investment schemes). Special attention to expression (explain something in own words) and ability to draw facts in a simple way. Means of the tuition: press coverage of funds (daily and financial papers), fund information in the internet, fund prospectus, fund fact sheets, regulations and annual reports. |
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| Contents: |
Contents in keywords: fund market Switzerland, objectives and benefits of funds, fund law and regulations, fund structures and categories (also funds for specific client segments), key figures, costs, fund linked portfolio management, overview and forms of collective investment schemes (including comparison to structured products). The following questions will also be answered: How can a recommended, promising investment vehicle be analysed? What are the related risks? Is the promised performance reliable? |
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| Target group / requirements: |
Suitable for product and operations management, client and investment advising, fund marketing, distribution, administration, custody, assistants in the area of the investment funds business or career changers (banks, fund management companies, insurance companies, asset management, fund representatives etc.)
Basic knowledge in banking and finance is helpful.
Follow-up course is the Fund Operations Specialist FA. |
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| Lead and organisation: |
Sandra Weisstanner-Greutmann, Fund-Academy AG, Zurich |
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Duration: |
4 afternoons |
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| Tuition fee: |
Course, including test and teaching material: CHF 2'100 (VAT not included; please refer to company agreements for individual rebates) |
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| Certificate: |
"Forum for collective investment schemes"
Precondition: attend all modules and successfully pass the test |
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