Introduction to funds

Professional Development


Introduction to funds is a valuable resource for anyone who deals with funds as part of their role. It covers the basics of a fund, including fund types and typical structures used within the funds industry. The role of the local regulator will also be considered.

Suitable For

Junior fund administrators and those starting to work with funds.

2 CPD hours

Learning Outcomes

Having attended this course, delegates will:

  • Understand why funds exist
  • Understand common fund structures
  • Be able to identify fund types and asset classes

Seminar Content

  • Fund types
  • Fund structures
  • Investments and asset types
  • Income and charges
  • Regulations