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.

Online Classroom

online classroom

This course will be delivered through Online Classroom Live.

Please read our Online Classroom for Professional Development FAQ

Suitable For

Junior fund administrators and those starting to work with funds.

2 CPD hours
2 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

Course Content

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