- Corporate Finance & Investment, CPE Courses Below RM200, Wealth Management
- 62 (Registered)
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Level
- Intermediate
Accreditation
- 5 SIDC CPE points
- 4 FIMM CPD points
ICF Competency Type / Title / Level
- Functional – Product / Capital Market Products / Level 3
Learning Outcome
- Analyse the different types of unit trust funds
- Analyse the benefits and disadvantages of unit trust funds
- Analyse investment myth associated with unit trust funds
- Analyse the difference between unit trust funds and Exchange Traded Funds (ETFs) and direct bond investments
Course Synopsis
Unit trust funds allow individual investors to pool their money with that of other investors to be managed by a professional fund manager. With a larger pool of funds, investors are able to utilise the resources and expertise of a team of professional experts more efficiently instead getting access to investments such as government bonds and private equities which are not easily available to an individual investor.
This e-Learning course will equip individual investors, investment advisors and consultants with the necessary comprehensive understanding of unit trust funds and to dispel some of the myth associated with unit trust investments.
Course Content
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Downloadable Notes
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Unit Trust Funds
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Benefits of Unit Trust Funds
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Disadvantages of Unit Trust Funds
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Myth Associated with Unit Trust Funds
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Exchanged Traded Funds (ETFs)
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Direct Bond Investments
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Summative Assessment