Know the FUNDamentals EN Luxemburg
Know the FUNDamentals
Legal/Compliance, Product & Operations Management, Taxes
Target group, previous knowledge
- Our Know the FUNDamentals (KtF) is particularly suitable for career changers and those re-entering the world of collective investment schemes.
- Participants already have practical experience in the world of collective investment schemes
- Know the FUNDamentals offers participants the opportunity to deepen the knowledge of funds quickly and in a targeted manner for the requirements of professional activity
- As supplementary training for Swiss Fund Officers: Know the FUNDamentals Luxembourg. By passing the certificate examination of the KtF, they acquire the title "International Fund Officer".
Course description
- Compact course, 3 days, including certificate examination
- Current developments and expansion of product knowledge LUX
- Uniform terminology for professional exchange of participants
- Broadening and deepening knowledge about collective investment schemes
- All important contexts and regulatory basics
- Very practical with use of fact sheets and fund regulations, also linking knowledge with legal texts
- Active exchange between lecturers and participants
Table of contents
- LUX/EU fund market, fund classifications
- Legal basics, introduction to risk management, in-depth knowledge of licensees
- NAV calculation, forward pricing, pricing
- Basics of taxes and auditing Luxemburg
Teaching and learning format
- Preparation: reading, asking questions, preparing, individual to individual learning modules.
- Listening: presentations (experts), exchange, translating content into own language.
- Individual as well as group work and presentations, Q&A
- Processing: reading, asking questions and deepening
Prices
| Course Know the FUNDamentals | 2'950 plus VAT | |
| Certificate test Know the FUNDamentals | 500 plus VAT |