• To provide a structured approach to the understanding of investment funds
  • Participants will acquire an understanding of the challenges of the financial sector through a review of the economic environment, the markets in financial instruments and the fund industry
  • To acquire an understanding of the added value of funds and the basic principles of fund management in general and dedicated funds in particular


  • The economic environment of banks and investment funds
  • The market in financial instruments
  • The financial products
  • Portfolio management
  • The principles of fund management
  • Investment profiling and strategic issues