Finance
Collective Investment Scheme & Mutual Funds Management

Date : February 11 – 13, 2025

Duration : 3 Days

Course Fee : ₦375,000

Course Description:

Mutual Funds Management and CIS aims to educate Asset Management firms, Portfolio and Investment Managers on how to set up and also optimize their Mutual Funds Scheme, and strategies to bring about how to run a mutual fund profitably for the Asset Management firm. A Mutual Fund is a type of investment product whose risk can be very low in nature in most cases as it leverages the expertise of the portfolio manager and the law of large numbers that comes. 

This course explores the concept of Mutual Funds and understanding that it is a unitized scheme, understanding the types of mutual funds, strategies on how to kick start the fund and grow the form, and understanding the parties to the fund and their roles.

  • Introduction to the concept Mutual Funds / Collective Investment Scheme,
  • Understanding the categories of mutual funds
  • Understanding the types of mutual funds
  • Managing the Regulator of a mutual fund
  • Understanding and Managing the Parties to the Mutual Fund including the Independent member
  • Responsibilities and Ideal Governance Structure
  • Operational management Structure of a mutual fund
  • Strategies to grow a mutual fund
  • Setting up a mutual fund Trust deed
  • Understanding Asset Allocation
  • Understanding Mutual Fund Accounting

A course on Mutual Funds Management and Collective Investment scheme management would benefit Asset managers, Fund Managers, Investment Management Professionals and Portfolio Manager, Mutual funds Financial Services Enthusiasts.

Participants who attend a course on Mutual Funds Management can benefit in numerous ways, as it equips them with valuable knowledge, skills, and perspectives that can be applied across various Asset and Portfolio Management paths and industries. Here are some of the key benefits that attendees can expect:

  1. Solid understanding of Mutual Funds / Collective Investment Scheme concepts.
  2. Gain a competitive edge in the marketplace by structuring a mutual fund portfolio efficiently.
  3. Enhances stakeholder engagement and responsible business practices that can help attendees build strong relationships with customers, parties to the fund and the regulator. Investors, and communities.
  4. Learn winning strategies on growing a mutual fund portfolio
  5. Understanding Mutual Fund Accounting
  • Guest speakers who are Mutual Fund Managers.
  • Guest speakers who are Mutual Fund Accountants.
  • Quizzes and assignments assessing understanding of mutual funds concepts.
  • Group projects applying strategies to growing a mutual fund to real-world scenarios.
  • Final exam or assessment evaluating overall comprehension and practical application.