Advanced Certificate in Fund Establishment: Essentials of Fund Administration (Synchronous E-Learning)
About This Course
This module emphasises essential for operational success and regulatory compliance. Enabling an understanding of the comprehensive insights into managing administrative tasks effectively in the context of Singaporean fund management. Participants get to understand how fund managers oversee daily operations, including communicating with investors, processing transactions, including, financial costings, financial modelling, financial transactions, and financial reporting, all crucial for operational efficiency and maintaining regulatory compliance standards. Upon completion of the module, participants will be able to ensure an ethical culture where portfolio and investment risk management is managed with proper data entry and ensuring accurately handling of information that is vital for informed decision-making and regulatory adherence.
What You'll Learn
1. Explain fund administration's functions and responsibilities within the fund management ecosystem.
2. Understand account management and the critical role of fund administration, analyse common challenges faced, and apply effective strategies for overcoming them.
3. Identify prevalent challenges, such as portfolio and investment risk management issues and regulatory compliance reporting complexities, enabling a comprehensive understanding of their impact.
4. Apply practical strategies for overcoming these challenges include implementing efficient systems and processes, staying updated with regulatory changes, and ensuring continuous compliance.
Entry Requirements
Min Diploma and at least 2 years of working experience