Investment Funds

Corporate
Digital Skills

Business Management and Finance

Duration

10 a.m.

PRESENTATION

This formation of Investment Funds provides specialized training in financial sector, focusing on collective investment institutions and investment funds. It is designed for professionals who are looking to gain a deep understanding the regulations governing these entities, explore the various types of investment funds, and gain knowledge about investment strategies active and passive management. It also allows participants to iidentify and evaluate the most profitable mutual funds.

Throughout this course, the professionals develop key skills in the field of finance and investment, which enable them to make decisions fundamental financial concepts with confidence and insight. This course offers a solid foundation in the world of investing and finance.

Objectives

  • Understanding the Regulation of IICs in Spain.

  • Distinguish between various mutual funds.

  • Sort mutual funds.

  • Analyze real estate funds.

Syllabus

TEACHING UNIT 1. REGULATION IN SPAIN.

  1. Spanish regulations governing investment funds (IICs) regarding fund structures and products, financial provisions (assets, limits), and fees and expenses.
  2. The various financial investment institutions: funds and securities investment companies.

TEACHING UNIT 2. INVESTMENT FUNDS.

  1. Classification of Investment Funds.
  2. Characteristics of real estate investment funds.

TEACHING UNIT 3. ASSETS AND LIABILITIES.

TEACHING UNIT 4. ABILITY TO RECOMMEND A FUND BASED ON ITS PERFORMANCE.

  1. Measures of central tendency: analysis of the return-risk relationship.
  2. Key Ratios in Benchmark-Based Management.
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Are the Educa PHAROS courses eligible for credit?

Many courses can be credited toward the master's programs at Structuralia.

Facts about our area

+ 1.483

Hours

+88.999

Minutes

264

Courses

Educa PHAROS is a next-generation training model that places a company’s human capital at the forefront. Through a platform that adapts to each company’s corporate identity and offers a total of more than 900 courses, it provides tailored training for each organization. The unlimited flat-rate plan provides each company with the number of courses that best suits its needs, as well as the ability to determine which employees will have access.
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