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Investment Funds - Fundamentals

Investment Funds

Description

Objectives

By the end of this course, you will be familiar with the basic principles of how investment funds work:

  • Understand the basic concepts of UCIs
  • be able to cite the legal aspects of UCIs
  • understand how UCIs work
  • To understand the standard transactions
  • distinguish between the major fund types
  • understand the players in the UCI industry

Programme
  • Definition of UCI 
  • Background to the UCI industry 
  • Legal aspects 
  • Technical aspects 
  • Classification of UCIs 
  • Players in the fund industry
Procedure

This training is offered in blended-learning, you will receive access to a preparatory course in e-learning 5 days before the course.

Conditions

Course Material

Please note that for environmental reasons no paper version of the training material will be provided for your training. The course material can be downloaded free of charge via your portal before the start of the course (download the Client Portal User’s Guide here). You will be able to view it on the screen of your mobile device or print it if necessary. If your registration has been made by a training manager of your company please contact him/her so that he/she can give you access to it or send it to you.

Exam

For this training course, an optional exam is available. In case of interest, candidates can choose a date from the list of proposed examinations sessions. Registration for the exam must be made at least five days before the chosen exam date. The exam is subject to a registration fee.

Certificate

At the end of the training, the participants can download a certificate of attendance from their client portal House of Training.

Location
Chambre de Commerce Luxembourg
7, rue Alcide de Gasperi
L-1615 Luxembourg
Luxembourg
Calculate the itinerary

Sessions and schedules

Download the schedule (PDF)

  • Thu 16.01.2025

    08:30 to 17:30

    8H

    Investment Funds - Fundamentals

    Chambre de Commerce Luxembourg

  • 2H

    E-learning - Financial Instruments

    E-learning

Download the schedule (PDF)

  • Tue 08.04.2025

    08:30 to 17:30

    8H

    Investment Funds - Fundamentals

    Chambre de Commerce Luxembourg

  • 2H

    E-learning - Financial Instruments

    E-learning

Download the schedule (PDF)

  • Wed 17.09.2025

    08:30 to 17:30

    8H

    Investment Funds - Fundamentals

    Chambre de Commerce Luxembourg

  • 2H

    E-learning - Financial Instruments

    E-learning

Download the schedule (PDF)

  • Fri 17.10.2025

    08:30 to 17:30

    8H

    Investment Funds - Fundamentals

    Chambre de Commerce Luxembourg

  • 2H

    E-learning - Financial Instruments

    E-learning

Duration 1H

Location Chambre de Commerce Luxembourg

  • Tue 07.01.2025 08:45 to 11:45
  • Tue 14.01.2025 08:45 to 11:45
  • Tue 21.01.2025 08:45 to 11:45
  • Tue 28.01.2025 08:45 to 11:45
  • Thu 30.01.2025 08:45 to 11:45
  • Tue 04.02.2025 08:45 to 11:45
  • Tue 11.02.2025 08:45 to 11:45
  • Tue 25.02.2025 08:45 to 11:45
  • Thu 27.02.2025 08:45 to 11:45
  • Tue 04.03.2025 08:45 to 11:45
  • Tue 11.03.2025 08:45 to 11:45
  • Tue 18.03.2025 08:45 to 11:45
  • Tue 25.03.2025 08:45 to 11:45
  • Thu 27.03.2025 08:45 to 11:45
  • Tue 01.04.2025 08:45 to 11:45
  • Tue 22.04.2025 08:45 to 11:45
  • Fri 25.04.2025 08:45 to 11:45
  • Tue 29.04.2025 08:45 to 11:45
  • Tue 06.05.2025 08:45 to 11:45
  • Tue 13.05.2025 08:45 to 11:45
  • Tue 20.05.2025 08:45 to 11:45
  • Thu 22.05.2025 08:45 to 11:45
  • Tue 27.05.2025 08:45 to 11:45
  • Tue 03.06.2025 08:45 to 11:45
  • Tue 10.06.2025 08:45 to 11:45
  • Tue 17.06.2025 08:45 to 11:45
  • Tue 24.06.2025 08:45 to 11:45
  • Thu 26.06.2025 08:45 to 11:45
  • Tue 01.07.2025 08:45 to 11:45
  • Tue 08.07.2025 08:45 to 11:45
  • Thu 10.07.2025 08:45 to 11:45
  • Tue 15.07.2025 08:45 to 11:45
  • Tue 16.09.2025 08:45 to 11:45
  • Tue 23.09.2025 08:45 to 11:45
  • Thu 25.09.2025 08:45 to 11:45
  • Tue 30.09.2025 08:45 to 11:45
  • Tue 07.10.2025 08:45 to 11:45
  • Tue 14.10.2025 08:45 to 11:45
  • Tue 21.10.2025 08:45 to 11:45
  • Tue 28.10.2025 08:45 to 11:45
  • Thu 30.10.2025 08:45 to 11:45
  • Tue 11.11.2025 08:45 to 11:45
  • Tue 25.11.2025 08:45 to 11:45
  • Thu 27.11.2025 08:45 to 11:45
  • Tue 02.12.2025 08:45 to 11:45
  • Thu 04.12.2025 08:45 to 11:45
  • Tue 09.12.2025 08:45 to 11:45
  • Thu 11.12.2025 08:45 to 11:45
  • Tue 16.12.2025 08:45 to 11:45
  • Thu 18.12.2025 08:45 to 11:45