Completion Time: 90 minutes
This course presents insights into the purpose, infrastructure, functions and roles in a hedge fund, and its interaction with service providers.
It is perfect for interns and staff new to the world of hedge funds.
Self-certified CPD Hours: 1.5
Regular Price: USD 88 per person
Completion Time: 2 hours
This introductory overview covers the characteristics of a family office, and key elements of its design and infrastructure.
It is perfect for interns and staff new to the world of family offices, and for family members who may need an understanding of how family offices work.
CPD Endorsed by HKSI and CISI - CPD Hours: 2
Regular Price: USD 266 per person
Completion Time: 2.5 hours
This unit gives interns an overview of all things Private Equity fund-related, from sources of funding to the key investment stages, risk & return and more.
It is perfect for interns and staff new to the world of private equity.
CPD Endorsed by HKSI and CISI - CPD Hours: 1.5
Regular Price: USD 99 per person
1. What is Private Equity? - CPD Hours 1.5 - HKSI & CISI Endorsed
2. Fund Finances - CPD Hours 1.5 - HKSI Endorsed
3. Legal Considerations - CPD Hours 2 - HKSI Endorsed
4. Tax Considerations - CPD Hours 2 - HKSI Endorsed
5. Capital Raising & Investor Relations - CPD Hours 2 - HKSI Endorsed
6. The Investment Process - CPD Hours 2 - HKSI Endorsed
7. Deal Valuation & Performance Measurement - CPD Hours 2 - HKSI Endorsed
8. Portfolio Management - CPD Hours 2 - HKSI Endorsed
9. Financial Risk Management - CPD Hours 2.5 - HKSI Endorsed
10. Business Management and Fund Administration - CPD Hours 2.5 - HKSI Endorsed
11. Governance & Compliance - CPD Hours 2.5 - HKSI Endorsed
12. Responsible Investing - CPD Hours 2 - HKSI Endorsed
Regular Price per unit: USD 99 per person
To register for any unit, contact Lisa So on lisa.so@ipi-edu.com
1. Overview of the Hedge Funds Industry - CPD Hours 1.5 - HKSI & CISI Endorsed
2. Structuring & Setup - CPD Hours 1.5 - HKSI Endorsed
3. Capital Raising & Investor Relations - CPD Hours 1.5 - HKSI Endorsed
4. Portfolio Management - CPD Hours 3.5 - HKSI Endorsed
5. Portfolio Risk Management - CPD Hours 2 - HKSI Endorsed
6. Markets & Trading - CPD Hours 2.5 - HKSI Endorsed
7. Prime Brokerage Services - CPD Hours 1.5 - HKSI Endorsed
8. Business Management & Fund Administration - CPD Hours 2 - HKSI Endorsed
9. Operations and Technology - CPD Hours 2 - HKSI Endorsed
10. Operational Risk Management & Operational Due Diligence - CPD Hours 1.5 - HKSI & CISI Endorsed
11. Legal | Onshore & Offshore - CPD Hours 2.5 - HKSI Endorsed
12. Ethics - CPD Hours 2 - HKSI & CISI Endorsed
13. Compliance - CPD Hours 2 - HKSI & CISI Endorsed
14. Fund Governance - CPD Hours 1 - HKSI & CISI Endorsed
15. Tax, Audit and Accounting - CPD Hours 2 - HKSI Endorsed
16. Human Resources - CPD Hours 1.5 - HKSI Endorsed
17. Pitch Book Formation - CPD Hours 1.5 - HKSI Endorsed
Regular Price per module: USD 199 per person
To register for any module, contact Lisa So on lisa.so@ipi-edu.com
1. Overview of the Family Offices & Foundations of a Successful Family Office - CPD Hours 2 - HKSI & CISI Endorsed
2. Succession & Estate Planning - CPD Hours 2 - HKSI & CISI Endorsed
3. Tax Considerations - CPD Hours 1.5 - HKSI Endorsed
4. Structuring & Set-up - CPD Hours 1.5 - HKSI Endorsed
5. Governance - CPD Hours 2 - HKSI & CISI Endorsed
6. Portfolio Management - CPD Hours 4.5 - HKSI Endorsed
7. Operations, Technology & Administration - CPD Hours 2 - HKSI Endorsed
8. The Private Bank Relationship - CPD Hours 1.5 - HKSI Endorsed
9. Non-Financial Services - CPD Hours 2 - HKSI Endorsed
10. Human Resources Management - CPD Hours 1 - HKSI Endorsed
11. Philanthropy, Foundations & Impact Investing - CPD Hours 2 - HKSI Endorsed
12. Risk Planning & Crisis Management - CPD Hours 3 - HKSI & CISI Endorsed
Regular Price per module: USD 266 per person
To register for any module, contact Lisa So on lisa.so@ipi-edu.com
By Philanthropy Impact
Completion Time: minimum 80 minutes
Explore the course taster HERE.
CPD Endorsed by CISI - CPD Hours: 1.5
Regular Price: GBP 99 per person - Discount codes available for Philanthropy Impact Members
This comprehensive online learning experience is designed specifically for private client professional advisors, wealth managers and the finance industry eager to expand their expertise in the dynamic fields of impact investing and philanthropic advising and to make them aware of major drivers for providing this support to clients – to meet:
The course comprises 4 modules. Complete the minimum of 80 minutes for up to 6 CPD points.
To claim the full 6 CPD points:
Modules:
Part 1: The Context
Introduction to Philanthropy and Impact Investing: Advisors will gain a foundational understanding of drivers of change impacting on professional advisors and the purpose of the training along with key concepts and strategies that support clients' philanthropic and impact investment goals.
Part 2: Impact Investing and Its Related Regulatory Issues Relevant to Values Based Approach
Aligning Client Values with Investment Goals: The course dives into practical methodologies for integrating client values into investment portfolios, emphasising ethics and responsibility.
Part 3: Supporting Clients on Their Philanthropic Journey
Participants will learn the 23 services needed on a client’s philanthropic and impact investing journey and how to effectively support clients' philanthropic activities, from strategy development to tax considerations.
Part 4: Enhancing Your Role as a Trusted Advisor in Wealth Management
Implications of being the core and lynchpin advisor: Understand what clients are looking to do and what it means to be a trusted advisor and the benefits. The final module focuses on advisors as trusted professionals capable of guiding clients to make meaningful financial decisions that reflect their personal and societal goals.
Explore the course taster HERE.
We offer special discounts for teams on all courses. Why not call us for a chat? Contact Lisa So on lisa.so@ipi-edu.com to schedule a call
