eLearning self studies

A comprehensive explanation of specific topic areas and provide a large range of application exercises through the use of in-depth case studies, scenarios and examples. They are longer in length and provide a deep-dive into the subject area.

Overview of Real Estate Investment Funds
Participants will be introduced to the key accounting, operational, financial reporting and high-level tax considerations associated with real estate investment funds. Participants will gain a core understanding of the business issues and processes involved in these particular funds.
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Introduction to Alternative Investment Products
Participants will be introduced to the key structural, operational, regulatory, and financial reporting considerations associated with Alternative Investment Products. Participants will gain a core understanding of the key concepts and requirements applicable to these particular funds.
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Mergers & Acquisitions for Regulated Investment Companies
This course introduces participants to the key operational, regulatory, accounting, financial reporting and high-level tax considerations associated with funds undergoing reorganization. Participants will gain a core understanding of the business issues and processes involved in fund mergers and acquisitions.
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Transfer Agent Operations & Transactions
Assists participants to build their foundation of transfer agent operations and transactions. This course also reviews both the financial and nonfinancial activities performed by the transfer agent as well as how transfer agent systems are maintained and developed.
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Introduction to Venture Capital Funds
Introduces participants to the venture capital industry and many of the key industry terms and important concepts that are unique to this type of investment. This is an introductory course which focuses on the accounting and reporting considerations of key account balances of a venture capital fund’s financial statements.
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Overview of Investment Companies
Participants will gain a basic understanding of the investment management industry as well as an understanding of the responsibilities of the investment company, reporting, operational, tax and regulatory compliance personnel.
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A comprehensive explanation of specific topic areas in a straightforward and practical manner. Essential exercises and scenarios are included to ensure complete learning in a time and cost efficient manner.

Introduction to Exchange Traded Funds (ETFs)
Participants will be introduced to the key operational, regulatory, accounting, financial reporting and high-level tax considerations associated with exchange traded funds. Participants will gain a core understanding of the business issues and processes involved in these particular funds.
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