Unit Trust Course


Unit Trust Course
@ Ceylon Exchange Mentoring

This course is available to study as an Online Course.

Course Content

  • Define Mutual Funds ( Unit Trusts )
  • Explain the Sri Lankan context in terms of Unit Trusts
  • Explain who could invest in a Unit Trust in Sri Lanka
  • Advantages and Disadvantages of Mutual Funds
  • Main Types of Mutual Funds
  • Calculation of the Net Asset Value (NAV) of a Mutual Fund
  • Organizational Structure of a Mutual Fund
  • Primary Classes of Mutual Funds
  • Other Classes of Mutual Funds
  • Calculation of Returns from Mutual Funds
  • Costs involved in Investing in Mutual Funds
  • Procedure of Purchasing Units in a Mutual Funds
  • Analysis of the Fund Managers Report
  • Understand Explanatory Memorandums
  • Industry Analysis

     

Lecturer 

  • Mrs. Vindhya Jayasekera
    CFM, FRM
    MSc Finance (Illinois) 
    BSc Eng Hons (Moratuwa)

 

Duration

2 days

Course Fee

3000 LKR

Course Level

Training

Location

Malabe

Category

Finance

Contact Details

+94 117 117503, +94 76 3953781

https://www.cem.lk

No. 820, Mount Cresent , Malabe

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