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Accounting for Investment Funds
- Χρηματοοικ. Ασφαλιστικά Τραπεζικά - Λογιστικά/ Έλεγχος/ Φορολογικά
Αγγλικά
14 ώρες
(
4 μέρες
)
ΠΕΡΙΓΡΑΦΗ
The Cyprus Funds industry is fast becoming one of the most promising sectors of the economy. Recording formidable growth over the last few years, the country is strengthening its status as a convenient European gateway for investment funds.
This four-day course is intended to give a comprehensive overview of the technical aspects of accounting for managed funds and their financial instruments. It will cover the statutory reporting as well as basic pricing and valuation of securities held in these funds. Existing knowledge of accounting and double entry bookkeeping is not necessary as this can be covered on the course.
ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ
By the end of the programme, participants will be able to:
- Outline and analyse the reporting requirements applicable to the operations of an investment fund
- Comprehend the double entry bookkeeping process need to be followed for recording transactions carried out by an Investment Fund
- Describe and analyse the Statement of Total Earnings, Statement of Changes in Unitholders’ Net Assets, Balance Sheet, and Portfolio Statement
- Determine and describe the statutory reports required for an Investment Fund
- Describe and analyse the investment instrument and their accounting treatment
- Account for fund expenses
- Comprehend the methods used to price capital instruments
- Explain the reporting requirements applicable to the operations of an investment fund
- Explain the importance of adhering to the accounting principles and standards in order to maintain the consistency and integrity of financial information
- Explain the main principles and concepts of financial reporting
- Explain the main the Statement of Total Earnings, Statement of Changes in Unitholders’ Net Assets, Balance Sheet, and Portfolio Statement
- Develop the statutory reports required for an Investment Fund
- Choose the appropriate accounting policies to report the fund’s transactions
- Choose the appropriate methods to price financial instruments acquired or to be acquired by the fund
- Explain the main capital instruments
- Explain and interpret the corporate actions and their accounting impact
- Manage stakeholders’ expectations
- Assess the readiness of the investment fund to apply the reporting requirements
- Recommend solutions based on reports and their analysis
- Justify the importance of applying the reporting requirements
ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ
This course will benefit those from investment and commercial banking areas, fund management, as well as those who support these constituencies. Specifically:
- Financial analyst
- Financial accountant
- Budget analyst
- Personal financial advisor
- Certified public accountant
- Securities, commodities, or financial services sales agent
- Financial manager
- Alternative investment funds accountant
- Investment fund accountant
- Loan officer
ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ
Accounting concepts
- Introduction to International Accounting Standard
Key financial statements – overview and format (for a fund)
- Statement of total return (P & L account)
- Statement of changes in unitholders’ net assets
- Balance sheet
- Portfolio statement
- Summary of material portfolio changes
Statutory reporting for a fund – using real set of accounts
- Reports of fund manager, trustee, and auditors
- Audited annual financial statements
- Notes to the accounts
- Statement of NAV per unit and comparative table
- Distribution table
Double entry bookkeeping
- Transactions for an investment fund:
- Accounting for equities
- Accounting for fixed income securities
- Accounting for derivatives
- Accounting for investment income
- Accounting for fund expenses
Capital instruments
- Shares – ordinary and preference
- Fixed income – FRNs and types of bonds
- Hybrids – warrants and ADRs
- Derivatives
Corporate actions and their accounting treatment
Accounting standards on financial instruments (overview)
- IFRS 9
- IAS 39
- IFRS 7
Pricing capital instruments
- Discounted cash flows
- NAV
- NRV
- Replacement cost
- EPS
- P/E ratio
- Dividend yield
Training Style
- Illustration of key terms and concepts
- Preparation and discussion of practical examples, including mini cases
- The course will have both a theoretical and practical framework with real examples drawn from actual companies, local and international
- Activities and Break-out groups
CPD Recognition
This programme may be approved for up to 14 CPD units in Accounting and Auditing. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
Πληροφορίες Εκπαιδευτή
Μάριος Μόρτης - Trainer and Accountancy Programs Leader -BSc (Acc), MSc (Fin&Bank), FCCA
Marios Mortis holds a bachelor’s degree in Business Administration in Accounting, a Master’s in Banking and Finance, and he is a qualified Fellow Member of the Association of Certified Chartered Accountants (ACCA). Marios has developed and conducted professional training courses on corporate reporting, Accounting and Finance, and Financial Workshops. He had, also, participated to research on the area of finance and accounting at both academic and professional levels.He has many years of working experience in the accounting, audit, advisory, assurance, and banking sectors in various positions and companies in Cyprus.
During the last 7 years, Marios continued his path in the education field which is a challenging and interesting field for him. He currently holds the position of Trainer & Accountancy Programs Leader for EIMF where among others he is teaching many courses of various accountancy qualifications and open seminars, such as cash and treasury management, credit management, governance, ethics, risk management, financial reporting, budgeting, and taxation.
Αναλυτικό Κόστος Σεμιναρίου
Για Δικαιούχους ΑνΑΔ
- € 530.00
- € 238.00
- € 0.00
- € 292.00
Για μη-Δικαιούχους ΑνΑΔ
- € 530.00
- € 0.00
- € 100.70
- € 530.00
Κοστολογικές Πληροφορίες
HRDA-approved seminars are exempted from VAT for eligible organisations applying for the HRDA subsidy. A 19% VAT will apply to seminars and participants who do not qualify for the HRDA subsidy
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ
Πέμπτη - 16 Νοε 2023
Ώρα
09:00 - 12:45
ΕΚΠΑΙΔΕΥΤΗΣ:
Μάριος ΜόρτηςΤοποθεσία:
OnLine Virtual Classroom
Πέμπτη - 23 Νοε 2023
Ώρα
09:00 - 12:45
ΕΚΠΑΙΔΕΥΤΗΣ:
Μάριος ΜόρτηςΤοποθεσία:
OnLine Virtual Classroom
Πέμπτη - 30 Νοε 2023
Ώρα
09:00 - 12:45
ΕΚΠΑΙΔΕΥΤΗΣ:
Μάριος ΜόρτηςΤοποθεσία:
OnLine Virtual Classroom
Πέμπτη - 07 Δεκ 2023
Ώρα
09:00 - 12:45
ΕΚΠΑΙΔΕΥΤΗΣ:
Μάριος ΜόρτηςΤοποθεσία:
OnLine Virtual Classroom
Εκδήλωση Ενδιαφέροντος : Accounting for Investment Funds
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AGRC Certificate in Sanctions Compliance...
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31/01/2025 07:46
Αγγλικά
eLearning
CISI Risk in Financial Services...
Description This course offers a comprehensive global introduction to the major risk areas in financial services. It addresses international issues, reflecti...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 15 CPD Bundle 3...
The course includes: Market Abuse and Regulation Treating Customers Fairly and Handling Complaints in the Financial Services Sector ...
31/01/2025 07:46
Αγγλικά
eLearning
Foreign Account and Tax Compliance Act (FATCA) & Common Reporting Stan...
DESCRIPTION This course gives an in-depth overview of the two major documents that shape today’s international tax environment: the U.S. Foreign Account and ...
31/01/2025 07:46
5 ώρες (1 ημέρα)
Αγγλικά
eLearning
CySEC 15 CPD Bundle 8...
The course includes: Advanced Anti-Money Laundering for Financial Institutions International Economic Sanctions Product Governance, Suitability and Ap...
31/01/2025 07:46
Αγγλικά
eLearning
Product Governance, Suitability and Appropriateness (5 CPD Units)...
DESCRIPTION The product governance regime aims to ensure that firm’s act in a client’s best interests, including funds and related management services, to en...
31/01/2025 07:46
Αγγλικά
eLearning
Approved Persons Regime...
Approved Persons Regime awareness course for all members of firms NOT subject to the Senior Managers & Certification Regime (SM&CR) which came into effect on 7 ...
31/01/2025 07:46
Αγγλικά
eLearning
Anti-Money Laundering and Terrorism Financing Fundamentals...
Effective Anti-Money Laundering (AML) programs – to ensure AML compliance — are a fundamental requirement for obliged entities. Ensuring effective policies, pro...
31/01/2025 07:46
Αγγλικά
eLearning
AGRC Certificate in Compliance...
Faced with increasingly regulated environment, this programme offers insight into good compliance practices and the skills to lead effective compliance programm...
31/01/2025 07:46
Αγγλικά
eLearning
AIF - Alternative Investment Funds...
Description This course offers a comprehensive introduction to the Alternative Investment Funds (AIF). It addresses national and EU issues, reflecting the le...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 20 CPD Bundle 7...
The course includes: Governance, Risk Management and Compliance Fundamentals of Environmental, Social & Governance (ESG) Reporting & Compliance Ethics...
31/01/2025 07:46
Αγγλικά
eLearning
Ethereum Developer...
Description This course on Ethereum developers is designed for programmers and developers who want to take a comprehensive deep dive in writing smart contra...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 10 CPD Bundle 6...
The course includes: Financial Regulation: The International Regulatory Environment Governance, Risk Management and Compliance Digital Operational Res...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 15 CPD Bundle 7...
The course includes: Governance, Risk Management and Compliance ICAAP – Internal Capital Adequacy Assessment Process Digital Operational Resilience Ac...
31/01/2025 07:46
Αγγλικά
eLearning
Cyber Security Essentials...
We’re in an era that relies on technology more than eve. Aside from being a constant presence in our daily lives, it’s become ingrained in many of our business ...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 20 CPD Bundle 2...
The course includes: Advanced Anti-Money Laundering for Financial Institutions International Economic Sanctions Sustainable Finance Disclosure Regulat...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 20 CPD Bundle 6...
The course includes: Best Execution Overview AIF – Alternative Investment Funds Understanding Securities Financing Transaction Regulation – SFTR Fin...
31/01/2025 07:46
Αγγλικά
eLearning
Best Execution...
The FCA rules relating to Best Execution cover all ‘financial instruments’. Firms must establish and implement a Best Execution Policy, setting out details of h...
31/01/2025 07:46
Αγγλικά
eLearning
Financial Instruments and Products...
Description This course offers a condensed review of the financial services sector, with a specific focus on equities, stocks, bonds, derivatives and other f...
31/01/2025 07:46
Αγγλικά
eLearning
Creating a Compliance Culture in Financial Services (2 CPDs)...
Course Overview The aim of this self-paced eLearning course is to equip financial professionals, leaders, and compliance professionals with a comprehensive ...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC AML Certification Examination Practice and Mock Exams...
Description A set of 4 full Mock & Revision Exams in English for the latest CySEC AML Certification Examination Syllabus. ...
31/01/2025 07:46
Αγγλικά
eLearning
European Market Infrastructure Regulation (EMIR) Overview...
Description This course offers a comprehensive overview of the EMIR. It addresses the EMIR requirements, the types of counterparties and the clearing obligat...
31/01/2025 07:46
Αγγλικά
eLearning
Senior Managers and Certification Regime...
An online e-learning course aimed as an introductory overview for those working in FCA authorised firms to enable them to understand the Senior Managers and ...
31/01/2025 07:46
Αγγλικά
eLearning
AAT - The Business Environment...
This course equips students with key business concepts and practical skills necessary for navigating the dynamic and digital global business environment. It cov...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA - Managing Finance in a Digital World (E1)...
This subject provides a comprehensive overview of managing financial activities in the digital world. With all the entities of the world becoming digitized, you...
31/01/2025 07:46
Αγγλικά
eLearning
SM&CR — The Conduct Rules...
An online e-learning primer aimed as an introductory overview for those working in FCA-regulated firms to enable them to understand the Conduct Rules within ...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – RISK MANAGEMENT (P3)...
This unit explains how to identify, evaluate and manage enterprise risks. You will learn where strategic risks emanate from, how to evaluate them and understand...
31/01/2025 07:46
Αγγλικά
eLearning
Financial Crime Risk Management...
Financial crime is a well-known and widespread problem that impacts brand value and reputation, goodwill, and revenue of many organizations. In addition to t...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Case Study (Strategic Level)...
Each level of the CIMA Professional Qualification culminates in a Case Study Examination, which integrates the knowledge, skills and techniques from across the ...
31/01/2025 07:46
Αγγλικά
eLearning
Treating Customers Fairly...
This Treating Customers Fairly (“TCF”) course for all members of a firm helps them show the FCA that fair treatment of customers is at the heart of their...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Fundamentals of Ethics, Corporate Governance and Business Law (...
The learning outcomes in this subject reflect the professional standards to be demonstrated for the benefit of all stakeholders. With this in mind, the place of...
31/01/2025 07:46
Αγγλικά
eLearning
Whistleblowing...
A short online e-learning primer for those working in financial services firms explaining the rules on whistleblowing and when it may be appropriate to m...
31/01/2025 07:46
Αγγλικά
eLearning
Developing on Hyperledger Fabric 1.4...
Description This Hyperledger training course is designed for developers and who want to take a comprehensive deep dive on Hyperledger Fabric v1.4. This ...
31/01/2025 07:46
Αγγλικά
eLearning
Risk Based Approach (RBA) to Anti Money Laundering...
This course aims to describe and explain the Risk-Based Approach (RBA) procedures so that the firms focus their efforts on those areas where the risk of ML a...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Strategic Management (E3)...
This unit provides the foundation of strategic management and an understanding of the dynamics of the organisational ecosystem and how it affects the strategy o...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Case Study (Management Level)...
Each level of the CIMA Professional Qualification culminates in a Case Study Examination, which integrates the knowledge, skills, and techniques from across the...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Fundamentals of Financial Accounting (BA3)...
The main objective of this subject is to obtain a practical understanding of financial accounting and the process behind the preparation of financial statements...
31/01/2025 07:46
Αγγλικά
eLearning
Know your Client (KYC) and Customer Due Diligence (CDD)...
A key concern and significant risk for financial institutions remain the possibility of unknowingly becoming complicit in money laundering actions, where...
31/01/2025 07:46
Αγγλικά
eLearning
Hyperledger Fabric v1.4: Architecting, Designing and Deploying a Netwo...
Description This Hyperledger training course is designed for Architects and System Administrators and other professionals who want to gain a deeper understa...
31/01/2025 07:46
Αγγλικά
eLearning
Certified Blockchain Solution Architect (CBSA) with Exam Voucher...
Description This course will cover the syllabus of BTA's Certified Blockchain Solution Architect (CBSA) examination. The Certified Blockchain Solution A...
31/01/2025 07:46
Αγγλικά
eLearning
International Economic Sanctions...
Define sanctions, review the different categories and assess the purpose that they are designed to achieve. Review the global sanctions framework and the key...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 10 CPD Bundle 1...
The CPD bundle includes the following modules – Cybersecurity Awareness, Digital Operational Resilience Act (DORA), and Fundamentals of Environmental, Social & ...
31/01/2025 07:46
Αγγλικά
eLearning
Market Abuse...
Market abuse may arise in circumstances where financial market investors have been unreasonably disadvantaged, directly or indirectly, by others who: have us...
31/01/2025 07:46
Αγγλικά
eLearning
Fundamentals of Investment and Finance...
Description This course offers a general review of the financial services sector, with a specific focus on investments from a global perspective. The focus o...
31/01/2025 07:46
Αγγλικά
eLearning
CySEC 15 CPD Bundle 5...
The course includes: Corporate Governance for Financial Institutions International Economic Sanctions Fundamentals of Environmental, Social & Governan...
31/01/2025 07:46
Αγγλικά
eLearning
Conflict of Interest (COI)...
Conflict of Interest Course (FCA) This course provides staff with an understanding of Conflict of Interest, the laws and regulations that make it illegal, and t...
31/01/2025 07:46
Αγγλικά
eLearning
FCA – The Role and Approach...
This course seeks to explain the role the FCA plays in the financial services sector and its position within the overall UK economy. We look at the structure of...
31/01/2025 07:46
Αγγλικά
eLearning
AAT – Business Tax...
This course introduces UK business taxation, covering the tax calculations for sole traders, partnerships, and limited companies. Students will learn to iden...
31/01/2025 07:46
Αγγλικά
eLearning
AAT - Personal Tax...
This course provides students with a fundamental understanding of the three most common taxes in the United Kingdom: income tax, capital gains tax, and inherita...
31/01/2025 07:46
Αγγλικά
eLearning
Sustainable Finance Disclosure Regulation (SFDR) and other ESG Initiat...
Sustainable Finance refers to any form of financial service integrating Environmental, Social and Governance (ESG) criteria into the business or investment...
31/01/2025 07:46
Αγγλικά
Επιχορηγημένο-ΑνΑΔ
eLearning
CIMA - Advanced Financial Reporting (F2)...
Building on knowledge gained in F1, you will learn how to source the long-term finance needed for operations like capital investments. You will learn about grou...
31/01/2025 07:46
Αγγλικά
eLearning
CISI Global Financial Compliance...
Description Global Financial Compliance will provide you with a broad understanding of the compliance issues that arise within the financial services sector....
31/01/2025 07:46
Αγγλικά
eLearning
Building an AML Risk-Based Approach...
The risk-based approach (RBA) is central to the effective implementation of the Financial Action Task Force (FATF) recommendations. This means that superviso...
31/01/2025 07:46
Αγγλικά
eLearning
AAT - Financial Accounting: Preparing Financial Statements...
This course teaches students how to prepare financial statements, such as profit or loss statements and balance sheets for sole traders and partnerships, starti...
31/01/2025 07:46
Αγγλικά
eLearning
Compliance Monitoring and Testing...
This course explores what to consider when building a compliant Compliance Monitoring programme and how to effectively deliver reports. It considers the FCA’s r...
31/01/2025 07:46
Αγγλικά
eLearning
Establishing and Maintaining a Strong CDD Programme...
A key concern and significant risk for financial institutions is the possibility of unknowingly becoming complicit in money laundering, whereby illegitimate mon...
31/01/2025 07:46
Αγγλικά
eLearning
Financial Regulation: The International Regulatory Environment...
A key component to the development of financial markets is to agree standards of behaviour and provide mechanisms for dispute resolution. These standards, ru...
31/01/2025 07:46
Αγγλικά
eLearning
AAT – Applied Management Accounting...
This course, integral to the Level 4 Diploma in Professional Accounting, equips students with advanced management accounting skills focused on three core areas:...
31/01/2025 07:46
Αγγλικά
eLearning
AAT – Credit and Debt Management...
This course focuses on the principles and application of effective credit control and debt management systems. Organizations often extend credit to customers, w...
31/01/2025 07:46
Αγγλικά
eLearning
AAT - Introduction to Bookkeeping...
This course introduces students to both manual and digital bookkeeping systems, focusing on their documents, processes, and basic principles such as double-entr...
31/01/2025 07:46
Αγγλικά
eLearning
AAT - Principles of Bookkeeping Controls...
This course expands on prior bookkeeping knowledge, focusing on control accounts, journals, and reconciliations. It teaches students about the processes that ve...
31/01/2025 07:46
Αγγλικά
eLearning
Anti-Money Laundering (AML) for Legal Professionals and DNFBPs...
Designated Non-Financial Businesses and Professionals must have in place and implement procedures in order to identity a person (KYC) and also exercise an inves...
31/01/2025 07:46
Αγγλικά
eLearning
Consumer Duty...
In July 2022, the Financial Conduct Authority, or FCA, published a policy statement, with final rules, on its Consumer Duty initiative. This comprises a new pri...
31/01/2025 07:46
Αγγλικά
eLearning
Budgets and Financial Reports...
Money matters can be intimidating for even the smartest people. However, having a solid understanding of basic financial terms and methods is crucial to yo...
31/01/2025 07:46
Αγγλικά
eLearning
AAT – Cash and Financial Management...
This course emphasizes the crucial role of cash management within organizations and equips students with the necessary skills to make informed financing and inv...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Financial Strategy (F3)...
This unit explain the different strategic financial objectives and policy options that are open to organisations. Discuss about the types of funds available to ...
31/01/2025 07:46
Αγγλικά
eLearning
CIMA – Fundamentals of Business Economics (BA1)...
This subject primarily covers the economic and operating context of business and how the factors of competition, the behaviour of financial markets and governme...
31/01/2025 07:46
Αγγλικά
eLearning
AML Risk Assessment...
Description Risk assessment enables financial institutions to focus on their AML/CFT efforts and adopt appropriate measures to allocate the necessary resources ...
31/01/2025 07:46
Αγγλικά
eLearning
Conduct Rules for All Staff...
This module provides an overview of the individual Conduct Rules introduced by the Financial Conduct Authority (FCA) and the Prudential Regulation Authority (PR...
31/01/2025 07:46
Αγγλικά
eLearning