Governance · GOV01

Board and Senior Management Accountability in Fund Firms

Practical governance for directors and senior managers overseeing investment, conduct, risk, operations, outsourcing and regulatory obligations.

COURSE OVERVIEW

Designed for practical application.

Practical governance for directors and senior managers overseeing investment, conduct, risk, operations, outsourcing and regulatory obligations.

What you will be able to do

  • Distinguish oversight from day-to-day management.
  • Challenge management information and control effectiveness.
  • Document decisions, escalation and remediation.

Course structure

01 Governance roles and accountability
02 Risk appetite and control environment
03 Delegation and oversight
04 Management information and challenge
05 Incidents, breaches and remediation
06 Board records and regulatory engagement

Assessment and evidence

ASSESSMENT

Board-case assessment; proposed pass mark 70%.

LEARNING EVIDENCE

Completion record and certificate.

GOV01

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