Fund Governance · FS02
Fiduciary Oversight for Managed Funds
A control-focused course covering member and investor interests, conflicts, compliance plans, valuation, liquidity, service-provider challenge, incidents and board evidence.
Designed for practical application.
A control-focused course covering member and investor interests, conflicts, compliance plans, valuation, liquidity, service-provider challenge, incidents and board evidence.
What you will be able to do
- Translate fiduciary and fund-operator duties into practical governance controls.
- Recognise structural and transaction-level conflicts of interest.
- Challenge valuation, liquidity, asset-safeguarding and service-provider arrangements.
- Structure effective incident, breach, remediation and board-reporting evidence.
Course structure
01
The fiduciary oversight mandate
02
Decision-useful governance information
03
Conflicts of interest
04
Valuation, liquidity and fund controls
05
Service-provider oversight and challenge
06
Incidents, breaches and remediation
Assessment and evidence
ASSESSMENT
Applied knowledge checks and a ten-question final assessment; pass mark 80%.
LEARNING EVIDENCE
Authenticated progress, assessment result, completion record and printable certificate.
FS02
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