Global Core · GC01

Global Core: AML/CFT for Fund Management Teams

A fund-specific global foundation in money laundering, terrorism and proliferation financing risk, investor due diligence, beneficial ownership, PEPs, source of funds and wealth, monitoring, red flags and escalation.

COURSE OVERVIEW

Designed for practical application.

A fund-specific global foundation in money laundering, terrorism and proliferation financing risk, investor due diligence, beneficial ownership, PEPs, source of funds and wealth, monitoring, red flags and escalation.

What you will be able to do

  • Explain ML, TF and PF risk in fund structures.
  • Apply a risk-based approach to investors and counterparties.
  • Recognise beneficial-ownership, PEP and source-of-wealth concerns.
  • Identify and escalate suspicious activity without tipping off.

Course structure

01 Financial-crime risk in funds
02 Investor due diligence
03 PEPs, source of wealth and enhanced diligence
04 Monitoring and red flags
05 Suspicion, escalation and tipping off
06 Governance, records and role-based learning

Assessment and evidence

ASSESSMENT

Module knowledge checks and a ten-question final assessment; pass mark 80%.

LEARNING EVIDENCE

Authenticated progress, assessment result, completion record and printable certificate.

GC01

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