Fund Operations · OPS01

Valuation Governance and NAV Oversight

Control frameworks for pricing, valuation uncertainty, NAV review, errors, escalation and oversight of administrators and valuation providers.

COURSE OVERVIEW

Designed for practical application.

Control frameworks for pricing, valuation uncertainty, NAV review, errors, escalation and oversight of administrators and valuation providers.

What you will be able to do

  • Map valuation roles and independence requirements.
  • Challenge prices and valuation assumptions effectively.
  • Respond to NAV errors and valuation exceptions.

Course structure

01 Valuation governance
02 Pricing sources and hierarchies
03 Hard-to-value assets
04 NAV production and oversight
05 Errors, thresholds and remediation
06 Committee reporting and records

Assessment and evidence

ASSESSMENT

Control-case assessment; proposed pass mark 70%.

LEARNING EVIDENCE

Completion record and certificate.

OPS01

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