- NY Credits : 7.0
- TX Credits : 7.0
Get the basics of investment companies, their regulation and taxation, and the applicable accounting rules. Get a handle on this tricky topic before you are put to the test.
This course is most beneficial to professionals new to investment companies who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to investment companies.
Upon successful completion of this course, the user should be able to:
recognize the investment company industry;
identify accounting rules and policies;
determine investment income, shareholder accounting, expenses, and other accounts;
identify investment company qualification and taxation; and
determine reporting and regulation.