Table of Content :
This 1-hour online course will be presented by Billy Joey in English. It is divided into five sections that could fulfill the SFC requirement under the categories of Regulated Activity (RA), Compliance (CM), and Regulatory Compliance (RC). The video content will be delivered in English.
-
1. Regulatory Requirements for EMA Client Onboarding: KYC, PI Assessment, Suitability, Risk Assessment, and More
-
2. Understanding the Fund Manager Code of Conduct (FMCC) and Its Impact on EAMs
-
3. Key Considerations for Managing Virtual Assets: AUM
-
4. Licensing Requirements for Managing Virtual Asset = 100% AUM
-
5. Tips and Strategies for EAMs and Virtual Asset Managers: Best Practices of Wealth Management Solutions
Notice before Purchase
Before making purchase, please kindly click the following link to read the requirements of CPT and our Purchasing Policy.
Course curriculum
-
-
015E Navigating Regulatory Requirements for EAM & Virtual Assets Management (RC008) (1hr)
-
015E Navigating Regulatory Requirements for EAM & Virtual Assets Management (RC008) --- Quiz
-
About this course
- $110.00
- 2 lessons
- Video content: English
- 1 Quiz
- Printing of Certificate