A collective investment undertaking (CIU) is the one that aims to raise funds, assets or rights from the public to manage and invest them in assets, rights, securities or other instruments, financial or not, provided that the investor’s yield is established based on the collective results generated.
Collective investment undertakings
Module 0
Introduction
Module 1
Family budget management
Module 2
Basics of financial decision-making: Financial instruments, characteristics, core variables and decision criteria
Module 3
Financial decision-making by entrepreneurs, businesspersons and professionals
Module 4
The psychology of financial decisions
Module 5
The interpretation of economic-financial information
Module 6
The quantification of the economic financial information
Module 7
The role and functions of the financial system
Module 8
The digital transformation process
Module 9
The legal framework
Module 10
The use of means of payment
Module 11
Deposits
Module 12
Loans and credit facilities
Module 13
Fixed income
Module 14
Equity securities
Module 15
Collective investment undertakings
Module 16
Retirement products
Module 17
Other financial products and services
Module 18
Exercises
