Investment Management: Industry Overview
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Description
Are you and auditor or accountant who is new to the investment management industry? Investment companies are special types of companies, and as a result, their accounting is different from that of a normal operating company too! Do you know what makes the accounting special? Overall, this investment company accounting overview course (1.0 CPE credits) provides a comprehensive introduction to the investment company landscape, covering industry fundamentals, key players, and essential U.S. GAAP accounting guidance (ASC 946).
Specifically designed as the starting point in our Investment Management Industry Fundamentals learning path, this investment company course explores:
- Characteristics of Investment Companies – Learn what defines an investment company and its core attributes.
- Investment Strategies & Categories – Understand the various investment approaches and fund types.
- Capital & Legal Structures – Discover how investment companies are structured and operated.
- Key Industry Players – Identify the roles of fund managers, custodians, administrators, and auditors.
- U.S. GAAP & IFRS Differences – Compare the accounting frameworks for investment companies.
In conclusion, this course is ideal for accountants, auditors, and financial professionals beginning their careers in investment management or seeking a solid foundation in investment company accounting. As a result, topics covered in this investment company accounting overview course include:
- Characteristics of an investment company under ASC 946
- Operations of an investment company
- Definition of an investment company under U.S. GAAP
- Introduction to investment company accounting under ASC 946
Master the essential concepts of accounting for investment management companies and gain the knowledge needed to apply ASC 946 accounting principles effectively. Accordingly, this course is easy to understand and full of examples to help you on your journey.
Enroll in this investment company accounting overview course today to build a strong foundation in investment management industry fundamentals! Are you interested in more than just an overview? If so, then keep scrolling to view the Investment Management Industry Fundamentals collection and take the entire series!
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Learning Objectives
By the end of this course, you should be able to:
- Identify the attributes, common types, and structures of investment companies
- Recognize the key aspects of operation of investment companies
- Recall the definition of an investment company in U.S. GAAP
- Recall the proper accounting guidance for an investment company
Additional Information
| Last Updated | 11/01/2024 |
|---|---|
| CPE Credit | 1 |
| Field of Study | Accounting |
| Industry | Investment Management |
| Instructional Delivery Method | QAS Self Study |
| Knowledge Level | Overview |
| Prerequisites | None |
| Advanced Preparation | None |
| Expiration | This course, collection, or subscription expires one year from the date of purchase. The post-course assessment for each course must be satisfactorily completed, as evidenced by a passing grade of at least 70%, by the expiration date to be awarded any qualifying continuing professional education (CPE) credit. |
| Refund or Cancellation Policy | For more information regarding refunds, concerns, and program cancellation policies, please contact the GAAP Dynamics Support Team via email at support@gaapdynamics.com or call (804) 897-0608. |
$120
1h 00m
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