Portfolio valuations – issues and controls

Professional Development

Overview

The valuation of assets in a fund structure is a risky undertaking – there may be legal or reputational consequences of an error being made. This course will cover the risks and controls of valuation, before moving on to consider applicable regulation and relevant accounting standards.


Suitable For

Managers, accountants and company secretaries dealing with valuations.

2 CPD hours
2 hours
Jersey

This course has already run and a new date has not yet been scheduled. Please contact us to register your interest.

Learning Outcomes

Having attended this course, delegates will:

  • Understand the risks with valuing assets
  • Appreciate the reason for good controls surrounding valuation
  • Better understand applicable regulation

SESSION CONTENT

  • Look at the common risks and controls surrounding the valuation of assets, such as the use of a valuation committee and basic accounting issues