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Finance, Investments & Funds

Funds Valuation – Ways they can go wrong

Course details

CPD Points





1 hour (09:30-10:30). Virtual Training (Tutor led in real time) via Zoom

Course Overview

This course can be delivered face to face or in real time via a virtual classroom.

The objective of this short course is to enhance the understanding of the valuation process, specifically focusing on areas where errors may occur in the production of a valuation.

Course Content

The course will include case studies on errors identified, the impact on the valuation and how they would be rectified.

Course Benefits

On completion of the course you should be more confident and aware of the transactions you are processing when preparing the valuation.

Next Steps

If you would like to book a place on this course please click on the ‘Book Course’ button to the right of this page and login or register for a user account to complete your booking(s). Any queries please do not hesitate to contact us via [email protected] or call us on 01481 721555.

If no date is scheduled for this course at the present time please click on the ‘Register Interest’ button and login or register for a user account so that we can add you to our course interest register. This register allows us to contact our tutors and finalise dates for a course as soon as we have a few people who have expressed their interest, so the more delegates who register their interest, the sooner we can schedule a particular course.

Course Tutor

  • Victoria Le Poidevin

    Vicky Le Poidevin is a fellow of the ICAEW with over 15 years’ experience in the finance sector. She trained with a big four firm and spent time in senior roles in both the Fund and Trust sector before joining Offshore in September 2016. Vicky’s previous training experience includes delivering courses for both qualified and unqualified staff at a big four firm, evening classes at a professional training agency and to industry professionals in her role at Offshore.

Upcoming Courses

Some courses we run are scheduled based on demand. Please ensure you register your interest to ensure we know which courses you would like to attend.