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Oracle FLEXCUBE Investor Servicing

  • Tuition USD $4,995
  • Reviews star_rate star_rate star_rate star_rate star_half 812 Ratings
  • Course Code FLUB-INV-LS
  • Duration 0 hours
  • Available Formats Subscription

This learning subscription is an all digital learning solution for anyone on your team seeking functional training on Oracle FLEXCUBE Investor Servicing (FCIS). You get 24/7 access to a comprehensive set of high definition training videos delivered by Oracle experts throughout the subscription period. Step-by-step demonstrations are included to illustrate how to use the software. The training in this learning subscription is updated for new features and product enhancements. With this learning subscription, develop an understanding of the functional architecture and various services that can be offered in the mutual fund industry. Learn how to set up and use your Oracle FCIS applications. Gain an understanding of how FCIS automates the entire transaction processing, registry, transfer agency and fund distribution functions within a mutual fund company. Explore how FCIS widens customer reach, enabling quicker launch of sophisticated fund structures, while reducing transaction costs.

Skills Gained

  • Perform the essential step-by-step set-up required to deploy the bank's Mutual Fund offerings.
  • Create diverse types of Mutual Fund products used by Mutual Fund industries across the globe.
  • Gain insight into the business domain with respect to the processing of Mutual Fund transactions.
  • Gain an understanding of different types of Loads and the related set ups required to process the Loads.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create Mutual Fund transactions and process all of the related operations, such as subscription and redemption.
  • Perform a step-by-step setup required to deploy the bank's Hedge Fund offerings.
  • Gain insight into the business domain with respect to the processing of Hedge Fund transactions.
  • Create different types of Hedge Fund products.
  • Set up Performance fee related maintenances and process Performance fees.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create Hedge Fund transactions and process all of the related operations, such as subscription and redemption.
  • Perform a step-by-step setup required to deploy the bank's Unit Linked Insurance offerings.
  • Gain insight into the business domain with respect to the processing of Life and Endowment Insurance transactions.
  • Create different types of Life and Endowment products to support Life Cover, Retirement and Annuity.
  • Set up different types of fees and process them.
  • Successfully create a Customer ID and Unit Holder Account.
  • Successfully create policy and process transactions, such as top-up, switch and surrender.

Who Can Benefit

  • Implementers
  • Administrators
  • Super Users
  • Business Analysts

How do I enroll?

A comprehensive listing of ExitCertified courses can be found here. You can register directly for the required course/location when you select "register". If you have any questions or prefer to speak with an ExitCertified education consultant directly, please submit your query here. A representative will contact you shortly.

How do I pay for a class?

You can pay at the time of registration using credit card (Mastercard/Visa/American Express) cheque or PO.

What if I have training credits?

ExitCertified honors all savings programs from the partners we work with. ExitCertified also offers training credits across multiple partners through our FLEX Account.

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

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Very thorough and well-presented class. Pace of the class was perfect and labs offered great opportunity to practice material.

The training was very informative and the way the instructor has taken the course is awesome.

Excellent course. Ruben Lopez is an outstanding instructor. Learned tons of information. Would recommend ExitCertified to anyone!

La experiencia fue muy buena, le doy la mayoría del merito al instructor, resulto excelente y muy apegado a la realidad.

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