Category: Investment Management
Course Level: Introductory
Duration: 1 day
Contact us for more information.This one-day course is designed to unlock the mystery surrounding the investment industry. The course will enable the delegates to improve their understanding of their roles within a firm and how they can enhance their effectiveness.
No prior knowledge is assumed and all terms will be fully explained.
Case studies using product literature form an integral part of the course, to allow the delegates to consolidate the information and provide the basis for group discussions.
Objectives:
By the end of the course, delegates will have an improved understanding of:
- the client’s investment objectives
- investment products – types, distribution and pricing
- investment strategies and styles
- the structure of investment firms
- benchmarking and performance analysis
Course Content:
- Savers and borrowers
- Investment objectives
- Asset classes
- Winning new business
- Investment products – Retail, institutional and alternatives
- Wealth management
- Investment strategies
- Investment performance
- The structure of an investment institution
- Lifecycle of a trade
This course would be suitable for:
- Client services and call centres
- Finance and accounting
- HR and training
- Investment administration and operations
- IT and software developers
- Legal & Compliance
- New entrants
- PR and recruitment firms
- Risk management
- Sales and marketing
This course would be suitable for these exams:
- CFA - Level 1
- CISI Diploma - Fund Management
- CISI Diploma - Private Client Investment Advice and Management
- CISI IAQ - Introduction to Securities & Investment
- IMC
- UKSIP - Introduction to Investment
