Professional Training
4.7 (3 Reviews)

Fundamentals of Investment Management

Fitch Learning, Online
Length
1 day
Price
845 GBP, 945 USD excl. VAT
Next course start
8 April, 2024 (+5 start dates)
Course delivery
Virtual Classroom
Length
1 day
Price
845 GBP, 945 USD excl. VAT
Next course start
8 April, 2024 (+5 start dates)
Course delivery
Virtual Classroom
Leave your details so the provider can get in touch

Fundamentals of Investment Management

Fundamentals of Investment Management

The course starts by placing the professional investment management role within the broader financial services industry. Key clients are discussed and the services they require from investment management firms are isolated. The process of investment management is studied using a case study before the course turns to the asset classes and instrument that are used to construct investment portfolios. Risk and return, along with common industry measures of each, are the final technical topic of the day. During the final session, participants experience the role of the investment management professional during a simulation, where they invest client money against a backdrop of a changing macroeconomic climate.

Upcoming start dates

Choose between 5 start dates

8 April, 2024

  • Virtual Classroom
  • Online

29 April, 2024

  • Virtual Classroom
  • Online

15 July, 2024

  • Virtual Classroom
  • Online

11 October, 2024

  • Virtual Classroom
  • Online

1 November, 2024

  • Virtual Classroom
  • Online

Suitability - Who should attend?

Entry-level participants that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.

Learning Outcomes

Credits: 8 CPD pts.

Key Learning Outcomes:

  • Discuss core client groups of the investment management industry
  • Describe the investment management process
  • Detail relevant asset classes for investment
  • Define performance metrics of investment funds
  • Confidently communicate the definition of technical words and phrases found within the investment management industry

Request information - obligation free

Contact course provider

Fill out your details to find out more about Fundamentals of Investment Management.

  Contact the provider

  Get more information

  Register your interest

Country *

reCAPTCHA logo This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Reviews by course attendees

Average rating 4.7

Based on 3 reviews.
Write a review!
5/5
Gregory R.
23 Sep 2022

I appreciated how interactive it was, the ability to see your decisions come into fruition and the depth in which the asset classes were spoken about.

5/5
Gregory R.
23 Sep 2022

I appreciated how interactive the session was which gave insight into how your own investment decisions can be compared against a benchmark

4/5
Jack B.
08 Jul 2022

Very engaging.

Fitch Learning
Fitch Learning (Head Office & Training Centre)
The Corn Exchange, 55 Mark Lane
EC3R 7NE London

Fitch Learning

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. With centers in London, New York, Singapore, Dubai and Hong Kong, we are committed to questioning and understanding client needs across the globe and...

Read more and show all courses with this provider

Ads