About:
Investment management plays a pivotal role in the global financial landscape, involving asset and stock selection, financial analysis, continuous monitoring of investments, and the implementation of investment plans. This program covers the essentials of investment management, focusing on market instruments, asset classes, and investment principles, preparing participants to become skilled investment managers.
Learning Objectives:
By the end of this course, participants will be able to:
- Understand the core functions of investment management in financial markets.
- Evaluate different asset classes and investment products, including equities, bonds, and alternative investments.
- Apply modern portfolio theory to assess risk and return.
- Demonstrate knowledge of the investment management process and performance measurement.
- Develop strategies for managing client investment objectives and making informed investment decisions.
Exam Information:
- Duration: 180 minutes
- Number of Questions: 90
- Mode of Exam: Computer-Based Test
For More Information
Curriculum
- 5 Sections
- 14 Lessons
- 40 Hours
Expand all sectionsCollapse all sections
- Investment Management Fundamentals:4
- Bespoke Investment Management Process:3
- Asset Classes for Investment:2
- Risk and Return:3
- Where the Industry is Heading – New Trends in Investment Management:2
Requirements
- Bachelor's degree in finance, economics, or a related field (preferred).
- 2–3 years of experience in investment management or financial analysis.
- Basic knowledge of financial markets and portfolio management.
- Strong analytical skills for risk assessment and investment strategies.
- Proficiency in English (written and spoken).
Target audiences
- Investment professionals seeking advanced expertise
- Fund managers, investment analysts, and portfolio managers
- Pension fund managers and asset managers
- Private bankers and general fund managers
- Sales and compliance professionals in the financial sector