Introduction to investment management


This course is offered as an in-house/on-site course for groups or as a one-to-one coaching session.

Please contact us for further details at training@tfpl.com

introduction:

This course is all about funds; everything you need to know about unit trusts to hedge funds, the managers of the funds and how they are invested.

Investment management is an increasingly important part of all our lives. All the indications are that the more and the earlier we all understand about the part of our finances designated for our savings and ultimately retirement, the easier that phase of our lives will be.
But, who gives us the basic training and understanding of these concepts? Here's that start; a new basic level one day course presenting a clear and understandable introduction to investment management.

outcomes:

  • familiarisation with investment management as a financial service
  • an understanding of the background to investment management as it developed in the City
  • understand the structure of investment management in the City

programme:

  • what is investment?
  • regulation of the City and investment management
  • investment management and its relationship to the "Sell Side"
  • institutional investors
  • products including development of investments, institutional funds, retail funds, investment management marketing and distribution

speaker:

Sylvia James , Management Consultant

teaching style:

Course

who should attend?

This course is for anyone involved in business who needs to understand the basic workings of investment management.

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