Introduction to Investment Management - CPD Training Course

Course Description:

This half-day program provides a non-mathematical introduction to the key elements of investment management. Delegates will develop an understanding of who institutional investors are and how they operate; identify the characteristics of the principal asset classes; appreciate the importance of establishing investor preferences; understand the basic principles of portfolio construction; and be able to distinguish between the principal investment products.

This session will be appropriate for entry-level delegates that wish to develop a broad understanding of the investment management industry and who work within the investment management industry or deal with the financial services industry.


Course Content

  • Introduction to Investment Manager
  • The Investment Management Process
  • Investment Products - An Overview
  • Principals of Portfolio Construction
  • Key Players in the Investment Decision Process
  • Managing an Equity Portfolio
  • Managing a Fixed Income Portfolio
  • Using Derivatives


Who Should Attend?

The course will be of benefit to those who are looking to move into the investment sector.

No prior experience of investment management is required. 




A CPD certificate will be provided to all attendees, which may be considered appropriate by your company for the accrual of CPD hours. Delegates will qualify for 3 CPD hours.



To Reserve a Place

Email This email address is being protected from spambots. You need JavaScript enabled to view it., call +44 (0)20 7422 0063 or book online. You will receive confirmation of your booking within 24 hours. Price inclusive of all course material. Price exclusive of VAT.


Training and Venue Information

CPD Authorised Yes
Event Date 29-01-2019
Event End Date 29-01-2019
Event Time 10:00 - 13:00
Price £210.00
Location SIX Financial Information UK (EC2),  6 Devonshire Square, London EC2M 4YE, UK
£210.00 1000