- asset management industry
- Asset managers
- elearnings
- finance courses
- Investment Management
Asset management overview
Fmi Online
Learn about the roles of asset managers, research analysts, and traders, and how they develop and implement investment strategies. Explore how funds are structured, developed, marketed and distributed.
79,596 Learners
Share 
Enquire
What you’ll learn
This course will provide you with a fully rounded understanding of the industry that is asset management. You’ll learn what it takes to be successful in this profession, You will learn about who the clients are, how an asset manager wins new clients, their clients’ investment objectives, and how they deliver their solutions.
Learning objectives
1. Describe the roles in the investment, distribution, and business operations teams with an asset manager
2. Compare and contrast different fund structures
3. Interpret performance and risk metrics from real fund fact sheets
4. Describe how an asset manager interacts with brokers, intermediaries, and other financial market participants
5. Follow a trade from investment decision to clearing and settling.
Why take this course?
The asset management industry is a bustling and growing field, with many different career paths for those who are interested. Some common ones include Financial Analysts; Risk Management Engineers (RMGs); Compliance Officer; Information Technology professionals that work internally within companies such as IT Strategic Partnerships. This course is perfect for anyone who wants to get a head start in their career in the asset management industry with the knowledge and skills they need.
Course Content
The course is for anyone looking to enter the world of finance and asset management. Careers that can be entered into with a degree include financial analyst, dealer/producer trader (in some cases), risk manager or internal audit assistant; however there are many more options available! This training will equip you not only with skills but also invaluable knowledge of how these industries work so don’t wait any longer- get started today with FMI’s asset management overview
About Instructors
David Shuttleworth
Debbie Hearman
Noopur Agarwal
Reviews
"The course provides a deep dive into the industry including the kind of roles different desks offer. One can choose between Asset Management, Global Markets and Investment Banking as their pathway. If you are someone who is curious to know more about the business and wants to make a career choice, head to Fmi."
Adit Daftary "FMI Provide great platform for people working in investment Banking sector and prefect introduction to all fiance jargon."
Aniket Belekar "I would surely recommend short courses and equity overview to Freshers and even early stage professionals understand Equity overview is better manner. - Equity overview"
Azhar Shaikh "I did the investment banking course with Fmi. It helped me to gain a foundation in finance before joining Khazanah as public market investment intern. Thank you Fmi."
Brian Ng "For those working in the investment banking industry, FMI offers a fantastic platform and a clear explanation of all the finance jargons."
Chinmayi Devisetty "FMI provides great platform for people working in investment banking sector it will help attaining optimum skills to enhance the learning and growth"
Deepak TanejaFrequently asked questions
We accept all major debit and credit cards (Visa, Mastercard, etc) and Paypal. Please get in touch should you need to organize payment via an alternative platform - we'd be happy to help.
Fmi's courses and learning pathways have been recognised and curated by MDA Training. Our Learning Pathways have been created by industry experts and designed to boost your career opportunities with practical skills, tools and insights. So far, we have successfully trained over 200k learners in prestigious financial institutions for over 35 years.
Absolutely not. The fees for our Learning Pathways and courses are clearly displayed and there are no hidden fees. There are also no contract obligations or auto-renew agreements with Fmi.
Yes. Please get in touch and we will tailor a package that meets your needs. Fmi is part of the MDA Training Group. MDA Training specialize in corporate training solutions and so we'd be delighted to explore your needs and put together a solution.
Our Learning Pathways offer best value compared to individual courses, so do check these out. On occassion we also run promotions that offer discounts on our Learning Pathways and Courses - so do sign up to our Fmi Learners Community to stay up-to-date on our latest offers.
Our Learning Pathways are designed to boost your career opportunities by helping you gain up-to-date skills and knowledge all financial institutions are looking for right now. Fmi online is a recognised name in financial services training across the globe. Upon completion you will be eligible for a Fmi certificate which is recognised and curated by MDA Training.
Absolutely, our pathways are structured to bridge the gap between academic study/theory and real-world practical skills needed to start your career in finance. Our Learning Pathways have been carefully designed to provide a cost-effective way to learn key skills aligned to specific roles and careers. Our simulations which are often used by prestigious financial institutions all over the world as part of their intern and graduate development programs, will enable you to gain practical skills and insights that you will be able to utilize in your job applications, interviews and also in your early career in financial services. With Fmi, you can also take advantage of our mentor services to support you with your application process.
Explore our pathways
Asset management pathway
Monthly Subscription
50+ hours
8 courses
50+ hours
8 courses The asset management industry is a global industry worth over 100 trillion US dollars. It plays a crucial role in managing the assets of retail and institutional investors, offering a wide range of exciting careers in doing so. If you’re looking to forge a career in asset management, our Asset management pathway is perfect for you. We help you build the skills all asset managers are looking for and explore everything you need to know about the industry and the wide range of roles available in the sector
learn moreAll our courses are accredited by
Global markets pathway
Monthly Subscription- 70+ hours
- 10 courses
Global markets provide a range of important products and services to corporates, institutions and governments worldwide from executing trades and managing risk to providing quality research content. A key business area in all investment banks, global markets offers a wide range of career paths for students to consider across all functions and at all levels from school leavers to internships through to graduate programs.
learn moreAll our courses are accredited by
Investment banking pathway
Monthly Subscription- 60+ hours
- 9 courses
Investment banking offers many exciting career opportunities for students. From Financial Analysts to Investment Management, and Sales & Trading to a wide range of roles in infrastructure such as IT, Risk or Compliance. This pathway is designed to help you understand the investment banking industry, the roles investment banks are recruiting for, and most importantly, help you to develop the practical skills you need to get into the industry and your preferred role whether this be as part of a school leaver, intern or graduate program.
learn moreAll our courses are accredited by
Can’t commit to our learning pathway?
 Try our free courses instead
Let our industry experts help you. Take a look at our CareerBuddy videos now.
- 1+ hours
- 4 modules
The currency market is the largest and most liquid market in the world. Take the currency to equip yourself with the key skills to understand the jargon and the mechanics of the currency market.
Enroll now for free
- 1+ hours
- 4 modules
An ideal introduction to equities and equity markets for anyone working in the financial services sector, learn about how companies are funded, how equities trade in the market, and the returns which can be earned. For free.
Enroll now for free