finance

Asset management overview

This course is an ideal primer for anyone who wants a fully rounded and practical understanding of the asset management industry. Asset managers manage funds on behalf of their clients. 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.

  • Overview
  • Modules
  • Target audience

What You’ll Learn

Course Content


Learning Objectives

By the end of this course, you will be able to

  • Describe the roles in the investment, distribution, and business operations teams with an asset manager
  • Compare and contrast different fund structures
  • Interpret performance and risk metrics from real fund fact sheets
  • Describe how an asset manager interacts with brokers, intermediaries, and other financial market participants
  • Follow a trade from investment decision to clearing and settling.

Who Should Take This Course?

This course is ideal for people looking to equip themselves with the knowledge they need for a career in asset management. Common career paths for people that take this course are Financial Analysts, dealers, Risk Management, Compliance, Information Technology, Internal Audit, Operations, Sales and Distribution, and Human Resources.

Course Content

This course is ideal for people looking to equip themselves with the knowledge they need for a career in asset management. Common career paths for people that take this course are Financial Analysts, dealers, Risk Management, Compliance, Information Technology, Internal Audit, Operations, Sales and Distribution, and Human Resources.
  • Flexible Learning
  • Develop Sector-Specific Skills
  • Designed By Industry Experts

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FAQ Questions

  • Do we offer corporate plans?
    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.
  • What payment methods do you accept?
    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.
  • Are there any hidden fees or contract obligations?
    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.
  • Do you offer any discounts?
    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.

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