Investment Management Essentials

Overview

Created by expert practitioners, this 15-hour self-paced course puts you in the shoes of an investment management professional working with individual or institutional clients. It provides an actionable, defensible framework for the investment consulting process, but it is suitable for any finance professional looking to have easier, more productive conversations with colleagues, prospects, and clients in the investment workplace. The course combines text, infographics, research, videos, articles, and interactive learning activities. Content is divided into seven modules. After each module, learners will take a quiz. Scoring a 70% or higher on each module quiz is required to officially complete the course. Once you have completed the course, you will be able to:

1. Conduct effective client consultations to create a client profile, including investment goals, risk preferences, investor type, and behavioral biases.
2. Describe the fundamental components of an investment policy statement and its importance in governing the client relationship.
3. Compare and contrast various methods of client portfolio construction, including the tradeoffs between common investment vehicles, asset allocation options, and risk management techniques.
4. Outline best practices of effective due diligence in the search and selection of investment managers for clients.
5. Develop investment management skills for reviewing a portfolio and presenting recommendations for continued or revised portfolio strategy based on client profile, investment policy, and market conditions.