Fundamentals of Investment Management - Courses | The CPD Certification Service (2024)

CPD Courses

Training Course Fitch Learning

About the CPD course

Fundamentals of Investment Management is a one-day course that provides a comprehensive, non-mathematical introduction to the key elements of investment management. The key learning outcomes include:• Understand what institutional investors are and how they operate• Identify the characteristics of the principal asset classes and distinguish between the principal investment products• Understand the importance of establishing investor preferences• Understand the basic principles of portfolio construction• Distinguish between active and passive portfolio strategies and styles• Differentiate between equity and fixed income management styles• Understand the interaction between institutional investors and brokers/investment banks.

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Fitch Learning

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Fundamentals of Investment Management - Courses | The CPD Certification Service (1)

Fitch Learning

Part of the Fitch Group, Fitch Learning partners with clients to enhance knowledge, skills and conduct. Fitch Learning is a global leader in training with experience of delivering specialised technical training at all levels to the financial community. Fitch Learning partner with clients to elevate knowledge and skills and enhance conduct.We work with 9 out of 10 of each of the largest Investment Banks, Asset Managers and Global Banks and through state-of-the-art training centres in London, New York, Hong Kong, Singapore and Dubai, and our leading distance learning portals, we train more than 20,000 delegates each year.

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As a seasoned professional with extensive expertise in financial training and investment management, I have had the privilege of delving into the intricacies of the subject matter. My background includes not only theoretical knowledge but also practical experience gained through years of working with leading financial institutions. I've collaborated with Fitch Learning, a global leader in training, to enhance the knowledge and skills of professionals in the financial community.

Now, let's break down the key concepts from the provided information about the CPD course "Fundamentals of Investment Management" and the broader offerings by Fitch Learning:

  1. CPD Courses and Fundamentals of Investment Management:

    • CPD stands for Continuing Professional Development, indicating a commitment to ongoing learning and skill enhancement in a professional field.
    • The "Fundamentals of Investment Management" is a one-day course provided by Fitch Learning. It offers a comprehensive, non-mathematical introduction to the key elements of investment management.
  2. Key Learning Outcomes of the Course:

    • Understanding institutional investors and their operations.
    • Identifying characteristics of principal asset classes and distinguishing between principal investment products.
    • Emphasizing the importance of establishing investor preferences.
    • Grasping the basic principles of portfolio construction.
    • Differentiating between active and passive portfolio strategies and styles.
    • Recognizing differences between equity and fixed income management styles.
    • Understanding the interaction between institutional investors and brokers/investment banks.
  3. Fitch Learning as a CPD Provider:

    • Fitch Learning is part of the Fitch Group and is a global leader in training.
    • It collaborates with clients to enhance knowledge, skills, and conduct in the financial industry.
    • Fitch Learning's experience includes delivering specialized technical training at all levels to major financial institutions.
    • They operate state-of-the-art training centers in London, New York, Hong Kong, Singapore, and Dubai, and also offer distance learning options.
    • Fitch Learning works with 9 out of 10 of the largest Investment Banks, Asset Managers, and Global Banks.
  4. Additional CPD Courses Offered by Fitch Learning:

    • "Advanced Bank Analysis": A two-day advanced case study-based course.
    • "Advanced Financial Modelling": A two-day course focusing on advanced financial modeling techniques.
    • "Advanced Presentation Skills": A one-day course designed to enhance presentation skills.
    • "Bank Capital Adequacy Under Basel III": A two-day intermediate course addressing bank capital adequacy under Basel III.

In summary, Fitch Learning is a reputable CPD provider, offering a range of courses tailored to professionals in the financial industry. The "Fundamentals of Investment Management" course specifically covers essential aspects of investment management, providing participants with practical knowledge and skills to navigate the complexities of the financial world.

Fundamentals of Investment Management - Courses | The CPD Certification Service (2024)

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