Course information

Investment Management Course Outline

Module 1: Introduction of Investment Management

  • What You Need to Know?
  • Information or Noise?
  • Intuition
  • Random Occurrences
  • Law of Small Numbers
  • Average is Average
  • Efficient Markets
  • Random Walk

Module 2: Avoiding Torpedoes

  • Perfect Earnings Forecasts
  • Can Analysts Forecast Earnings Changes?
  • Earnings Forecasts (and Torpedo Stocks)
  • Using Earnings Forecasts
  • Size Effect
  • Price-Earnings Effect
  • Growth Magic
  • Estimate Revisions

Module 3: Landmark Insights

  • Compensation for Bearing Risks
  • Daring to Be Different
  • Active Management Law
  • What Guides Investors?

Module 4: Dissecting Returns

  • Luck or Skill?
  • Measuring Investment Returns
  • Anatomy of the S&P 500
  • Returns Earned by Investors
  • Market Timing Versus Asset Allocation
  • Market Timing: Risk Versus Reward
  • Know the Odds Before You Play the Game

Module 5: Putting the Pieces Together

  • Trading Costs
  • Mutual Funds
  • Style Persistence
  • Asset Allocation
  • Beware of Taxes
  • Beyond Active Versus Passive
  • Long-Term Capital Management

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Who should attend this Investment Management Course?

The Investment Management Course is tailored for professionals seeking to enhance their expertise in the field of Investment Management. This comprehensive course caters to a diverse range of individuals, including:

  • Financial Analysts
  • Portfolio Managers
  • Investment Bankers
  • Asset Managers
  • Private Wealth Managers
  • Hedge Fund Managers
  • Financial Planners
  • Risk Analysts

Prerequisites of the Investment Management Course

There are no formal prerequisites required for the Investment Management Course. However, a basic understanding of financial concepts and investment terminology would be advantageous.

Investment Management Course Overview

Investment Management is a critical aspect of financial planning, focusing on the strategic allocation and management of assets to achieve specific investment goals. This Course offers a deep dive into the principles and strategies of effective Investment Management, highlighting its significance in today's financially complex world.

Understanding investment management is essential for professionals involved in finance, wealth management, and banking. It is particularly vital for those looking to enhance their expertise in managing portfolios, assessing market risks, and devising long-term investment strategies. Professionals seeking growth in roles such as financial advisors, portfolio managers, and investment analysts will find this training crucial.

The Knowledge Academy’s 1-day Investment Management Course provides an intensive yet comprehensive overview of the field. Delegates will gain insights into the latest trends and techniques in Investment Management, equipping them with practical skills and knowledge to apply in their professional roles.

Course Objectives

  • To understand the fundamentals of Investment Management
  • To learn about various asset classes and their role in portfolio diversification
  • To explore modern portfolio theory and its applications
  • To gain insight into risk management and performance measurement
  • To understand the impact of economic and market conditions on investment decisions
  • To develop strategies for effective asset allocation and portfolio optimisation

Upon completion, delegates will have a well-rounded understanding of Investment Management principles and be ready to apply this knowledge in real-world scenarios. They will be better equipped to make informed investment decisions, manage risks effectively, and contribute to the financial success of the organisations they represent.

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What’s Included in this Investment Management Course?

  • World-Class Training Sessions from Experienced Instructors
  • Investment Management Certificate
  • Digital Delegate Pack

Why choose us

Our Chelmsford venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

The city of Chelmsford is located in the county town of Essex in the east of England. The city is located around 32 miles northeast of London and 22 miles from Colchester. Chelmsford city has an approximate population of 172,000 residents. Chelmsford was granted city status only recently on 1st June 2012. The unemployment rate for Chelmsford currently stands at just over 5%. This is dramatically lower in comparison to the national average unemployment rate which currently stands at 7.6%. The Anglia Ruskin University has one of its three campuses in Chelmsford and has a combined student enrolment rate of approximately 35,000 students. The university has faculties in three departments including Science & Technology, Arts, Law & Social Sciences and Health, Social Care & Education. Chelmsford is also home to the King Edward VI Grammar School which is exclusively male from years 7 to 11 but becomes mixed in the sixth form years of 12 and 13. The school teaches the ages from 11 all the way up to 18.

Popular searched areas in and around Chelmsford include:-

  • Boreham
  • Broomfield
  • Danbury
  • East Hanningfield
  • Galleywood
  • Great Baddow
  • Great Leighs
  • Hatfield Peverel
  • Highwood
  • Howe Green
  • Little Baddow
  • Little Waltham
  • Mayland
  • Roxwell
  • Sandon
  • South Woodham Ferrers
  • Springfield
  • Stow Maries
  • Woodham Ferrers
  • Writtle

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Address

Chelmsford

T: 01344203999

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Investment And Trading Training | Investment Management Masterclass in Chelmsford. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Investment And Trading Training | Investment Management Masterclass in Chelmsford, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Investment And Trading Training | Investment Management Masterclass in Chelmsford. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Investment And Trading Training | Investment Management Masterclass in Chelmsford sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Investment And Trading Training | Investment Management Masterclass in Chelmsford FAQs

Investment Management is the process of managing various financial assets and additional investments. It contains banking, tax services and duties, budgeting, and many more. The main purpose of Investment Management is to earn maximum benefits and reach your financial goals effectively.
There are no formal prerequisites required for the course. However, a basic understanding of financial concepts and investment terminology would be advantageous.
The course is suitable for professionals seeking to enhance their expertise in the field of Investment Management.
A mutual fund is a kind of financial vehicle prepared from a pool of money collected from various investors to invest in securities like bonds, stocks, money market instruments, etc.
Enhance portfolio management skills, learn new investment strategies, gain insights from like-minded professionals, transition into a new role, boost your earnings, and share new knowledge with the team are the main benefits of this training.
The duration of this course is 1 day.
Diversification, professional management, tax benefits, highly liquid, higher Return on Investment (ROI), well-regulated, easy investment, etc., are the main benefits of mutual funds.
During this Investment Management Masterclass Training Course, you will learn various topics such as compensation for bearing risks, daring to be different, active management law, what guides investors, style persistence, asset allocation, beware of taxes, and many more.
Yes, this course includes a final exam to assess your understanding of key investment management concepts and skills.
You will have access to study guides, practice tests, interactive modules, and expert-led revision sessions.
Career opportunities include roles such as financial analyst, portfolio manager, investment advisor, and asset manager.
The course provides advanced knowledge, practical skills, and industry-recognised certification, enhancing your qualifications and career prospects in finance.
The training includes practical case studies, simulations, and project-based learning, ensuring you can apply theoretical concepts to real-world investment scenarios.
Yes, the certification equips you with essential knowledge, skills, and industry insights needed to establish and manage your own investment firm.
The course covers the latest trends, technologies, and methodologies, including AI, fintech, and sustainable investing, keeping you updated with industry advancements.
The Knowledge Academy stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Certification.
The training fees for Investment Management Coursein Chelmsford starts from £995
The Knowledge Academy is the Leading global training provider for Investment Management Course.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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