Module One
Fundamentals Of Asset Management And Financial Strategy
Specialization in Asset Management introduces candidates to the asset management process and to the technical skills that a competent asset manager must possess in order to serve his or her clients successfully. You will learn the primary concepts of asset management (insurance, investments and estate planning) and their corresponding interrelationship in providing comprehensive personal asset management. This course explores both the financial industry and how to develop an asset management practice: including the current economic environment, regulation, reporting and compliance, etc
a) Asset management concepts
b) Finance and investment fundamentals
c) Securities and options markets
d) Corporate debt and debt hybrids
e) Bond and money markets
f) Foreign exchange
Module Two
Investment Management & Managed Funds
Investments reveals to delegates the topics of risk and return, the contrast between equity and fixed income investments, the mathematic formulas of investing and the analysis of investment theories and strategies
The investment section explores the difference between fundamental and technical analysis. You will learn about modern portfolio theory (asset allocation, diversification, market timing and security selection)
a) Fundamental and technical analysis
b) The efficiency of capital markets
c) Investment fees
d) Portfolio theory
e) Alternative investments
Module Three
Key Financial Decisions
This module looks at several important financial decisions from both market and entity perspectives. The signaling effects of key decisions are examined to illustrate the political consequences and visibility issues that accompany financial decisions that the market rates as significant
a) Capital budgeting
b) Dividend policy
c) Capital structure policy
Module Four
Risk Management
The Risk Management module looks at the various types of risk that individuals and businesses face and how they can avoid or manage these risks. After completing the module, you will be in a position to evaluate risk exposure and develop a risk management plan
a) Role of risk management
b) Evaluating the need for risk management products
c) Calculating company cost of capital
Module Five
You will develop an asset management strategy and participate in the presentation of an asset management plan to the class
Final Examination
Multiple-Choice format