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Investment and Wealth Management

The investment management faculty focuses on bringing to life the developments and challenges faced by the global fund management industry.

The learning foundation, typically pitched at new or recent entrant level and middle office, emphasises the essential building blocks of finance – financial statements, accounting and valuation. A broad view of international capital markets used by the fund management industry is then presented.

At the intermediate and advanced levels delegates are drawn into the more specialised area of international fund management through courses focusing on, for example, portfolio construction, attribution analysis issues in benchmarking, product review, investment style considerations and the use of derivatives by investment managers.

The investment management faculty also provides tailored training solutions to the rapidly growing field of private wealth management. The programmes delivered focus on the needs of the international private client, the various products and wealth-preserving techniques used, together with the selling and negotiating skills required by the sales force.

The outlines below are examples of some of the courses we run in the Investment and Wealth Management area. Click here to download a comprehensive list of courses or contact us to request a detailed outline or proposal tailored to your specific needs.


Course Name Level Duration More
Advanced Swaps - IRS and Inflation Advanced Half Day Details
Advanced Valuation for Equity Fund Managers Advanced Half Day Details
Best Practice Financial Modelling Foundation/Intermediate 2 Days Details
Core Financial Statement Analysis Foundation 1 Day Details
Developing a Credit Rationale Foundation 3 Days Details
Fixed Income Foundation Foundation Half Day Details
Introduction to Hedge Funds Foundation Half Day Details
Introduction to Derivatives Foundation Half Day Details
Introduction to Investment Management Foundation 1 Day Details
Swaps and LDI Workshop Foundation Half Day Details