BOOK YOUR PLACE & EARN VALUABLE CPD POINTS!
📘 Register your place on the next Capital Markets & Investment Management Course & Receive an Early Booking Discount!
Next Capital Markets & Investment Management Course- 6th MAY 2024 📘
📘WHAT WILL WE BE ASSESSING:
📘 Lecture 1: Introduction to Capital Markets & Investment Management Course
- About This Course
- Conveners and lecturers
- The Big Picture
- The three sources of money
- High-level overview of aggregators, investment instruments, intermediaries, and investment managers
📘 Lecture 2: Investors & Aggregators
- Introduction to types of investors and aggregators.
- Characteristics of different investor types: individuals, businesses, state organisations.
- Introduction to aggregators.
- Types of institutional investors: banks, insurers, pension funds.
📘 Lecture 3: Investment Instruments
- Introduction to the range of investment instruments.
- Categories of investment instruments: simple vs. complex.
- Deep dive into simple instruments: equities & bonds.
- Introduction to complex instruments: derivatives & securitised products.
📘 Lecture 4: Intermediaries and Investment Managers
- Understanding the significance and roles of intermediaries.
- Introduction to various types of intermediaries.
- Differentiation among investment managers.
- Delve into various investment strategies in equities and fixed income.
📘 Lecture 5: The Nitty-Gritty of Finance
- Discussion on risk management: basics and application.
Understanding industry risks.
- Introduction to the concept and role of regulators in finance. - Exploring issues and challenges associated with regulatory mechanisms.
📘 Lecture 6: Extended Case Study
- Tracking an investment journey of €100,000 from lottery win to catastrophe bond.
- Understanding the roles and processes of wealth managers, fund administrators, investment managers, and broker-dealers.
📘 BOOK YOUR PLACE TODAY BY VISITING - https://lnkd.in/eDKAp59b OR EMAIL n.cobb@phoenix-re.co.uk
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