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Asset Management and Investment Strategies

CPD Accredited | 10 CPD Points | Free PDF Certificate & Transcript | Instant Access | 24/7 Tutor Support


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Summary

Price
Save 20%
£12 inc VAT (was £15)
Offer ends 30 April 2024
Study method
Online
Duration
2 hours · Self-paced
Access to content
Lifetime access
Qualification
No formal qualification
CPD
10 CPD hours / points
Certificates
  • Certificate of completion - Digital certificate - Free
  • Certificate of completion - Hard copy certificate - £9.99
Additional info
  • Exam(s) / assessment(s) is included in price
  • Tutor is available to students

2 students purchased this course

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Overview

[Updated 2024]

Welcome to the transformative journey into the realm of Asset Management, where strategic decisions in investment weave the fabric of financial success. In this comprehensive course, we immerse ourselves in the intricacies of Asset Management, unraveling the complexities that surround investment strategies. From understanding the foundational principles of Asset Management to honing the skills required for effective investment, participants embark on an enlightening exploration of the symbiotic relationship between assets and strategic investments.

Our journey begins with an in-depth exploration of Asset Management, a discipline that goes beyond conventional financial paradigms. Asset Management - a term that resonates throughout our curriculum, becomes the guiding compass for learners seeking to navigate the dynamic landscape of investment opportunities. With Asset Management at the forefront, participants delve into the nuances of investment vehicles, acquiring the knowledge to make informed decisions that optimize portfolios and maximize returns.

The course unfolds as a tapestry of Asset Management intricacies, interwoven with investment strategies that propel participants into the heart of wealth creation. Investment - a pivotal term echoed throughout our learning experience, emphasizes the significance of astute decision-making in the financial arena. Through real-world case studies and practical applications, learners not only grasp the theoretical underpinnings of Asset Management but also witness firsthand the tangible impact of strategic investment choices.

As participants progress, Asset Management and investment become inseparable companions, guiding them through the complexities of risk management, asset allocation, and market analysis. The synergy between Asset Managementand investment strategies becomes evident, empowering learners to sculpt their financial destinies with confidence and acumen. In every module, Asset Management and investment take center stage, steering learners towards a holistic understanding of how these intertwined concepts shape the landscape of financial success.

This Asset Management and Investment Strategies Consists of the Following Title Course:

  • Wealth Manager

Enrol in the Asset Management and Investment Strategies course to jumpstart your career aspirations.

Learning Outcomes of Asset Management and Investment Strategies:

  • Understand the principles of asset management and investment strategies.
  • Analyze and evaluate various investment vehicles and asset classes.
  • Develop strategic frameworks for portfolio optimization and risk management.
  • Apply financial analysis techniques to assess investment opportunities and market trends.
  • Cultivate proficiency in asset allocation strategies and strategic diversification.
  • Interpret performance metrics and evaluate the effectiveness of investment strategies.
  • Navigate regulatory frameworks and ethical considerations in asset management and investment practices.

CPD

10 CPD hours / points
Accredited by CPD Quality Standards

Course media

Description

"Asset Management and Investment Strategies" provides a comprehensive exploration of financial principles and strategic frameworks essential for effective wealth management and capital growth. Through interactive lectures and case studies, participants delve into asset allocation strategies, portfolio optimization techniques, and market analysis tools, equipping them with the skills to navigate complex financial landscapes with confidence and foresight.

Course Curriculum for Wealth Manager:

  • Module 01: Introduction to Wealth Management
  • Module 02: Asset Management
  • Module 03: Financial Planning
  • Module 04: Risk and Return
  • Module 05: Diversification
  • Module 06: Investment Management
  • Module 07: Portfolio Management - I
  • Module 08: Portfolio Management - II
  • Module 09: Wealth Management and Taxation
  • Module 10: Estate Planning

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Our Learner's Top Reviews:

  • Varsha Sivamohan - “It was a great experience. The course was jampacked with excellent information. And when I needed help, Skill-up helped me with technical problems instantly. Fast feedback.”
  • Charlie Anderson- “The support team was FANTASTIC!!! Very quick to respond and even though I was nervous as I am not good at tests, they made me feel comfortable. I am very grateful for the support”
  • Aarini Sinha - “Amazing workshop. Very informative for the freshers like me. Learned a lot of things about digital marketing. I'm really thankful”.

Over 100+ glowing reviews.

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Assessment

After completing all the modules of the Asset Management and Investment Strategies course, your learning will be assessed by an assignment or multiple-choice-based exam. You may choose to participate in a Mock Exam before attending the course completion Final Exam at no extra cost.

Who is this course for?

  • Individuals seeking to enhance their understanding of wealth management and investment strategies.
  • Finance graduates looking to expand their knowledge in asset management and financial planning.
  • Professionals working in the finance industry who wish to upskill in the areas of risk management, diversification, and portfolio construction.
  • Anyone interested in gaining a solid foundation in the principles of asset management and financial planning.

Requirements

  • Basic understanding of financial principles and terminology
  • Proficiency in mathematical and analytical skills
  • Access to financial databases and analytical tools

Career path

  • Financial Planner: £30,000 - £60,000 per annum
  • Investment Analyst: £35,000 - £65,000 per annum
  • Portfolio Manager: £50,000 - £100,000 per annum
  • Wealth Manager: £40,000 - £80,000 per annum
  • Risk Manager: £45,000 - £85,000 per annum
  • Estate Planner: £35,000 - £70,000 per annum

Questions and answers

Currently there are no Q&As for this course. Be the first to ask a question.

Certificates

Certificate of completion - Digital certificate

Digital certificate - Included

Certificate of completion - Hard copy certificate

Hard copy certificate - £9.99

Inside the UK student have to pay an additional delivery fee of £10, whereas International students are required to pay an additional fee of £19.99 to receive a hard copy of the certificate delivered to their address.

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.