Investing Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Investment Knowledges




Total 800 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

Investment Management (Certificate)

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The Investment Management Certificate (IMC) is the first step to a career in the investment profession. Currently held by over 15,000 investment professionals, it is recognized by the fund management industry as the entry level qualification of choice and is often quoted as a pre-requisite for posts in investment management companies.

The IMC&,#146,s wide-ranging syllabus provides an excellent introduction to the investment profession for those working in:
•investment management
•investment support
•investment administration
•industry related areas, including information technology, compliance and marketing
•pension trustees, administrators and independent financial advisors looking to further their knowledge of the investment management process

What&,#146,s on the syllabus?

The IMC is split into two units:
•Investment Environment - covering topics including the regulatory environment, markets, taxation and client objectives
•Investment Practice - covering topics including financial instruments, portfolio management, accounting, economics and statistics

How much work is required?
Read More]

CFA Institute Investment Foundations (Certificate)

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

•Investment industry overview
•Ethics and regulation
•Tools and inputs
•Investment instruments
•Industry structure
•Industry controls
•Serving clients&,#146, needs

CFA Institute Investment Foundations is administered globally by CFA Institute for anyone preparing and supporting investment decisions within the industry. Operations, client support services, marketing, compliance, HR, IT, legal - all would benefit from the broad syllabus covered by this qualification.

Why take CFA Institute Investment Foundation?

Studying the CFA Institute Investment Foundations can help improve your overall standard of knowledge. It can boost your understanding of investment devision and build a better understanding of roles and responsibilities across the industry. It also offers a universal and global standard to measure competency within the industry.

About the exam

Exam questions 120 questions

Time for exam 2 hours

CISI Investment Operations Certificate

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

Widely acknowledged as the most appropriate qualification for staff working in the administration and operations areas of the financial services industry, the IOC is taken by 10,000 candidates each year. It offers an overview of the financial services industry and its regulation, and incorporates a range of examinations that represent different technical activities within the industry.

Why enroll in the CISI Investment Operations Certificate?

The CISI IOC is highly regarded by many investment houses. Passing the exam reflects a thorough understanding of the financial services industry, as well as adding to your personal credentials. All the units feature on the Financial Services Skills Council&,#146,s list of recommended examinations. In fact, for some supervisory staff, it&,#146,s compulsory. If you work in a &,quot,captured&,quot, role your firm must be able to show that you have reached a benchmark level of competency and the IOC exam fulfills those criteria for most people.

Having this qualification on your CV demonstrates professionalism and a commitment to high standards. Once you&,#146,ve taken it, you can apply to t... [Read More]

Investment, Risk and Taxation

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

•The macro-economic context of investment advice and planning
•The main asset classes, characteristics and applications
•The main investment products, characteristics and applications
•Investment theories and their practical application
•Identification, measurement and assessment of investment risks and returns
•Taxation of investors and investments in the UK
•Portfolio planning, construction, review and maintenance
•Provision of investment advice including the ability to analyse clients?circumstances and apply suitable investment product recommendations to meet client-led objectives

CISI Investment Advice Diploma

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The CISI Investment Advice Diploma is suitable for advisors dealing in securities or derivatives and for staff advising on packaged products.

Why enrol in the CISI Investment Advice Diploma?

The CISI Investment Advice Diploma is RDR compliant and carries FCA approval and FSSC endorsement for the retail sector. It is highly regarded.

Upon successful completion you will have the right to use the professional designatory letters ACSI.

What&,#146,s on the syllabus?

The CISI Investment Advice Diploma is achieved by passing the following units sucessfully:
•UK Regulation and Professional Integrity
•Investment, Risk and Taxation

Plus one technical unit, depending on your role:
•Securities
•Derivatives
•Private Client Advice

How much work is required?

We estimate that you will need to do 140 hours of study for each of the papers, excluding the private client advice unit which will take 180 hours of study.

When are the exams?

Each unit is examined by multiple choice, except for the Private Client Advice exam which is examined by narrative exam... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Introduction to Securites and Investment

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates

•Introduction
•Economic environment
•Financial assets and markets
•Equities
•Bonds
•Derivatives
•Investment funds
•Financial services regulation
•Other financial products

Risk Analysis for Fixed Income Investors Workshop

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The goal of this two-day workshop is to provide a framework for credit analysis relevant to a fixed income analyst or investment manager. The workshop emphasises time efficiency and the application of credit analytics to relative value. The focus is on fixed income securities but allows for discussion of other types of debt instruments. The workshop is highly interactive where case studies, exercises and examples are used to illustrate key learning points. Specifically, participants will be equipped to:
•Apply a structured approach to credit analysis
•Understand how credit fundamentals can drive relative value
•Appreciate how current market conditions have impacted volumes, pricing and trading and the implication for potential upside and downside
•Identify factors that might change a company&,#146,s credit standing, and thus the value of the underlying security, by anticipating upward and downward credit migration
•Understand and evaluate the performance of a company based on a qualitative approach, backed by appropriate quantitative analysis (using ratios and cash flow tools) to support an investment decision
•Understand the structure of ... [Read More]

Introduction to Investment Management

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

Specifically, participants will be able to:
•Understand what institutional investors are and how they operate
•Identify the characteristics of the principal asset classes
•Identify and distinguish between the principal investment products
•Understand the importance of establishing investor preferences
•Understand the basic principles of portfolio construction
•Distinguish between active and passive portfolio strategies and styles
•Differentiate between equity and fixed income management styles
•Understand the interaction between institutional investors and brokers/investment banks

Target Audience

Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services industry.

CISI Private Client Investment Advice and Management (Certificate)

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•Financial advice within a regulated environment
•Investment taxation
•Financial markets
•Trust and trustees
•Financial instruments and products
•Principles of financial advice
•Portfolio performance and review


Who takes the CISI PCIAM?

Passing the CISI PCIAM demonstrates the ability to identify clients&,#146, needs and provide solutions to those needs. If you&,#146,re considering taking this qualification you&,#146,re advised to have significant practical experience before attempting it. It is designed to enable existing FSA-authorised practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Why enrol in the CISI PCIAM?

The CISI PCIAM is the preferred route to RDR compliance for those existing advisers authorised prior to 2009, although it requires some gapfill to meet the RDR requirements fully. It is also being used by those who have gained RDR compliance through the Investment Advice Diploma, but are looking to demonstrate a higher level of professional competence.

Global Financial Compliance

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•The international regulatory environment
•The compliance function
•Managing the risk of financial crime
•Ethics, integrity and fairness
•Governance, risk management and compliance

Our study packages are designed to suit your learning style and availability. We offer both classroom courses or an online learning course.

Whichever you choose, you will have to study independently to pass. Our training includes access to our online portal as part of the package.

Classroom Tuition
2 days instructor-led classroom lectures, held at our London training centre.

Materials
Course slide pack with summary notes and instructor annotations uploaded onto the portal for post class review. The CISI manual is also included but will be billed as a separate item.

Online Learning
Home to a wealth of study resources and question practice, the online portal is available for all candidates studying with us.

CISI Diploma in Investment Compliance

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The CISI Diploma in Investment Compliance is designed for compliance professionals looking to increase their knowledge and enhance their professional standing. It&,#146,s also suitable if you work in the financial services industry and you want to gain a greater understanding and knowledge of the regulatory regime, or if you&,#146,re a professional advisor who has an interest in financial services. It is relevant for both wholesale and retail firms.

Why enrol on the CISI Diploma in Investment Compliance?

The Diploma in Investment Compliance is a globally recognised qualification and is accredited by Ofqual as the CISI Level 6 Diploma in Investment Compliance.

The qualification is globally portable and designed to address the needs of an international market place. Upon successful completion you will have the right to use the professional designatory letters ASI.

What&,#146,s on the syllabus?

The CISI Diploma in Investment Compliance is made of three modules. You must pass all three to be awarded the diploma:
•Level 4 Financial Regulation and Professional Integrity
•Global Financial Compliance OR Co... [Read More]

Portfolio Construction Theory

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•Investment Theory
•Asset Allocation Strategies
•Behavioural Finance
•Portfolio Performance
•Taxation

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition
6 days instructor-led classroom lectures or a 2 day revision course, held at our London training centre

Investment Management (Certificate)

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The Investment Management Certificate (IMC) is the first step to a career in the investment profession. Currently held by over 15,000 investment professionals, it is recognized by the fund management industry as the entry level qualification of choice and is often quoted as a pre-requisite for posts in investment management companies.

The IMC&,#146,s wide-ranging syllabus provides an excellent introduction to the investment profession for those working in:
•investment management
•investment support
•investment administration
•industry related areas, including information technology, compliance and marketing
•pension trustees, administrators and independent financial advisors looking to further their knowledge of the investment management process

What&,#146,s on the syllabus?

The IMC is split into two units:
•Investment Environment - covering topics including the regulatory environment, markets, taxation and client objectives
•Investment Practice - covering topics including financial instruments, portfolio management, accounting, economics and statistics

How much work is required?
Read More]

CFA Institute Investment Foundations (Certificate)

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•Investment industry overview
•Ethics and regulation
•Tools and inputs
•Investment instruments
•Industry structure
•Industry controls
•Serving clients&,#146, needs

CFA Institute Investment Foundations is administered globally by CFA Institute for anyone preparing and supporting investment decisions within the industry. Operations, client support services, marketing, compliance, HR, IT, legal - all would benefit from the broad syllabus covered by this qualification.

Why take CFA Institute Investment Foundation?

Studying the CFA Institute Investment Foundations can help improve your overall standard of knowledge. It can boost your understanding of investment devision and build a better understanding of roles and responsibilities across the industry. It also offers a universal and global standard to measure competency within the industry.

About the exam

Exam questions 120 questions

Time for exam 2 hours

CISI Investment Operations Certificate

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

Widely acknowledged as the most appropriate qualification for staff working in the administration and operations areas of the financial services industry, the IOC is taken by 10,000 candidates each year. It offers an overview of the financial services industry and its regulation, and incorporates a range of examinations that represent different technical activities within the industry.

Why enroll in the CISI Investment Operations Certificate?

The CISI IOC is highly regarded by many investment houses. Passing the exam reflects a thorough understanding of the financial services industry, as well as adding to your personal credentials. All the units feature on the Financial Services Skills Council&,#146,s list of recommended examinations. In fact, for some supervisory staff, it&,#146,s compulsory. If you work in a &,quot,captured&,quot, role your firm must be able to show that you have reached a benchmark level of competency and the IOC exam fulfills those criteria for most people.

Having this qualification on your CV demonstrates professionalism and a commitment to high standards. Once you&,#146,ve taken it, you can apply to t... [Read More]

Investment, Risk and Taxation

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

•The macro-economic context of investment advice and planning
•The main asset classes, characteristics and applications
•The main investment products, characteristics and applications
•Investment theories and their practical application
•Identification, measurement and assessment of investment risks and returns
•Taxation of investors and investments in the UK
•Portfolio planning, construction, review and maintenance
•Provision of investment advice including the ability to analyse clients?circumstances and apply suitable investment product recommendations to meet client-led objectives

CISI Investment Advice Diploma

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The CISI Investment Advice Diploma is suitable for advisors dealing in securities or derivatives and for staff advising on packaged products.

Why enrol in the CISI Investment Advice Diploma?

The CISI Investment Advice Diploma is RDR compliant and carries FCA approval and FSSC endorsement for the retail sector. It is highly regarded.

Upon successful completion you will have the right to use the professional designatory letters ACSI.

What&,#146,s on the syllabus?

The CISI Investment Advice Diploma is achieved by passing the following units sucessfully:
•UK Regulation and Professional Integrity
•Investment, Risk and Taxation

Plus one technical unit, depending on your role:
•Securities
•Derivatives
•Private Client Advice

How much work is required?

We estimate that you will need to do 140 hours of study for each of the papers, excluding the private client advice unit which will take 180 hours of study.

When are the exams?

Each unit is examined by multiple choice, except for the Private Client Advice exam which is examined by narrative exam... [Read More]

CISI International Certificate in Wealth and Investment Management

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The ICWIM is appropriate for staff working in private banking and wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop a thorough understanding of how to deliver wealth management advice. It&,#146,s broad focus makes it suitable for a wide audience, from new entrants to financial services, or professionals who may be interested in diversifying into wealth management.

Why enrol on the ICWIM?

The wealth management industry is facing unprecedented opportunities and major challenges. Wealth management is one of the fastest growing areas within the financial services industry and this qualification ensures that wealth managers and advisors understand the range of assets and investment products available in the market.

About the exam

The ICWIM is examined via computer based testing and exams take place throughout the year.

The exam consists of 100 multiple choice questions and lasts 2 hours.

Introduction to Securites and Investment

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom

•Introduction
•Economic environment
•Financial assets and markets
•Equities
•Bonds
•Derivatives
•Investment funds
•Financial services regulation
•Other financial products

Pages: 1 2 3 4 5 6 7 8 9 ...


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