UCT IMACS Short Course

"The investment industry summed up in a week, and getting top industry professionals to simplify complexity in our working environment, was one of the most fulfilling experiences in my career."

"The course was highly beneficial to me as a newbie in this industry. I would recommend that everyone who is unfamiliar with the big picture of the investment world do the course."

The ASISA Academy designed the UCT IMACS Short Course in collaboration with industry professionals to support investment administration and client servicing teams with a deeper understanding of their products, the latest market developments, and their own organisations. Delegates come away with a better understanding of their clients and the investment industry realities, enabling them to engage at a higher level with their clients, and deliver improved service to their organisations. 

The course is hosted and curated by our IMACS Programme Champion, Anton Berkovitz, who has worked for over 30 years in the industry. The course is delivered in-person in an interactive workshop style over five consecutive working days (Wed, Thurs, Fri, Mon, and Tues at 08h30-16h30). Online iterations are also offered. To ensure the sessions are as enriching as possible, the Academy draws on the expertise of some of the most experienced, specialised professionals in the industry. Group size is limited to maximise engagement. Delegates are required to bring a laptop or tablet to in-person sessions to make full use of the learning environment.

The course is endorsed by UCT as a non-credit bearing short course. Delegates who pass the multiple choice assessment on the final day of the course will receive a UCT certificate. 

Learning areas covered include:

• Introduction to financial markets
• How the SA financial services industry fits together
• The investment management business structure
• Asset class overviews
• Governance structures and ethical dilemmas
• Investment philosophies
• The investment trade cycle
• Static data, corporate actions and pricing
• Key role players, including product providers, custodians and trustees
• Portfolio pricing and performance measurement

See the download link at the bottom of the page for a detailed list of learning objectives.

This course can be run in-house and tailored to an organisation's unique requirements. To enquire about this option, please click "Ask a question" at the top of your screen.