In the world of investment management, most professionals are not analysts or portfolio managers. Instead, they hold various roles in operations, IT and software, marketing, client relationships, HR, support, and beyond. While these individuals work towards the mission of delivering value for investors, many may not have a strong background in finance or investing. Fortunately, this doesn’t mean you can’t contribute effectively. A basic understanding of the industry’s jargon, principles, and processes is all you need to add significant value.

Over three immersive days, the Asset Management Fundamentals (AMF) course will provide you with this essential knowledge. You will gain clarity on key terminology, concepts, and functions relevant to your workplace. As a result, you will gain a fresh perspective on how your work fits into the broader business context, empowering you to perform your role more effectively.

Originally developed in close collaboration with two leading South African asset management firms, AMF (a Skillfully course) ensures that it meets the industry’s precise needs without wasting your time. Since its inception, the course has been offered multiple times, benefiting from continual refinements and innovations aimed at maximising engagement and interest. This commitment keeps the course at the forefront of the industry.

Who is the course for?

• Operational staff
• Software engineers, developers and testers
• Marketing specialists and client relationship managers
• HR specialists
• Support staff

What is covered?

• The big picture: the purpose of asset management
• Investment philosophies & styles: active, passive, value, growth, and more
• The relationship between asset classes, portfolios, products, and clients
• Financial instruments, including equities, bonds, and derivatives
• Retirement funds: mandates and key regulations
• Differences between segregated portfolios and unitised products
• Fees and performance measurement
• Unit price calculations
• Trade cycle: key role players, processes, cycles and timeframes

How is the learning achieved?

This course is not your regular classroom experience. Lead instructor Darron West firmly believes that active learning transcends screens and presentations. Instead, he fosters engaging conversations, allowing discussions to flow naturally as questions arise. Moreover, each delegate contributes their own knowledge and experiences, enriching the learning environment.

To keep the sessions lively, the course includes various exercises, group activities, fun quizzes, and even Kahoot competitions. These interactive elements ensure that learning remains enjoyable, even during the post-lunch hours. Upon completion, you will earn an Asset Management Fundamentals certificate.

We can run this course in-house and tailor it to your organisation’s unique requirements. Additionally, we offer special rates for larger groups. To inquire about your options, please click “Ask a question” at the top of your screen.