Funds Management Markets and Products

With over nine million Australians investing through managed funds, $1 trillion in funds under management and simpler superannuation encouraging even faster growth, the Australian funds management industry is the largest in the world on a per capita basis. However, with hundreds of managed products available, the industry can be bewildering for new entrants learning about the industry and how to approach their role.

Additionally, Australia has one of the most stringent regulatory regimes in the world. Understanding how managed funds are regulated is vital to appreciating how this dynamic industry operates.

Who should attend?

• New entrants to the funds management industry
• Staff working for service provider organisations, master trusts or platform providers
• Support staff working in customer service, marketing, IT and call centres will also benefit from attending this course.

What will I learn?

• You will obtain a practical understanding of the funds management industry and its markets, and the main products it offers to investors in both the superannuation and non-superannuation markets
• You will gain an insight into key developments in both retail and wholesale markets and the regulatory environment surrounding the industry
• You will develop a broad understanding of the main concepts in investment, including the major asset classes, investment risk/return, asset allocation and manager style.

What topics will be covered?

• overview of the funds management industry
• regulation and the regulators
• the investment process
• superannuation and non-superannuation products.

How to register

In-house workshops:

Our workshops can be customised and delivered at your premises giving you access to the training you need, when you need it. For more information or to discuss your training needs, please call 1300 728 505 or via email corporatesolutions@kaplan.edu.au.

Public courses held at Kaplan Professional:

How to register? Please check our Calendar of Short Courses to see if the course you wish to attend is scheduled in your region. If it is scheduled in your region, click the relevant course name and follow the prompts.

Expressions of Interest: We can schedule workshops for small groups at mutually suitable times at Kaplan Professional. If you are interested in attending a workshop, please complete an Expression of Interest form to enable us assess the level of interest for that course. We will then place your name on our waiting list for that particular course and will contact you as soon as we have received sufficient interest to run the course. (A minimum of 8 participants is required to run a course.) Scheduled courses may then be open to the public.

For more information, please call 1300 527 526 or email pdmail@kaplan.edu.au.

* The PD points quoted here are intended to be used as a guide only. Your Compliance Manager or Professional Body may assess this program according to their own guidelines. To receive PD points please take this course outline to your Compliance Manager or Professional Body for accreditation.