Funds Management in Practice

The Australian funds management industry is the largest in the world on a per capita basis and the fourth largest in overall terms. It is one of the fastest growing and most dynamic sectors in the economy, but how does it actually work?

Kaplan Professional’s new Funds Management in Practice short course provides a practical insight into how fund managers go about investing the trillions of dollars in managed funds around the world, having a direct impact on the personal wealth and retirement savings of millions of individual investors.

The course is designed as the next step up from Kaplan Professional’s successful Funds Management Markets and Products program.

Duration       Full day
PD points* 7 points
Level Intermediate
Fee $599 (Includes GST and is for an individual attending a public course at Kaplan Professional)
Venue This course can be delivered via in-house workshops or publicly at Kaplan Professional

Who should attend?

  • Staff in the wealth management industry, including those working in service provider organisations, master trusts or platform providers
  • Support staff working in customer service, marketing, IT or outsourced call centres.

What will I learn?

At the end of the course, you will be able to:

  • understanding the process a fund manager works through in managing an investment portfolio and how the investment strategy for a fund is formulated
  • discuss the arguments for balanced versus specialist managers
  • understand 'indexing' as an approach to managing a fund
  • discuss the role and importance of the investment mandate
  • understand of the factors considered in selecting a fund manager
  • outline the role of neutral and active asset allocations
  • outline approaches to measuring the performance of a fund.

What topics will be covered?

  • overview of the portfolio management process
  • getting the structure of the fund right
  • selecting the best fund manager for the job
  • setting asset allocation for optimum performance
  • measuring investment performance.

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.

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