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With over 9 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.
About the presenter
Peter Pontikis is the Queensland based investment director (Macro) and responsible manager for India Avenue Management Investment, a now established Mid-Cap Indian Equity fund.
His background is in private and institutional wealth management solutions, provided to Australasian high and ultra-high net worth investors and institutions where he brings four decades of investment, wealth management financial markets and his own active investing experience to his consultancies. A fellow of CPA Australia, he sits on its ethics and professional conduct centre of excellence committee and is also is a senior fellow of FINSIA where he is a Queensland state councilor. He has authored several books on foreign exchange and trading in financial markets.
Upon completion of this online workshop, individuals will:
Units of competency
There are no units of competency issued with this course.
$400 including GST per person.
Contact your BDM about attractive fee incentives for corporate cohorts.
25 August and 26 August (online attendance both days is required).
Start time: 9:00 AM – 12:00 PM AEST (3 hours each day).
Attendees will be provided with the opportunity to ask questions to the presenter during/after these sessions.
There are no prerequisites for this course.
Individuals are required to be aged 18 years or older to enrol in this course.
This course is held online via Zoom and will not be recorded.
A certificate of attendance will be provided to individuals who attended both sessions in full. CPD can not be awarded for attendance of this online course.
No exemptions are available for this workshop.
To enrol in this course, click here to download the enrolment form.
There are no formal assessments for this workshop.
Individuals who enrol in a Kaplan Professional course are bound by our published policies, including the policy that sets out our rules for assessment. Individuals can review these policies here. The policies also assist individuals when their study program does not go as planned and they need extra support.
Terms and Conditions
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1300 728 505
This online course is designed for new entrants to the funds management industry. It is ideal for staff working for service provider organisations, master trusts or platform providers; and support staff working in customer service, marketing, IT and call centres will also benefit from attending this online course.