Course overview

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.

Subject information

Learning Outcomes

Upon completion of this workshop, students 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
• Gain an insight into key developments in both retail and wholesale markets and the regulatory environment surrounding the industry
• Develop a broad understanding of the main concepts in investment, including the major asset classes, investment risk/return, asset allocation and manager style.

Topics

• Overview of the funds management industry
• Regulation and the regulators
• The investment process
• Superannuation and non-superannuation products

Units of competency

There are no units of competency issued with this course.

Fees

Contact your BDM about attractive fee incentives for corporate cohorts.

An updated schedule of fees is available here.

Duration

One (1) day face-to-face workshop (9:00am – 5:00pm).

Entry requirements

There are no prerequisites for this course.

Enrolment information

Delivery

Face-to-face full day interactive workshop with comprehensive study manual provided prior to workshop.

To register your expression of interest in a workshop, contact us on 1300 728 505 or speak to your Business Development Manager. Workshops are dependent on sufficient interest.

Exemptions

No exemptions are available for this workshop.

Assessments

There are no formal assessments for this workshop.

Policies

Student policies

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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Refund Policy

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