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Home > Subjects > FIN206 – Investment Management
Investment Management focuses on the investment management process, including portfolio construction and performance management. It examines asset allocation approaches and the process of managing equity, fixed interest, property, and alternative asset portfolios. It also discusses the impact of taxation on portfolio management, and strategies to maximise the tax effectiveness of a portfolio.
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STUDY MODE
100% online
AQF LEVEL
8
NEXT INTAKE
26 Aug 2024
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,600.00
This subject focuses on the investment management process, including portfolio construction and performance management. It examines asset allocation approaches and the process of managing equity, fixed interest, property, and alternative asset portfolios. It also discusses the impact of taxation on portfolio management, and strategies to maximise the tax effectiveness of a portfolio. Students undertake practical analysis and provide investment management recommendations in a simulated scenario to apply their learning.
This subject contributes to the investment analysis specialisation.
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On successful completion of this subject, individuals should be able to:
There’s no prescribed text for this subject.
Individuals are provided with key readings and access to Kaplan Professional’s online databases. Individuals are encouraged to research and read widely on the topic.
Click here for an assessment timetable.
Kaplan Professional assumes that individuals have completed FIN202 Fundamentals of Asset Valuation and FIN203 Fundamentals of Equity Markets, or understand the content covered in those subjects, prior to undertaking FIN206 Investment Management.
Individuals may not be required to complete this subject if they have transitioned from a SIA/Finsia/Kaplan Professional course and have completed the following subjects:
29 Jul 2024 - 15 Nov 2024
✓ Enrolments open now
Early access opens 29 July 2024
Early access to assessments 12 August 2024
Study period commences 26 August 2024
Enrolments close/census 11 September 2024
Study period ends 15 November 2024
Assessment dates See assessment information
30 Sep 2024 - 17 Jan 2025
Early access opens 30 September 2024
Early access to assessments 14 October 2024
Study period commences 28 October 2024
Enrolments close/census 13 November 2024
Study period ends 17 January 2025
16 Dec 2024 - 4 Apr 2025
Early access opens 16 December 2024
Early access to assessments 30 December 2024
Study period commences 13 January 2025
Enrolments close/census 29 January 2025
Study period ends 4 April 2025
10 Feb 2025 - 30 May 2025
Early access opens 10 February 2025
Early access to assessments 24 February 2025
Study period commences 10 March 2025
Enrolments close/census 26 March 2025
Study period ends 30 May 2025
7 Apr 2025 - 25 Jul 2025
Early access opens 7 April 2025
Early access to assessments 21 April 2025
Study period commences 5 May 2025
Enrolments close/census 21 May 2025
Study period ends 25 July 2025
2 Jun 2025 - 19 Sep 2025
Early access opens 2 June 2025
Early access to assessments 16 June 2025
Study period commences 30 June 2025
Enrolments close/census 16 July 2025
Study period ends 19 September 2025
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