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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
5 May 2025
SUBJECT DURATION
12 weeks
SUBJECT FEE
$2,700.00
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. Practical application is achieved through analysis of both real and fictional case studies.
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:
16 Dec 2024 - 4 Apr 2025
❌ Enrolments now closed
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
Assessment dates See assessment information
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
✓ Enrolments open now
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
25 Aug 2025 - 14 Nov 2025
Early access opens 28 July 2025
Early access to assessments 11 August 2025
Study period commences 25 August 2025
Enrolments close/census 10 September 2025
Study period ends 14 November 2025
27 Oct 2025 - 16 Jan 2026
Early access opens 29 September 2025
Early access to assessments 13 October 2025
Study period commences 27 October 2025
Enrolments close/census 12 November 2025
Study period ends 16 January 2026
Note: If this subject is undertaken as a standalone subject, no FEE-HELP is available.
FEE-HELP is available for individuals undertaking this subject as part of a qualification. Click here to find out if you’re eligible.
Click here for a full list of fees and allowances.
Further fees
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We are pleased to announce that the following enhancements have been made to this subject:
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