P200826BSP

Investment Systems, Operations and Marketing

Programme Scheme : IBF-STS and, Core FAA / SFA CPD


Programme Title Investment Systems, Operations and Marketing
Programme Scheme IBF-STS and, Core FAA / SFA CPD
Training Provider Wealth Management Institute Limited
Purpose of Programme

Course Description and Scope This course gives you the overview of Asset Management in the context of operations and marketing and includes basic processes of settlement and reconciliation fund administration, fund legal structures in various countries, and fund passporting. For marketing, the course details the concept of product specialists, due diligence and marketing of fund products. Course Learning Objectives and Content This course aims to provide the student with a good overview of the operations and marketing functions in an asset management company, as well as an understanding of the rules and regulations governing these functions. 1. Introduction to Asset Management 2. Types of Funds/Structures & Fees 3. Marketing of Asset Management Products (RFP & DD) 4. Fund Administration 5. Trading & Settlement 6. The Future

Programme Website http://www.wmi.edu.sg
Programme Prospectus Click here to download file
Type of Programme Training & Assessment
Industry Segment Asset Management
Location of Training
Training Duration/ CPD Hours: Total: 19.5 Hr(s)
2 Full Day(s) over 1 Month(s)

Core FAA CPD: 4 Hr(s)
Core SFA CPD: 4 Hr(s)
Name of Contact Person: Nathan Ong
Designation Senior Lead Programme Manager
DID 69945614
Email nathanong@wmi.edu.sg
Skills Category Skills and Competencies Proficiency Level
A. Business Development and Strategy Management A17. Proposal Management 3

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