Courses

2010 Institutional Investment Management: What Makes the Business Tick?

A two-day course for managers, supervisors and employees on 'fast-track' programmes. The course, designed by IMA and Enterprise Learning, aims to provide delegates with an understanding of: the UK institutional marketplace and key factors impacting upon it; operational processes underpinning successful performance and client service; financial dynamics; the investment process; key aspects of the regulatory regime and challenges facing the industry going forward.

Registration Form (2010)
Course Brochure (2010)

Understanding the Business of Retail Investment Fund Management Companies 2010

This course, designed by IMA and Cadogan Financial to address the needs of staff joining or working within the retail investment fund management business, has proven invaluable to nearly 1000 delegates who have attended the course since its launch in 2000.

It comprises a brief yet comprehensive overview of the principles and mechanics of the successful operation of retail investment fund management businesses in the UK market, within an international context.

Registration Form (2010) 
Course Brochure (2010)

Understanding and Managing Risk in Investment Management Firms

A one day course on Risk Management developed specifically for the investment management sector.  

Its aim is to help managers, supervisors and specialists understand the main risks associated with investment management - from initial client requirements and product design through to investment decisions, dealing and investment administration.  Its focus is on the practical rather than the theory, with examples and case studies based on real situations and strategies which can be applied in today's environment.

19 May 2010:  IMA, 65 Kingsway, London WC2B 6TD
25 November 2010:  IMA, 65 Kingsway, London WC2B 6TD

Registration Form (2010)
Course Brochure (2010)