Course Agenda:

Fundamentals Of Asset Management And Financial Strategy

Fundamentals of Asset Managementintroduces candidates to the asset management process and to the technical skills that a competent asset manager must posses in order to serve his or her clients successfully. You will learn the primary concepts of asset management (insurance, investments and estate planning) and their corresponding interrelationship in providing comprehensive personal asset management.

Investment Management And Managed Funds

This topic explores the contrast between equity and fixed income investments, and the difference between fundamental and technical analysis. You will learn about modern portfolio theory (asset allocation, diversification, market timing and security selection).

Risk Management

The Risk Managementmodule looks at the various types of risk that individuals and businesses face and how they can avoid or manage these risks.

Event Overview

Delegates attending will be able to:

• Define the elements of good asset management practice• Identify the roles and responsibilities of the asset management team• Distinguish "best practices" in reporting and monitoring• Debate the pros and cons of managing your own portfolio• Add CAM™ certification to your resume

Course Overview

The curriculum for the Asset Management Executive Certification is geared entirely towards the focus on asset management and financial planning. A core group of specialty graduate topics focuses on the major functional issues of asset management planning, ranging from strategy to risk management.

Who Should Attend

The people for whom this training will be the most valuable are those that are new to working in asset management, or for those that deal with some aspects but would greatly benefit from being able to understand the whole picture.

Qualifications, Certification

The CAM course is a combined designation program. This course is taken in conjunction with the Chartered Wealth Manager Program. Completion of this course entitles you to receive the academic designation of Chartered Asset Manager™ or CAM™ along with the CWM™. Both can be used together or interchangeably on the resume or on business cards.