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Date
20.06. - 20.07.2022 09:00 - 17:00
Price excl. VAT (CHF)
350.00
Course description
Understand the background and theory of key concepts concerning investments. This course gives an overview of the Financial Services, concepts and characteristics of different assets classes and funds, process of Portfolio Management, Portfolio Construction Theory, and Analytics, Performance and Risk.
Objectives
  • Get an overview of financial services
  • Be able to describe the concepts and characteristics of different assets classes and funds
  • Understand the process of portfolio management  
  • Describe portfolio construction theory
  • Know analytics, performance and risk
Target audience
Anyone wanting a business overview and introduction to Financial services and Wealth management including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.
Course content
  • Introduction to Wealth and Financial management
  • Basic asset classes
  • Complex instruments
  • Funds
  • Portfolio management process
  • Portfolio construction
  • Monitoring and trading
  • Portfolio evaluation
Duration
This is a self-study course which is only delivered online.
The course will be available throughout the begin and end dates indicated upon logging in. There is no specific attendance day.
 
Estimated time to complete this course:
8 hours of self-study
Availability
30 Available

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