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Course Information

Investment Management Masterclass Course Outline

Module 1: Introduction of Investment Management

  • What You Need to Know?
  • Information or Noise?
  • Intuition
  • Random Occurrences
  • Law of Small Numbers
  • Average is Average
  • Efficient Markets
  • Random Walk

Module 2: Avoiding Torpedoes

  • Perfect Earnings Forecasts
  • Can Analysts Forecast Earnings Changes?
  • Earnings Forecasts (and Torpedo Stocks)
  • Using Earnings Forecasts
  • Size Effect
  • Price-Earnings Effect
  • Growth Magic
  • Estimate Revisions

Module 3: Landmark Insights

  • Compensation for Bearing Risks
  • Daring to Be Different
  • Active Management Law
  • What Guides Investors?

Module 4: Dissecting Returns

  • Luck or Skill?
  • Measuring Investment Returns
  • Anatomy of the S&P 500
  • Returns Earned by Investors
  • Market Timing Versus Asset Allocation
  • Market Timing: Risk Versus Reward
  • Know the Odds Before You Play the Game

Module 5: Putting the Pieces Together

  • Trading Costs
  • Mutual Funds
  • Style Persistence
  • Asset Allocation
  • Beware of Taxes
  • Beyond Active Versus Passive
  • Long-Term Capital Management

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Who should attend this Investment Management Masterclass?

The Investment Management Masterclass is tailored for professionals seeking to enhance their expertise in the field of investment management. This comprehensive course caters to a diverse range of individuals, including:

  • Financial Analysts
  • Portfolio Managers
  • Investment Bankers
  • Asset Managers
  • Private Wealth Managers
  • Hedge Fund Managers
  • Financial Planners
  • Risk Analysts

Prerequisites of the Investment Management Masterclass

There are no formal prerequisites are required for the Investment Management Masterclass Course. However, a basic understanding of financial concepts and investment terminology would be advantageous.

Investment Management Masterclass Course Overview

Investment Management is the procedure of making a portfolio of bonds, stocks, and other investments based on the financial goals. It often comprises advising an investment strategy, selling and buying investments, and handling the portfolio’s asset allocation. Studying Investment Management helps individuals to increase portfolio management skills, learn new strategies, and can help to increase earnings. Organisations can benefit from Investment Management by assuring the accuracy of amortisation rates, identifying and managing the risks, and keeping track of the assets. Expanding expertise by studying Investment Management Masterclass can help individuals to widen their scope in the industry both in terms of value and career opportunities.

This 1-day Investment Management Masterclass training course covers all the important topics by which delegates will become fully familiar with the role of Investment Management in today’s market. They will learn about taxes and investing money in mutual funds’ investments. Delegates will learn various concepts such as style persistence, asset allocation, active management law, efficient markets, estimate revisions, and many more during this training. Our highly professional trainer with years of experience in teaching such courses will conduct this training course and will help you get a complete understanding of this course.

This training will also cover the following essential topics:

  • Growth magic
  • Returns earned by investors
  • Random walk
  • Market timing: risk versus reward
  • Estimate revisions
  • Intuition

After attending this Investment Management Masterclass training course, delegates will be able to invest money in the efficient markets at the right timings. They will also be able to invest money in long-term capital management and measure investment returns. This training will help them supercharge their knowledge and skills in Investment Management and apply them in real life scenarios.


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What’s Included in this Investment Management Masterclass?

  • World-Class Training Sessions from Experienced Instructors
  • Investment Management Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Our easy to use Virtual platform allows you to sit the course from home with a live instructor. You will follow the same schedule as the classroom course, and will be able to interact with the trainer and other delegates.

Our fully interactive online training platform is compatible across all devices and can be accessed from anywhere, at any time. All our online courses come with a standard 90 days access that can be extended upon request. Our expert trainers are constantly on hand to help you with any questions which may arise.

This is our most popular style of learning. We run courses in 1200 locations, across 200 countries in one of our hand-picked training venues, providing the all important ‘human touch’ which may be missed in other learning styles.


Highly experienced trainers

All our trainers are highly qualified, have 10+ years of real-world experience and will provide you with an engaging learning experience.


State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible


Small class sizes

We limit our class sizes to promote better discussion and ensuring everyone has a personalized experience


Great value for money

Get more bang for your buck! If you find your chosen course cheaper elsewhere, we’ll match it!

This is the same great training as our classroom learning but carried out at your own business premises. This is the perfect option for larger scale training requirements and means less time away from the office.


Tailored learning experience

Our courses can be adapted to meet your individual project or business requirements regardless of scope.


Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.


Team building opportunity

This gives your team a great opportunity to come together, bond, and discuss, which you may not get in a standard classroom setting.


Monitor employees progress

Keep track of your employees’ progression and performance in your own workspace.

What our customers are saying

Investment Management Masterclass FAQs


Investment Management is the process of managing various financial assets and additional investments. It contains banking, tax services and duties, budgeting, and many more. The main purpose of Investment Management is to earn maximum benefits and reach your financial goals effectively.
In this Investment Management Masterclass training course, there are no formal prerequisites.
This Investment Management Masterclass training course is suitable for anyone who wants to develop a broad understanding of the Investment Management industry.
A mutual fund is a kind of financial vehicle prepared from a pool of money collected from various investors to invest in securities like bonds, stocks, money market instruments, etc.
Enhance portfolio management skills, learn new investment strategies, gain insights from like-minded professionals, transition into a new role, boost your earnings, and share new knowledge with the team are the main benefits of Investment Management training.
This course is [ ] day(s)
Diversification, professional management, tax benefits, highly liquid, higher Return on Investment (ROI), well-regulated, easy investment, etc., are the main benefits of mutual funds.
During this Investment Management Masterclass training course, you will learn various topics such as compensation for bearing risks, daring to be different, active management law, what guides investors, style persistence, asset allocation, beware of taxes, and many more.
The price for Investment Management Masterclass certification in the United Kingdom starts from £895
The Knowledge Academy is the Leading global training provider for Investment Management Masterclass.

Why choose us


Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.


Many delivery methods

Flexible delivery methods are available depending on your learning style.


High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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