Certificate in investment management

About the course

Companies over the world generate surplus cash and are always looking at investment avenues to deploy this cash to generate optimum returns. However, each investment option comes with some inherent credit risk or market risk. Companies must evaluate risks in different investment products and based on their risk appetite, choose the right investment product to generate incremental yield.

This course deep-dives into different risks, nuances and nitty-gritty of various investment products such as the money market, Gsec, corporate bonds, Exchange Traded Funds (ETFs), mutual funds, Alternative Investment Fund (AIF), Real Estate Investment Trust (REITs) and structured products. It gives practical insights into operations of investment management function at different industries such as corporates, bank, insurance companies, asset management companies and pension funds. Participants also get to understand the governance structure, regulatory aspects and the decision-making criteria for each of these five industries for the investment function.

What will you learn

• Concepts and overview of different risks and different investment objectives
• Different factors affecting choice of investment
• Investment products in India: money market, G-sec, corporate Debt, ETF, AIF, mutual funds
• Investment products in global market: REITs, structured products
• Criteria for investment management policy and investment management life cycle
• Operations of investment functions in corporates, bank, insurance companies, asset management companies and pension funds
• Governance structure, regulatory aspect and decision marking criteria for each of the above five industries

Course deliverables

• 8+ hours of recorded learning material
• Presentations 
• Post classroom assignments or case studies
• Six months access to the course material
• Online assessment 
• Certificate of completion

Assessment and certification

EY will award a Certificate of Completion to participants at the end of the program.

• Multiple choice question (MCQ) assessment to be conducted on fourth Saturday of the month (participant is eligible to take the assessment within six months of registration)
• Participant needs to achieve a minimum score of 50% to pass the exam
• All participants meeting the above criteria to be awarded e-certificates as Certificate of Completion

Course fee

• INR 3,000 + taxes

Special pricing on taking more than one certificates (email us for enquiry)