IA Training Programme

08 June

Fundamentals of the Private Markets

17 June

Understanding Financial Adequacy: Capital and Liquidity Requirements Under IFPR for Investment Managers

21 June

Managing Client Assets and Client Money (CASS)

20 June

The New Consumer Duty for Investment Management Firms

22 June

Market Abuse Regulation (MAR)

24 June

An Introduction to Derivatives

27 June

Introduction to the FCA's TCFD Disclosure Regime

28 June

Cyber Security for Boards, Senior Executives and Senior Information Risk Owners (SIRO)

29 June

Introduction to FCA supervision of the Investment Management Sector

IN-HOUSE TRAINING

Sometimes, bespoke training, tailored to help you achieve your organisation’s specific development objectives is the most efficient and cost-effective way to train your people. That’s why, we can provide all of our training courses and programmes as in-house options. This means:

your people can receive training together, at a time most convenient for your business
we can modify course content and case studies so they’re directly relevant to what your organisation does and the financial products it offers
you have a cost-effective solution to train larger numbers of people.

For more information about, or to discuss, our training courses and programmes, email ryan.white@theia.org

IA Learning

Deliver a continuous learning culture with our award-winning LMS

The IA Learning LMS gives you access to an easy-to-navigate, customisable learning platform delivering a wealth of industry-leading training courses. It enables a culture of continuous learning with content that is accessible from any device, anywhere, at any time.

Over 60 modules created by industry experts.
Award-winning financial-services-learning-management system.
Bite-sized e-learning accessible on your PC or tablet, at any time.
Trusted by over 750,000 users in 350 financial services firms.
Compliance training, CPD and T&C managed through one platform.
Learning content continually updated in line with changing regulation.

Find out more here

UNDERSTANDING INVESTMENT FUND MANAGEMENT E-LEARNING COURSE

Course overview:

This pathway provides a comprehensive online self-paced overview of the business of operating retail UK-based open ended investment funds (UK UCITS and NURS), explaining what the key activities are, why they matter and how they are regulated.

Designed to give learners an understanding of the business in the round, both as an introduction and as a reference source, the e-learning has been developed by Cadogan Financial Ltd, which has successfully delivered the two-day classroom course Understanding the Business of Investment Fund Management in co-operation with the Investment Association for twenty years.
It is also a ‘jargon buster’, describing in plain English what the many investment fund management acronyms (UK UCITS, NURS, OEICs, ICVCs, etc) and terms (such as single and dual pricing, dilution levy or adjustment) mean, and their significance, such as the differences between variable capital (open ended) funds and fixed capital (closed ended) funds.

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