Agenda across 4 x half-days

13:15pm – 16:30pm (UK) 

• The main asset classes (cash, fixed interest, equities and property)
• The economic environment (inflation, interest rates, cycles, money supply)
• Investment theories (CAPM, MPT, EMH, Arbitrage and Behavioural Finance)
• The risks to investments  
• Investment products (OEICs, Unit Trust, Investment Trusts, Bonds, EIS, VCTs)
• Performance analysis (Alpha, Sharpe, Information Ratio)
• Time Value of Money and performance attribution 

 

Workshop format

This workshop is delivered online, via Zoom, over 4 x half day workshops, between 13:15 - 16:30 (UK) on:

Cohort 1:
24 February 2025
25 February 2025
3 March 2025
4 March 2025

Cohort 2:
2 June 2025
3 June 2025
9 June 2025
10 June 2025

Cohort 3:
6 October 2025
7 October 2025
13 October 2025
14 October 2025

Cohort 4:
8 December 2025
9 December 2025
15 December 2025
16 December 2025

(Please specific on the booking form, which cohort dates you would like to attend)

Your trainer is highly experienced and qualified in the subject matter, and as importantly, in how to deliver an effective and productive online training session, ensuring all candidates are fully engaged to maximise the learning experience. 

Your course will be interactive, with the use of screen share, virtual whiteboards, polls/quizzes and breakout rooms for smaller group discussions. You will also receive a recording of the entire workshop post course, along with all supporting documents used.  

The maximum continuous screen time during any session will be 45 minutes and the workshops will have breaks.  

 

Price

• Members: £199
• Non-members: £249

 

How to book

To register for this course, please complete the below form: 

For enquiries about this course, please email to: business.enquiries@cii.co.uk

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Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.