Funds Management Markets and Products

Subject outline

Funds Management Markets and Products

Workshop overview

With over nine million Australians investing through managed funds, $1 trillion in funds under management and simpler superannuation encouraging even faster growth, the Australian funds management industry is the largest in the world on a per capita basis. However, with hundreds of managed products available, the industry can be bewildering for new entrants learning about the industry and how to approach their role.

Additionally, Australia has one of the most stringent regulatory regimes in the world. Understanding how managed funds are regulated is vital to appreciating how this dynamic industry operates.

Learning outcomes

Upon completion of this workshop, students will:• obtain a practical understanding of the funds management industry and its markets, and the main

products it offers to investors in both the superannuation and non-superannuation markets• gain an insight into key developments in both retail and wholesale markets and the regulatory

environment surrounding the industry• develop a broad understanding of the main concepts in investment, including the major asset classes,

investment risk/return, asset allocation and manager style.

Topics covered

• overview of the funds management industry• regulation and the regulators• the investment process• superannuation and non-superannuation products.

Units of competency

There are no units of competency issued with this course.

Workshop duration and work load

The workshop is one full day, (9:00am – 5:00pm)

Course pre-requisites

There are no pre-requisites for this course.

Course delivery mode

This subject is delivered in a full day face-to-face workshop, with comprehensive study manual provided prior to the workshop.

Assessment tasks

There are no formal assessments for this workshop.

Fees

An updated schedule of fees is available at the Kaplan Professional website: <www.kaplanprofessional.edu.au>.

Course/subject exemptions

No exemptions are available for this workshop

Education policies

Students who enrol in a Kaplan course are bound by our published Educational Policies, including the policy that sets out our rules for assessment. They can review these policies before they enrol by going to the Kaplan website: <http://www.kaplanprofessional.edu.au/Study_Information/Policies>.

The policies also assist students when their study program does not go as planned and they need extra support.

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