Suitable for professionals interested in alternative risk transfer as well as those involved in finance more broadly.
A good match for public officials whose projects utilise capital markets to achieve development or disaster management goals.
Applicable to professionals who have limited experience in the private sector and want to better understand how the financial markets operate.
Had some experience with finance but always struggled to figure out how all the pieces of the system fit together? This course will provide the framework to put them in place. We will cover investors, intermediaries, investment instruments, and more.
Capital markets comprise a very significant part of the world economy. Understanding of how this industry works is in high demand, and professionals in this field are less likely to be displaced by automation and the impact of Covid-19.
Total global financial assets.
Source: McKinsey & Company, October 2021.
Potential net job growth in financial and insurance activities in EU-27, United Kingdom, and Switzerland in midpoint automation scenario (2018-2030). Source: The future of work in Europe, McKinsey Global Institute, 2020
only of accounts-owning adults
are financial literate globally,
as are 57% of account owners in major advanced economies and 30$ in major emerging economies. Source: The Standard & Poor’s Ratings Services Global Financial Literacy Survey.
of CFA Institute members surveyed said it is important for them to actively develop new professional skills. Source: CFA Institute.
Our course is 100% online. When you sign up, you will have access to the Moodle LMS portal,
allowing you to learn at your own pace, wherever you are in the world.
Our UK CPD certified Capital Markets and Investment Management Course will equip you with the knowledge and deeper understanding of the principles underpinning the capital markets.
Not only it demystifies the world of capital markets and investment management, but also showcases its potential as a tool for change, growth, and collaboration across sectors.
You will learn how the components of the system work together to connect the end investors with the source of investment returns.
For professionals across sectors, the course offers a roadmap to navigate the often complex landscape of investment management. Whether it’s understanding the role of a wealth manager, the intricacies of mutual funds, or the operational dynamics of broker-dealers, participants are equipped with practical case studies to understand the investment journey.
The course provides a deep dive into the workings of capital markets, pivotal for insurance professionals keen on alternative risk transfer. It includes instruments such as catastrophe bonds, which offer a way to leverage the capital markets for insurable risks. The case study on tracking investments from lottery winners to catastrophe bonds, for instance, demystifies the investment process and the role of intermediaries, offering a clear view of how capital flows within the sector.
For public officials working on projects that harness capital markets to achieve development goals, this course presents a helpful guide. The sessions have intricately connected the foundational aspects of capital markets to practical applications, enabling participants to recognise how investments can be mobilised for public good. With the rise in infrastructure financing and green bonds, understanding the depth and breadth of these markets can support projects aimed at societal development or disaster management.
International development organisation professionals, particularly those with limited exposure to the private sector, can greatly benefit from the course’s clear breakdown of financial market operations. From understanding basic investment principles and the structure of various market instruments to the nuances of investment behaviours and strategies, attendees are well-equipped to interact with private sector counterparts and make informed decisions in collaborative projects.
By the end of this course, you will be able to:
Lecture 1: Introduction to Capital Markets and Investment Management
Lecture 2: Investors & Aggregators
Lecture 3: Investment Instruments
Lecture 4: Intermediaries and Investment Managers
Lecture 5: The Nitty-Gritty of Finance
Lecture 6: Extended Case Study
Kirill Savrassov, MSc., LLB (Hons.), Cert ILS & Oleg Kapinos, CAIA – founders & co-lecturers
This course is entirely online.
Modules are released weekly and can be undertaken in your own time, wherever you are in the world. This interactive course has been designed for busy professionals and students alike.
When enrolled, you will have access to the Moodle learning portal, and you’ll be able to work at your own pace, whenever and wherever you like
The content of this course has been certified by the CPD Certification Service as conforming to continuing professional development principles and may be applicable to individuals who are members of, or are associated with, UK-based professional bodies. The course has an estimated 24 hours of learning. To learn more on UK CPD click HERE.
Please Note: Should you wish to claim CPD activity, the onus is upon you. Phoenix CRetro Limited accept no responsibility, and cannot be held responsible, for the claiming or validation of UK CPD hours or points.
Upon successful completion of the program, you’ll receive a formal Certificate of professional qualification upgrade as proof of your knowledge of the subject and a «Cert ILS» (Certified ILS Specialist) designation to underline your ILS knowledge commitments.
To learn more VISIT our CPD Page.
"Let our advance worrying become advance thinking and planning."
Capital Markets and Investment Management and The Fundamentals of Insurance-Linked Securities are UK CPD certified online professional qualification upgrade courses convened by Phoenix CRetro Ltd.in partnership with various professional and educational institutions worldwide.
This section is reserved for prospective online registration/payment option
