Tailored in-house training

Investment Management

Strengthen investment management expertise across your teams, building the knowledge and analytical skills needed to navigate markets and manage portfolios effectively.

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Available courses

Kaplan's investment management courses build knowledge across the core disciplines of modern investing. Covering areas such as portfolio management, asset allocation, risk, compliance, and wealth management, each course combines technical understanding with practical application.

An Introduction to Investment Management

This course provides a clear and practical overview of the investment management industry. Participants explore how asset management operates, from investment decision-making and administration to performance measurement and client outcomes.

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Describe the structure of the investment management industry
Distinguish between buy-side and sell-side participants
Explain the key products and services offered
Identify major client groups and their needs
Understand core investment management principles
Explain different investment management styles
Recognise the importance of performance measurement
Interpret key measures of investment performance

Portfolio management simulation

Kaplan’s Portfolio Management Simulation provides a realistic, risk-free trading environment where participants apply investment theory in practice. Working across global markets, participants buy and sell equities and ETFs, monitor portfolio performance, and evaluate the outcomes of their decisions.

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Apply portfolio management concepts in a simulated market environment
Construct and manage diversified investment portfolios
Evaluate portfolio performance using key measures
Interpret metrics such as risk, return, alpha, and beta
Make informed trading and allocation decisions
Assess the impact of market movements on portfolio outcomes
Strengthen risk management and decision-making skills

Portfolio Construction and Asset Allocation

This course explores modern approaches to asset allocation and portfolio construction, with a focus on practical application. Participants examine how quantitative modelling, risk factors, and market scenarios inform robust investment decisions.

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Explain the value of a structured investment process
Assess the role of risk in portfolio construction
Understand the impact of diversification on portfolio outcomes
Compare key approaches to asset allocation
Evaluate different portfolio construction techniques
Recognise current trends and best practice in quantitative modelling

Private Client and Wealth Management

This course provides a practical overview of private client and wealth management in a changing financial environment. Participants explore how investment strategies, asset selection, and portfolio construction align with differing client needs and objectives.

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Analyse client profiles, objectives, and risk appetite
Understand the structure and behaviour of global capital markets
Explain the role of cash and fixed income instruments in portfolios
Assess the features and risks of structured products
Evaluate the use of alternative investments
Apply asset allocation principles to portfolio design
Measure portfolio performance against benchmarks
Develop investment strategies aligned to client needs

Portfolio Risk and Compliance

This course explores the principles and practical application of portfolio risk management within a demanding regulatory environment. Participants examine how market, credit, and operational risks affect investment portfolios and financial stability.

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Distinguish between risk and uncertainty in financial decision-making
Apply quantitative risk measurement techniques
Understand the principles of VaR, stress testing, and scenario analysis
Assess credit and market risk exposures
Explain the role of derivatives in risk management
Interpret key regulatory concepts, including Basel III requirements
Recognise drivers of operational and conduct risk
Identify approaches to managing tail-risk events
Strengthen risk awareness and control practices

Tailored in-house training

Cost

Competitive pricing

Format

Online / in person

Get in touch to learn more about in-house training solutions tailored for your organisation.

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Why choose Kaplan?

Choosing Kaplan means partnering with an industry leader dedicated to your team's growth. This is why some of the most globally recognised banks and investment companies trust us for their training and development needs.

Future facing

Our courses and support tools are developed with market leading employers. We understand the current and future needs of the industry and how to equip individuals to be ready for change.

Real-world impact

Our courses help develop essential knowledge and technical skills that can be applied in the real world, and cover a range of vital and emerging topics.