As a business grows, it’s important to protect each department from financial risk. Financial professionals must understand asset allocation and distribute monetary assets between cash, bonds, stocks and shares, and real estate. This method helps to spread the risk of financial loss, meaning that when an issue arises, or a downturn in the market occurs, a business isn’t left struggling financially by putting all of its eggs in one basket.
To effectively manage a portfolio of assets, it’s important to understand the financial market across various sectors and keep up to date with changes based on software, technology, and sustainability requirements.
Understanding the terminology and best practices within the banking environment is important for making the best decisions and creating a beneficial asset portfolio to secure the business’s future.
When making portfolio amendments and decisions, it’s essential to review previous data, manage performance and monitor changes in the market. This performance measurement will help you to develop the best strategies going forward.
Upon completion of this course, participants will be able to:
This course is designed for anyone responsible for developing or transforming financial asset portfolios to assist with making positive financial decisions. It would be most beneficial for:
This course uses various adult learning techniques to aid full understanding and comprehension. Participants will review current market trends and examine various real-world examples to understand the positives and negatives of asset spreads.
They will undergo group discussions to create strategic project plans and review example datasets to identify where changes need to be made to secure business finances. They will be presented with the most up-to-date software options and tools to make accurate financial decisions, review the possible outcomes of their planned decisions, and learn how to create contingency plans for any errors.
Section 1: Financial Trends in Asset & Portfolio Management
Section 2: Equity, Real-estate & Building Allocation
Section 3: Fixed Income Allocation & Management
Section 4: Managing Financial Risk
Section 5: Understanding Private Equity
Section 6: Structured Product Options
Upon successful completion of this training course, delegates will be awarded a Holistique Training Certificate of Completion. For those who attend and complete the online training course, a Holistique Training e-Certificate will be provided.
Holistique Training Certificates are accredited by the British Accreditation Council (BAC) and The CPD Certification Service (CPD), and are certified under ISO 9001, ISO 21001, and ISO 29993 standards.
CPD credits for this course are granted by our Certificates and will be reflected on the Holistique Training Certificate of Completion. In accordance with the standards of The CPD Certification Service, one CPD credit is awarded per hour of course attendance. A maximum of 50 CPD credits can be claimed for any single course we currently offer.