Benefiting from over 30 years’ practical skills training experience, Fitzwilliam Institute’s Online Diploma in Business with Mutual Fund Management course features:
Introduction to Business Management
The nature of business; Business plans and start-ups; Legalities – sole traders and partnerships; Limited companies, non-profit organisations, public sector organisations;
Vision and mission; Objectives; Planning and strategy; Contingency planning, implementation, change control;
Production methods, cost, revenue and break-even analysis; Quality assurance; Production planning; Project management;
Marketing concepts; Market research: Market segmentation, positioning and targeting; New product development and the product life cycle; Brand awareness; The Marketing Mix (product, price, place, promotion); Competitor analysis; Marketing strategies; E-commerce;
Mathematics and Statistics for Business
Financial Mathematics; Calculus and Profit Maximisation; Descriptive Statistics; Measure of Association; Probability; Statistical Inference;
Introduction to financial accounting; Users of financial information; Key accounting models; Terminology; Need for financial statements; The balance sheet; Balance sheet layouts, ratio and the balance sheet; Income statement and layout; Ratios, revenues and trade receivables; Owners equity; Cash flow measurement and documentation; Inventories and cost of sales; Tangible and intangible assets; Liabilities; Financial statements and recording transactions; Preparing financial statements; Analysing and interpreting financial statements; Analysis tools; Auditing;
Introduction to macroeconomics; Understanding macroeconomics; Principles of economics; How the market works; Gross domestic product; International trade; Open economy; Labour market; Income, expenditure and the circular flow; The consumer price index; Cost of taxation, employment, cost of living; The Philips Curve; National income, supply and demand for goods and services; Money and inflation; the Quantity theory of money; Interest rates; Social costs of inflation; Hyperinflation; Exchange rates; Economic fluctuations; Economic growth; Economy in the long run; Accumulation of capital; Population growth; Policies to promote growth; The Solow model; The business cycle; Aggregate demand and supply; The IS-LM model; The money market; How fiscal and monetary policies shift the LM curve; Floating and fixed exchange rates; The Mundell-Fleming model; Policy debates; Investment; Government policies;
Introduction to microeconomics; Trade, trade-offs and government policy; Production and supply; Elasticities; Individual choice in supply and demand; Production and cost analysis; Competitive markets; Oligopoly and monopolistic competition and strategic pricing; Uncertainty;
Leadership and Communication in the Workplace
Effective communication skills; Leadership styles; Information gathering and interpretation; Problem solving; Decision making; Workforce planning; Conflict resolution; Time management; Delegation;
Effective Performance in the Workplace
Company organisational culture and structures; Building an effective workforce – recruitment, team selection; Appointment and termination; Training and appraisal; Motivational strategies; Competition in the workplace; Wage and salary administration; Job restructuring;
Employee Relations and the Law
Human resources management; Employee representation; Industrial democracy including bargaining, consultation and participation; Industrial relations - action and disputes; Government policy (including EU and other industrial blocs); Consumer protection, workforce protection, equal opportunities legislation, pressure groups; Taxation;
Business ethics; Business and the environment; Corporate social responsibility; Commercial Law; Company Law; Contract Law; Employment Law; Law of Tort;
Innovation, research and new product development;
Introduction to spreadsheets; Step by step instructions on using the features, functions and applications for spreadsheets; Customizing the spreadsheet software; Installing the spreadsheet software; Security; Platforms; Operating system compatibility;
Setting Up & Marketing Your Own Consultancy
The Business Plan; Legalities; Setting Up; The Marketing Strategy; Knowing Your Competitors; Promotional Tools;
Preparation and Research; Speech Content; Subject Matter and Objectives; Speech Delivery and Variety; Body Language; Eye Contact; Presentation Aids; Management of locations and audiences; Presentation structure;
MUTUAL FIND MANAGEMENT
Introduction to Mutual Fund Management
What are mutual funds; Characteristics of mutual funds; History; Introduction to regulation; Types of mutual funds: open-end, unit investment trust, closed end, exchange traded; Classification by investment (money market funds, bond/fixed income funds, stock/equity funds, hybrid funds); Index funds; Actively managed funds; Fund expenses; Organizational structure; The fund manager; Types of securities; Advantages and disadvantages of mutual funds;
The Mutual Fund Industry
History of mutual funds; Early development; Fund growth; Regulation, size and segments; Competition; Fees and expenses; Mutual fund performance; Volatility of portfolio; Environmental impact; Share of assets; Mutual fund flows; Demand for funds;
Financial Laws & Regulations
Introduction to International laws and regulations; The process of authorization; Investor protection; Administration; Fund management; Investment restrictions;
Mutual Funds – The Cost
Yearly fees; transaction costs (brokerage commissions, market, impact, spread cost); The expense ratio; Management fees; Administrative costs; Advisory fees; Front end loads; Back end loads; No-load fund; Tax cost; Cash drag;
Mutual Fund Risk
Defining mutual fund risk; Risk characteristics; Price stability and returns; Call risks; Credit risk; Income risk; Interest rate risk; Risks associated with the economy; Market risk; Principle risk; Currency risk; Inflation risk; Management;
Valuation and Evaluation
Introduction to valuation; Items that are valued; Valuing the securities in the portfolio; Financial assets/liabilities; Reasons for valuation; Net asset value; Mutual fund prices; Market fluctuations; Price of shares; Valuation models; Regulation of valuation methods; Fair value of traded securities; Valuation date;
On successful completion of this course you will receive a Professional Diploma qualification that is certified and awarded by the ICM (Institute of Commercial Management).
The Institute of Commercial Management was founded in 1979 and is one of the leading Professional Examination and Certification Bodies in the world today. Fitzwilliam Institute have developed and provided practical skills training courses in liaison with the Institute of Commercial Management qualifications and certifications framework for over 25 years. The Institute of Commercial Management certifications and continual professional development training awards are recognised by leading industries, bodies and professions.
Duration: You will have full access to online resources and subject expert support for one calendar year. However, you can complete the course in as little as 4 - 6 months, by dedicating 6-8 hours of study per week.
Course Fees: 995.00 EUR
To secure your place on the course the full fee is required. All fees must be paid in full before the course begins. Please note, the full course fees are inclusive of all course materials and certification costs.
Enrolment intake is strictly limited on this course. Early application is advised. Places are allocated on a first come first served basis.
Fitzwilliam Institute closes on Bank Holidays and for a number of days at Christmas and New Year. Fitzwilliam Institute reserves the right to postpone, cancel or alter courses without notice or to change any of the details in this brochure. Fees are not refundable unless the course is cancelled by Fitzwilliam Institute. Distance Learning courses are provided by Fitzwilliam Institute BGLS Ltd.
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