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CPD Course
The Investment Team
Develop practical knowledge and confidence in The Investment Team.
This course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:
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Course Description
Buying for a team?
Choose 5 or 10 licences to purchase access for multiple learners at a reduced per-person rate. After purchase, eBSI will contact you to confirm the learner details and arrange course access for each participant.
Develop practical knowledge and confidence in The Investment Team.
This course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:
Why this course matters
This course turns the subject into practical, structured learning you can apply in real business and workplace situations. It is designed to help you move beyond definitions and understand how the ideas, tools and decisions covered in the course fit together.
What you will gain
- Build a practical understanding of the key concepts covered in The Investment Team.
- Recognise where the topic applies in real workplace or business situations.
- Apply the methods and good-practice approaches covered in the course with greater confidence.
Who is this course for?
This course is suitable for professionals, managers, business owners and learners who want practical knowledge they can apply in real workplace situations.
Course at a glance
- Study time: approximately 2 hours.
- Format: self-paced online learning.
- Professional development: CPD course.
Course Description
Seat Time: 1.5hrs - Desc:
This course will introduce the learner to the responsibilities of and the functions performed by the investment team. This course will also provide an overview of the various departments involved in investment banking. After completing this program, the learner will be able to:
- Understand the role of the investment team.
- Explain the purpose and function of various departments in terms of investment banking.
- Adhere to the duties of an investment official.
Course Topics
T1. The Investment Team: This topic will serve as an introduction to the functions performed by the investment team, with an overview of the positions that are included on the senior management team and the departments involved.
T2. Trading: This topic will provide an overview of the responsibilities of the Trading Department involving transactions required for the trading of stocks, bonds, currencies, options, or futures.
T3. Finance Services: This topic will introduce the learner to the Finance Department, which is made up of consultants who advise investors about market opportunities and changing market conditions.
T4. Brokerage: This topic will explain the purpose and function of the Brokerage Department, which deals in securities such as stocks, bonds, insurance, and other investments which earn commissions for the financial institution.
T5. Portfolio Management: This topic will discuss the functionality of the Portfolio Management Department, which is comprised of skilled employees who work with investors to perform various tasks.
T6. Additional Departments: This topic will expand upon two essential departments involved in investment tasks, Mergers and Acquisitions, which structure and execute a wide range of transactions, and Foreign Exchange, which manages investor demand for securities issued in emerging markets.
Continue your learning
Part of this learning pathway: Banking & Finance
Course pathway: eBSI Banking Academy > Banking & Finance > The Investment Team
Explore more Banking & Finance training or return to the eBSI Banking Academy.
Your questions, answered
Does the course include a certificate?
The course assessment leads to a downloadable digital PDF CPD Certificate of Completion. See the course description for the CPD credits awarded.
What is CPD?
CPD stands for Continuing Professional Development. It is the ongoing learning that helps you maintain and develop the knowledge and skills you use in your work. Courses, workshops and other learning activities can contribute to your CPD record.
Can I ask a question before enrolling?
Book a free video consultation to discuss your goals and course choice.