Investments

Managed Investments

This course introduces students to the range of investment alternatives with a particular focus on the managed investment industry in Australia. The other investment alternatives (equity, fixed interest and derivative securities) are covered in more detail in another course, FIN2105 Investment Management. This course outlines the rationale for managed investments, provides an overview of the industry and introduces students to the range of managed funds. In addition, the course provides an introduction to investment concepts and macroeconomic analysis, and provides students with a framework for evaluating portfolios in terms of their diversification, management and performance.

This unit has been chosen as part of an industry specific training program that needs to satisfy the skills requirement of current Australian Securities and Investment Commission regulations (Financial Services Reform Act) at Tier 1 (Diploma) level in the Managed Investments specialist and general knowledge areas.

The program itself allows for flexible learning and takes into account those who have previous skills and knowledge of the course content. Participants who complete this unit of competency can, if they choose, use it towards the completion of the qualification FNS50104 Diploma of Financial Services or other industry required qualifications such as RG146 for the Timeshare Industry.

This unit consists of the following Elements:

Element 1: Establish relationship with client
Element 2: Identify clients objectives needs and financial situation
Element 3: Analyse client objective, needs, financial situation and risk profile
Element 4: Develop appropriate strategies and solutions
Element 5: Present appropriate strategies and solutions to the client
Element 6: Negotiate financial plan/policy/transaction with client
Element 7: Coordinate implementation of agreed plan/policy/transaction
Element 8: Complete and maintain necessary documentation
Element 9: Provide ongoing service where requested by client

CAIA in itself is a designation which confers on its’, holders a unique badge of mastery in the field of alternative investments. The current recession has given way to critics of CAIA to blame derivatives and its allies for the crash, but if there is any way to make the market more liquid and varied then one can’,t help but appreciate the role which derivatives have played. Added to this is the growing advent of hedge funds in the Indian market. These institutions need a workforce which has a strong knowledge of alternative investments which unfortunately is not focussed in the current MBA and other finance programs in India. Hence there is this void that needs to be filled and CAIA best suits these future needs.
I am myself a CAIA whose interests are in academics. I am currently pursuing my M.Phil and also working in a MBA college as faculty in Finance.

Money market securities
Fixed interest securities
Shares, debentures
Property
Investment Banking Institute’s Managed Investments Advisers course is, listed on the ASIC training register, designed to deliver the knowledge and skills required to provide advice in regulated financial investment products.

If you wish to be a Managed Investments Adviser OR you want to upgrade your qualification to be PS146 complaint to deliver managed investments advice then one of these courses is for you

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