Asset and Wealth Management

The Acumen eLearning system has been carefully designed by a team that combines expert knowledge in the creation of learning technology and simulations with unrivalled experience in financial markets training. Acumen utilises the very latest multimedia techniques, including simulation, gamification and interactive video to enrich and reinforce the learning process.

The content for Asset and Wealth Management has been developed by leading finance professionals to produce a truly compelling and powerful online learning experience, and comprises over 60 modules arranged in 16 courses, covering a wide spectrum in:

  • Risk and return
  • Financial goals
  • Investor preferences
  • Benchmarks
  • Strategic and tactical asset allocation
  • Security selection
  • Understanding the customer
  • Managing fixed-income portfolios
  • Managing equity portfolios

… and many more.

No other eLearning system provides the breadth and depth of banking and finance knowledge.