Introduction to Financial Markets (for Fund Managers)

This 90 minute webinar will help you to understand how the financial markets operate, understand the world of investment management and where your organisation fits in and understand who your customers are and their requirements.


This course is recommended for participants who have little or no prior knowledge of the Investment Management industry.

This course will help participants understand how and where an asset manager makes money.

Learning Outcomes

By the end of the session, participants will:

  • Understand how the financial markets operate
  • Understand the world of Investment Management
  • Understand who your customers are, and their requirements
  • Being able to discuss the financial markets confidently with colleagues and customers
  • Being able to analyse a fund update

Course Content

Industry overview

  • What are the financial markets? What are they for?
  • Banks, investment managers, insurance companies and central banks: how does the system work?
  • What is Investment Management?
  • Who are the investors, and what are they looking for?
  • How is a typical Investment Management firm structured?
  • Jargon busting

Overview of the Equity Markets

  • Equity markets: North American, European, Asia ex-Japan, emerging markets
  • What do portfolio managers look for? Cyclical vs defensives, income vs growth

Overview of the Fixed Income Markets

  • Bond markets: government bonds, corporate bonds, high yield
  • What is the yield curve, and why is it so important to our managers?


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Why study with Alpha?

Innovation and creativity born from experience

We are thought leaders in instructional and learning journey design and holistic solution architects. We have extensive finance and investments experience combined with skills application to deliver performance improving results. We develop immersive learning environments that maximize time to productivity, support talent retention and added value to improving quality of hires.

Knowledge Exchange Evangelists

We are focused on mining the embedded organisational intellectual capital for the benefit of the next generation. We create and curate best in class practice gathered from our experience with the leading financial institutions. We design our programmes with the end in mind – what results are you trying to achieve with this intervention? What metrics will we set ourselves to achieve that?

Generation Proof

Quality and innovation, using current market and industry best practices, have made us a trusted partner in delivering dynamic and motivating training for the financial and capital markets. Our programmes are generation proof and responsive to evolving learner needs and styles. Our solutions use a multi-stakeholder engagement strategy that expands beyond relationships between the learner and learning provider. We create connections with managers, peers and the wider business to drive impactful return on investment..

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The team are so friendly and pleasant to work with, everyone is very professional and keen to help us. Building a relationship over the past couple of years helps us to feel like the Alpha team are even more able to understand our needs and provide more proactive solutions.
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