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FLMI LOMA 357 — Institutional Investing: Principles and Practice

Awarding body

Life Office Management Association (LOMA)

Specialization

Insurance

This program is about:

Presenting basic investing concepts and the institutional investing process using everyday language. The program provides the information that employees from outside the investments area need to understand how investment management affects other functions in the company and why it’s essential to organizational success.

At the end of the program, you will be able to:

  1. Understand the overview of Basic Investment Vehicles.
  2. Understand advanced Investment vehicles and capital markets.
  3. Understand investment returns and risks.
  4. Understand institutional investment objectives and constraints.
  5. Understand risk management and investment function.
  6. Understand portfolio construction and asset selection.
  7. Understand portfolio management and operations.
  8. Understand the monitoring and evaluating portfolio performance.
  9. Understand ethical standards and governance for the Investment Function.

The program provide you with:

  1. Overview of Basic Investment Vehicles.
  2. advanced Investment vehicles and capital markets.
  3. Investment returns and risks.
  4. Understand institutional investment objectives and constraints.
  5. Risk management and investment function.
  6. Portfolio construction and asset selection.
  7. Portfolio Management and Operations.
  8. Monitoring and evaluating portfolio performance.
  9. Regulations and investment function.
  10. Ethical standards and governance for the investment function.

The program is suitable for:

  • Profession level: All employees who are working in insurance, banking, and other financial services.
  • Education level: students and or recent Diploma or BA degree graduates in business, economics, management, and related fields of science and preferably with some work experience.

Awarding body:

Life Office Management Association (LOMA)

Specialization:

Insurance

Type of certificate:

Achievement

Assessment:

Online Exam

Career progression:

It leads to higher career levels: Fellow Life Management Institute (FLMI).

Venue:

Enma Institue

Tamkeen support scheme:

Professional Scheme

Learner Obligations:

Compliance to program rules & regulations set by the institute and awarding body.

Curriculum

  • Overview Of Basic Investment Vehicles.
  • Advanced Investment Vehicles And Capital Markets.
  • Investment Returns And Risks.
  • Understand Institutional Investment Objectives And Constraints.
  • Risk Management And Investment Function.
  • Portfolio Construction And Asset Selection.
  • Portfolio Management And Operations.
  • Monitoring And Evaluating Portfolio Performance.
  • Regulations And Investment Function.
  • Ethical Standards And Governance For The Investment Function.
Duration

30 hours

Effort

2-5 hours/week

Institution

LOMA

Subject:

FLMI LOMA 357 — Institutional Investing: Principles and Practice

 Quizzes:

Yes

  Language:

English

  Certificate:

Yes

Program Cost

1,050 BD

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