Benefiting from over 30 years’ experience, Fitzwilliam Institute’s Online Diploma in Business with Mutual Fund Management course features:
The nature of business, business plans and start-ups, legalities – sole traders and partnerships, limited companies, non-profit organisations, public sector organisations.
Vision and mission, objectives, planning and strategy, contingency planning, implementation, change control.
Production methods, cost, revenue and break-even analysis, quality assurance, production planning, project management.
Marketing concepts, market research, market segmentation, positioning and targeting, new product development and the product life cycle, brand awareness, the marketing mix (product, price, place, promotion), competitor analysis, marketing strategies, e-commerce.
Financial Mathematics, Calculus and Profit Maximisation, Descriptive Statistics, Measure of Association, Probability, Statistical Inference.
Introduction to financial accounting, users of financial information, key accounting models, terminology, need for financial statements, the balance sheet, balance sheet layouts, ratio and the balance sheet.
Introduction to macroeconomics, understanding macroeconomics, principles of economics, how the market works, gross domestic product, international trade, open economy, Labour market, income, expenditure and the circular flow, the consumer price index, cost of taxation, employment, cost of living, the Philips Curve, national income, supply and demand for goods and services, money and inflation, the quantity theory of money, interest rates, social costs of inflation, hyperinflation, exchange rates.
Introduction to microeconomics, trade, trade-offs and government policy, production and supply, elasticities, individual choice in supply and demand, production and cost analysis, competitive markets, oligopoly and monopolistic competition and strategic pricing, uncertainty.
Objectives, the office – planning and organisation, equipping the office, the future of office administration.
Effective communication skills, leadership styles, information gathering and interpretation, problem solving, decision making, workforce planning, conflict resolution, time management, delegation.
Company organisational culture and structures, building an effective workforce – recruitment, team selection, appointment and termination, training and appraisal, motivational strategies, competition in the workplace. Wage and salary administration, job restructuring.
Human resources management, employee representation, industrial democracy including bargaining, consultation and participation, industrial relations - action and disputes. Government policy (including EU and other industrial blocs), consumer protection, workforce protection, equal opportunities legislation, pressure groups. Taxation.
Business ethics, business and the environment, corporate social responsibility. Commercial Law, Company Law, Contract Law, Employment Law, Law of Tort.
Innovation, research and new product development.
Introduction to spreadsheets, step by step instructions on using the features, functions and applications for spreadsheets, customizing the spreadsheet software, installing the spreadsheet software, security, platforms, operating system compatibility.
Three business management case studies.
What are mutual funds, characteristics of mutual funds, history, introduction to regulation, types of mutual funds: open-end, unit investment trust, closed end, exchange traded, classification by investment (money market funds, bond/fixed income funds, stock/equity funds, hybrid funds), index funds, actively managed funds, fund expenses, organizational structure, the fund manager, types of securities, advantages and disadvantages of mutual funds.
History of mutual funds, early development, fund growth, regulation, size and segments, competition, fees and expenses, mutual fund performance, volatility of portfolio, environmental impact, share of assets, mutual fund flows, demand for funds.
Defining the mutual fund prospectus, the prospectus document, uses, information held within the mutual fund prospectus, long-term performance disclosure, and managers of the mutual fund assets, financial statements, compensation, litigation, material properties, biographies, distribution, and prospectus rules. Introduction to International laws and regulations, the process of authorization, investor protection, administration, fund management, investment restrictions.
Yearly fees, transaction costs (brokerage commissions, market, impact, spread cost), the expense ratio, management fees, administrative costs, advisory fees, front end loads, back end loads, no-load fund, tax cost, cash drag.
Defining mutual fund risk, risk characteristics, price stability and returns, call risks, credit risk, income risk, interest rate risk, risks associated with the economy, market risk, principle risk, currency risk, inflation risk, management. Definition, classification by asset, government/treasury funds, mortgage funds, corporate funds, municipal funds, bond indices, advantages and disadvantages, risks, returns, yield, diversification, management of the bond fund portfolio, credit analysis, credit considerations. Defining Stock funds, fund types: index fund, value fund, growth fund, sector fund, income fund, balance fund, funds of funds, asset allocation funds, methods, fees, strategies, risks, returns, benefits and disadvantages, performance indicators, management of equity fund portfolio. Yearly fees, transaction costs (brokerage commissions, market, impact, spread cost), the expense ratio, management fees, administrative costs, advisory fees, front end loads, back end loads, no-load fund, tax cost, cash drag.
Introduction to valuation, items that are valued, valuing the securities in the portfolio, financial assets/liabilities, reasons for valuation, net asset value, mutual fund prices, market fluctuations, price of shares, valuation models, regulation of valuation methods, fair value of traded securities, valuation date.
The Business Plan, Legalities, Setting Up, the Marketing Strategy, Knowing Your Competitors, Promotional Tools.
Preparation and Research, Speech Content, Subject Matter and Objectives, Speech Delivery and Variety, Body Language, Eye Contact, etc., Presentation Aids e.g. Visuals, etc., Management of Locations and Audiences, Presentation Structure.
The projects are an important part of the course. Each course participant is given five project briefs. Participants are asked at the end of the course to produce five business management projects. This gives participants the opportunity to use the knowledge they have obtained during the course in a focused way.
Online Lecture Modules, Subject Expert Feedback Sessions after each Module, Practical Case Studies, End of Module Practical Activities etc.
Full support is available from our Subject Experts by email at the end of each module and an ongoing basis during the course.
Anyone working in the general business sector in a senior or support role which is likely to require Business Management Skills.
Successful candidates are awarded the Diploma in Business and Mutual Fund Management at Pass, Credit or Distinction level.
Students have up to 12 months to complete this course
On successful completion of this course you will receive a Diploma level qualification that is certified and awarded by the ICM (Institute of Commercial Management)
The Institute of Commercial Management was founded in 1979 and is one of the leading Professional Examination and Certification Bodies in the world today. Fitzwilliam Institute have developed and provided practical skills training courses in liaison with the Institute of Commercial Management qualifications and certifications framework for over 25 years. The Institute of Commercial Management certifications and continual professional development training awards are recognised throughout Europe, the USA, Canada, Australia, South Africa and Asia in a total of 140 countries, by leading industries, bodies and professions.
Duration: You will have full access to online resources and subject expert support for one calendar year. However, you can complete the course in as little as 4 - 6 months, by dedicating 6-8 hours of study per week.
Course Fees: 795.00 GPB
To secure your place on the course the full fee is required. All fees must be paid in full before the course begins. Please note, the full course fees are inclusive of all course materials and certification costs.
Enrolment intake is strictly limited on this course. Early application is advised. Places are allocated on a first come first served basis.
Fitzwilliam Institute closes on Bank Holidays and for a number of days at Christmas and New Year. Fitzwilliam Institute reserves the right to postpone, cancel or alter courses without notice or to change any of the details in this brochure. Fees are not refundable unless the course is cancelled by Fitzwilliam Institute. Distance Learning courses are provided by Fitzwilliam Institute BGLS Ltd.
Year on year, we have the pleasure of training students from top
UK and international companies. See where our most recent students come from and find out what they have to say.