Announcement: Effective 01 January 2026, Academy pricing will be updated to reflect new rates (premium, mid, and value tiers). For more details, please refer to the pricing page in our course catalogue.
Understand the background and theory of key concepts concerning investments. This course gives an overview of the Financial Services, concepts and characteristics of different assets classes and funds, process of Portfolio Management, Portfolio Construction Theory, and Analytics, Performance and Risk.
Anyone wanting a business overview and introduction to Financial services and Wealth management including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.