Comprehensive Managing Investments (MANI) training comprised of two virtual workshops which are broadcast directly to your home or office, or anywhere else with an internet connection. Training is delivered live, and participants can connect with the trainer via the inbuilt instant messaging service. No travelling. No hotels.

What are the benefits?

  • Focused on the doing and application.
  • Flexible: it fits into your lifestyle arrangements.
  • Attend from anywhere.
  • Re-watch any sessions or watch the tutorials anytime that suits you.
  • Consistent approach and known timetable/schedule.
  • No travel time. No travel costs. No accommodation.
How is it delivered?

  • Spread over 2 Workshops; Coursework and Exam preparation with each day split into sessions.
  • LIVE tutorials, Q&A sessions and practice.
  • Fully Interactive. Examples/questions shared and delivered immediately online during the sessions.
  • LIVE in your own front room (if you want!)
Coursework Virtual Workshop
  • £125 + Vat
  • 5th October 2018
  • Please note that this event has already taken place and you will be purchasing access to the recording only
    (1 Day)
Exam Virtual Workshop
  • £250 + Vat
  • 22nd-23rd November 2018
    (2 Days)
Both Virtual Workshops
  • £350 + Vat
  • Please note that the Coursework event has already taken place and you will be purchasing access to the recording only
  • Access to both virtual workshops
    (shown left)

 

Coursework Virtual Workshop (5th Oct)

Modern Portfolio Theory. Given the restrictions surrounding collusion (i.e. we can’t “help” candidates write their essays), this will solely be technical, although general essay technique and referencing skills will also be taught. Candidates are responsible for writing their own assignments – this is purely an in-depth, highly technical review of MPT. An Investment expert on hand to guide you through to a successful pass in the exam.

Time Session
9:30am – 11:30am – Introduction to MPT
– Standard Deviation
– Reducing risk via hedging and diversification
– Correlation
11:30am – 12:30pm Lunch
12:30pm – 2:30pm – The Efficient Frontier
– Systemic and Non-Systemic Risk
– Beta
– The Capital Asset Pricing Model (CAPM)
– Alpha
2:30pm – 2:45pm Break
2:45pm – 4:45pm – Multi-Factor Models: Fama & French, and the Arbitrage Pricing Theory
– The Efficient Market Hypothesis
– Behavioural Finance
– Risk-adjusted returns and ratio analysis
Exam Virtual Workshop (22nd-23rd Nov)

This will cover the full MANI syllabus. Delegates can ask questions, practice, review and consolidate learning. There will be no lecturing. There will only be fresh, new, specifically designed MANI exam-style questions (3 per session). The format is an hourly cycle: one 10-mark, and two 5-mark questions per subject in the table. This should take between twenty minutes and half an hour to answer privately.

We will then spend at least 25 minutes carefully going over the answers, deconstructing them, and demonstrating how to achieve maximum marks. This is about honing your exam technique and deepening your existing understanding. However, at this point, there will be a technical recap on the subject matter if one is needed.

Make no mistake, this workshop is to get you exam-ready. It is not a lecture. It is not an adapted AF4 or PCIAM workshop. What it is, is a comprehensive and specifically designed MANI workshop covering the full MANI syllabus, using brand new MANI exam style questions written by Expert Pensions, to allow you to learn from your peers and from one of the foremost investment trainers in the UK – and all from the comfort of your home or office, with no travelling or hotels to book, and at a ridiculously competitive price!

This programme is delivered live online AND will be recorded and accessible immediately after each day. If you have ever successfully watched one of our webinars, then you already have the technology to join our Virtual Workshop!

Time Day 1 Day 2
9am-10am The economic environment Investment advice process (part 1)
10am-11am Risk and return Asset classes
11am-12pm Performance measurement Investment products
12pm-1pm Lunch Lunch
1pm-2pm Portfolio Theory Investment strategies
2pm-3pm Investment calculations Financial ratios
3pm-4pm Financial analysis and information sources Investment advice process (part 2)
4pm-5pm Analyse, interpret, and compare ratio analysis Investment management regulation
Coursework Virtual Workshop
  • £125 + Vat
  • 5th October 2018
    (1 Day)
Exam Virtual Workshop
  • £250 + Vat
  • 22nd-23rd November 2018
    (2 Days)
Both Virtual Workshops
  • £350 + Vat
  • Access to both virtual workshops
    (shown left)

 

About your Investment Trainer

Based in Scotland, Michael Pashley is an investment and pension planning technician, financial services trainer, and financial adviser. His career-to-date has seen him work with some of the biggest brands in our profession, including Prudential, Retirement Advantage, and Origen Financial Services. He is a veteran of a number of key investment exams (including AF4 and PCIAM) as well as a Chartered Financial Planner, PFS Associate (Fellowship pending) and full Member of the CISI. He is currently studying towards his Level 7 CISI Diploma in Wealth Management; a Masters-level investment qualification covering financial markets, portfolio construction, and financial planning.

Recent Customer Feedback for Michael’s Investment Training

Michael is an absolutely fantastic trainer, he’s knowledgeable, he loves his subject and he is so committed and enthusiastic about sharing his knowledge and he does it with a healthy dose of humour, he is to investment training what John is to Pensions training, they are both without doubt the most professional, knowledgeable and enthusiastic trainers I have ever worked with in my 27 years of working in financial services. The courses are well structured and thought out with something for everybody and so many different ways to access the learning, video, assignments, access to additional reading materials.Duncan Cook DipPFS, Financial Planner, Lynas Vokes Investments Ltd