Investment Essentials

As part of ASFA Learning’s new Essentials Series of short courses targeting core superannuation topics, this quick, convenient course teaches you the fundamentals of investment of superannuation assets.

About

Why complete this course?

In as little as two hours, this course provides an overview of the factors affecting investment decisions by superannuation funds, the SIS requirements and constraints imposed on trustees when investing a superannuation fund’s assets, key investment concepts, such as risk and return and their importance and relevance, the various financial markets, the categories of assets and the impact of return, risk, liquidity, and tax on each of the four major asset classes, and alternative investments, derivatives and international investments.

And because it leverages the expertise of the ASFA policy and research team, you can be confident that course content keeps up with the superannuation industry’s rapidly changing requirements.

Whats covered in this course?

SIS requirements when trustees formulate an investment strategy
specific constraints trustees have in relation to the investment of fund assets
difference between capital growth and income
differences between total return, net return and real return
various ways to measure risk
risk/return trade-off
ways risk is minimised through diversification
importance of liquidity in a superannuation fund
main types of financial markets in Australia
difference between defensive and growth assets
four major asset classes and their characteristics
characteristics of alternative investments, derivatives and international investments
approaches that can be used to minimise risk within a superannuation fund
ways superannuation investments are taxed
reporting requirements in respect of derivative transactions made by a fund

Is this course right for you?

This course will suit experienced industry professionals keen to build on their technical knowledge of investments, those needing to engage directly with investment managers or teams, together with board members requiring a detailed understanding of investing superannuation.

How you’ll learn

Investment Essentials is delivered completely online in an interactive e-learning format comprising one e-learning module and a final quiz. Online delivery means you can study anywhere, anytime.

Corporate virtual workshop options are also available – contact us to discuss.

What you’ll gain

Upon successful completion of Investment Essentials you will receive an ASFA Certificate of Completion.

How long it will take to complete

The estimated time commitment to complete the course is approximately two hours.

Pricing
Member: $195
Non-member: $250

CPD Points
2 CPD points awarded upon successful completion of this course.

Enquiries

For all enquiries, contact ASFA Learning.