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Overview

Price

R 14,500

Language

English

Duration

8 weeks

Effort

7–10 hours per week

Economic uncertainty and fluctuations in the financial markets have given rise to new trends, challenges, and opportunities, influencing global and local investment sectors. Some investors no longer trust traditional financial management experts to make all the investment decisions on their behalf, and a new generation of investors has emerged. They are empowered with a fresh perspective and newfound knowledge to play an active role in growing their portfolio.

The University of Cape Town (UCT) Investment Management online short course equips students with essential skills to navigate the ever-evolving world of investing. This eight-week course is tailored for anyone seeking financial empowerment and covers diverse assets like equities, property, ETFs, and offshore investments.

Led by UCT faculty, the course demystifies financial markets, economics, and online investment management, allowing students to actively participate in growing their wealth.

Ideal for individuals with no formal background in the subject, professionals looking to upgrade their knowledge, or anyone interested in investment and portfolio management, the course offers a comprehensive understanding of local and global perspectives. In addition to being able to validate their expertise with a digital certificate from UCT, students will be able to confidently choose the right investments and take charge of their financial well-being.

Trailer

What you'll learn

Acquire valuable and relevant investment management skills, and walk away with:

  • The ability to make informed investment decisions independently or in collaboration with a financial advisor
  • The skills to thoroughly analyse and project returns for offshore, equity, and cryptocurrency investments
  • An understanding of investment philosophies and constraints, along with a grasp of the fundamental principles of pooled investing
  • Knowledge of alternative asset classes, financial markets, and products, essential for making informed investment choices
  • Exclusive access to edX's Career Engagement Network, providing valuable resources and events to enhance your professional journey and propel your career

 

Modules

ORIENTATION MODULE Welcome to your Online Campus.
Meet and engage with your learning and peer networks as you navigate the Online Campus.

MODULE 1 An introduction to investing
Discover the fundamental investment concepts, including risk and return, diversification, the time value of money, and compounding.

MODULE 2 The effects of the economy
Understand how the economy affects the investing industry as a whole.

MODULE 3 The share market
Discover the share market, its associated risk and return, and equity products.

MODULE 4 Interest bearing investments
Explore the fixed-income market.

MODULE 5 Other asset classes and investments
Learn about the other asset classes and investments available in the investment market.

MODULE 6 Pooled investing
Discover pooled investments, including retirement funds, unit trusts, and ETFs.

MODULE 7 Offshore investments
Explore the reasons people invest in offshore investments, the related risks, and other considerations.

MODULE 8 Investment philosophies and constraints
Explore the different investment philosophies and the constraints to investing.

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FAQs: Investment management jobs

An investment manager is responsible for overseeing and making decisions about a portfolio of investments for clients or an organisation. Their main objectives are to maximise returns while managing risks within the specified investment strategy. This involves researching financial markets, analysing investment opportunities, and making informed decisions to optimise the portfolio’s performance. Investment managers also monitor economic trends, assess the financial health of companies, and adjust the portfolio as needed to align with the client's goals and market conditions.

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To become an investment manager, you typically need a combination of education, experience, and relevant skills. The specific requirements can vary based on the employer and the region, but the general steps include: 

  • Education: Most investment management careers require a qualification in finance, economics or a related field
  • Relevant experience: Start with entry-level positions in finance or investment-related roles. This could include roles like financial analyst, research assistant, or junior investment analyst. As you gain experience, work towards roles with increasing responsibility, such as senior analyst or portfolio manager assistant
  • Professional certifications: Professional certifications, such as the Chartered Financial Analyst (CFA) designation, can help you advance your career in investment management
  • Skills: Investment managers need strong analytical and quantitative skills and excellent communication and interpersonal skills. They should also be able to think critically and make sound decisions under pressure
  • Stay informed: Stay updated on financial markets, economic trends, and industry developments. Reading financial publications, attending conferences, and networking with professionals in the field can help
  • Network: Networking is important in the finance industry. Attend industry events, join professional organisations, and connect with professionals in the investment management field
  • Advanced roles: As you accumulate experience and expertise, apply for roles with more significant responsibilities, such as portfolio manager or investment manager positions
  • Continuous learning: The financial industry evolves, and staying informed about new investment strategies, regulations, and technologies is crucial for success
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An investment manager is a professional responsible for managing and making decisions about an investment portfolio for clients or an organisation. Investment managers can work for investment firms, asset management companies, banks, or as independent advisors. Their primary goal is to optimise the portfolio’s performance by maximising returns while effectively managing risks. An investment manager’s key responsibilities include:

  • Portfolio management
  • Financial analysis
  • Risk management
  • Client communication
  • Market monitoring
  • Asset allocation
  • Strategic planning
  • Compliance
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