Overview

Why the SIA

The Specialist Investment Adviser (SIA) designation is ideal for those working in advisory, product production or support roles in the areas of Investment / Asset / Wealth Management*.

This one-module course in Asset Management covers the core theoretical concepts in modern portfolio theory and marries them with the practical application of tools and techniques to construct and manage client portfolios. It assimilates a range of theoretical and empirical evidence to provide innovative solutions when advising clients on investment, asset and wealth management.

The Professional Certificate in Asset Management is essential learning for anyone involved in advising clients on investments. Students will gain a better insight on how investment managers work, on how they value stocks, and on their stated objectives.

Course Aims

Course Aims

The SIA will provide students with specialist knowledge and the ability to:
  • understand core concepts in modern portfolio theory
  • deliver the practical application of tools and techniques to construct and manage client portfolios
  • provide innovative solutions when advising customers on investment and wealth management.
Important Dates

Next Exam Session:

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Understanding the correlation between the different asset classes is more important than ever as the industry has moved to offer portfolio solutions over mixed or managed funds. The course will give you an insight to using Standard Deviation as a measure of risk, and how this has evolved to classifying funds under ESMA ratings.

Harry Crummy SIA
Graduate Story

Harry Crummy SIA

SIA

SIA

Those who successfully complete the course will be awarded the Professional Certificate in Asset Management by UCD. This is a Level 9 qualification on the National Framework of Qualifications and carries 10 ECTS (European Credit Transfer and Accumulation System) credits.

You will also receive a module credit from the Asset Management module towards the prestigious Graduate Diploma in Financial Planning and set you on the path to achieving the internationally recognised financial planning designation, Certified Financial Planner™ professional.

Entry

Entry Requirements

*This course is only open to QFAs with three years’ work experience. As such your application form will need to be checked to ensure you are eligible to join the programme, and payment will not be required until after you have submitted your application form and have been accepted onto the programme.

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Modules

Course Modules

Asset Managment

  • Role of Investment
  • Asset Classes
  • Investor Types
  • Investment Structures and Markets
  • Market Equilibrium
  • Fundamental Market Value
  • Derivatives
  • Efficient Markets
  • Risks - Types and Measurement
  • Modern Portfolio Theory
  • Behavioural Finance
  • Portfolio Management
  • Property Management
  • Alternative and Socially Responsible Investing
  • Portfolio Construction
  • Investment Management and Measurement
Examinations

Students will be assessed by a combination of examinations and continuous assessment, based on assignments and case studies.

Next Exam Date: N/A Close Off Date: N/A Module Cost: €1100

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