Sharing Our Expertise

Cadogan Financial helps organisations develop staff capacity through provision of both formal training courses and informal on-the-job coaching. We strongly believe that inculcating understanding of how things work and why things matter is fundamental to sustainable market and regulatory development.

New e-based interactive course on Understanding Retail Fund Management
We’ve provided a two day classroom course on understanding retail fund management in the round to over 2,000 trainees over the last twenty years, the course being based on our book Managing Collective Investment Funds.

With the advent of Covid-19 and the end of classroom training for the time being, we have completely re-imagined and reformatted our classroom training course into an e-based course of thirteen modules, including an assessment test.

The new course, available from January 2021, is not ‘chalk-and-talk’ moved online: it is fully interactive and uses text, videos and exercises and is based on a professional learning management system provided by Can Studios and covers all aspects of the retail fund management business, focusing mostly on open ended funds.

For more information on the course, which is priced at £295 + VAT, click here.

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