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Level Four
Becoming a IGM charter holder is a defining moment and exemplifies strong understanding of portfolio management to institutions. To keep our standards high it is important that all individuals interested in our programme meet the level four requirements.
Level Four Summary
To become a level four candidate, you must pay all initial fees and pass the level three exam. Successful candidates will then go through level two training which will focus on Portfolio Management and Broker Relationships. The purpose of this module is to start to help candidates build long term relationships with institutions and individuals in order to secure jobs.
Exam Format
Level Four training does not entail an exam. On completion of level four candidates will prepare to submit there portfolios for verification.
Modules & Topics
Portfolio Management
Realistic Approach
Price, Risk and Return
Estimated Expected Returns
Diversification and Optimisation
Broker Relationships
Prime Brokers
Retail Broker
Brokerage Accounts
Regulations
Leverage
Spreads
Deposits
Withdrawals
PAAM
MAAM
Rebates
Exam Fees
To view all details in regards to program fees please click here
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