Asset Management - Experienced
Issued by
Grant Thornton US
Earners of this knowledge badge understand Asset Management key terms and terminology, the various business models now operant in Asset Management, organizational structures commonly found in the sector, key performance indicators and business drivers. They are able to effectively communicate their understanding of the Asset Management Industry to internal and external parties.
- Type Learning
- Level Intermediate
Skills
- Asset Management
- Capital Markets
- Funds
- Institutional Investment
Earning Criteria
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Ability to recall and recognize concepts, tools and techniques and demonstrate understanding of concepts in real-world situations and through internal/external conversations. Demonstrate 1,000 Hours worked in the Industry, attest to management experience and attest to contribution to a successful client sales campaign.
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Assess: Successful completion of learning activities and 70% or better in online courseware assessments and/or quizzes.
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Completion of all courses and/or validation of learning application; attestation of: required hours worked in the Asset Management Industry, has managed a team on at least two engagements in the Asset Management Industry, has contributed to a winning proposal and/or presented to a client to win new business
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Disclaimer: Grant Thornton makes no representations or warranties related to the Grant Thornton badging program, including, but not limited to, representations or warranties of quality, performance, or expertise. The issuance of a Grant Thornton badge to a particular individual should not be relied upon for any reason. Grant Thornton’s badging program is based upon internal, subjective criteria determined at the time of issuance.