Training & Material

Achieve excellence through learning.

Training: Good decision-making requires a technical knowledge of your market, and at KSA we offer courses that allow you to construct training sessions that specifically meet your needs. We offer courses for all levels of ability, ranging from undergraduate and non-executive education on the practical aspects of fund management, to advanced, intensive courses in investment theory. Our courses can be used as part of a graduate training programme, as background training for administrative staff, for advanced, specialised executive education, or as a practitioner module on an MBA or MSc programme. Because we work with you to establish the objectives of the course, you can be sure that the material will be designed specifically for your audience, with no time-wasting on irrelevant subject matter.

Some or our more popular workshops are detailed below. Please click on the title of interest:

“Making Sense of Hedge Funds” – different types of hedge funds, risks, benefits, fund of funds, choosing a hedge fund, ongoing monitoring.

“Client Feedback Studies” – importance of good client service, types of feedback studies, dealing with complaints, integrating feedback into the business plan.

Karen Shackleton offers customised training through KSA. Her pension fund training is offered through AllenbridgeEpic Investment Advisers. In the past, she has also run training courses for Euromoney Training and BPP Professional Education.

Professor Mark Shackleton offers our more advanced, theoretical courses. These are available on demand. Please contact KSA for further information.

Material: We have two sets of course notes available from KSA free of charge:

An Introduction to Finance: the basic topics and issues that are of concern to the general manager and all those needing to make financial decisions.

Advanced Corporate Finance: this course examines the valuation of a firm’s assets and liabilities where they contain embedded contingent claims (options), covering the implications for corporate asset and liability management when optionality is present.

We are happy to send you this course material, either in hard copy or PDF format, provided you e-mail us with your details, including your name, title, and organisation. Please state which course notes you require.

Further information about Professor Mark Shackleton’s academic research can be reviewed on his personal web page at Lancaster University.