Investment microcredential
Master the investment management cycle to make informed investment decisions and effectively evaluate performance.
Benefits of the Investment microcredential
This microcredential emphasises practical application of investment principles in real-world scenarios. You'll analyse different investor types, their liabilities and needs, evaluate various asset allocation methods, and develop the critical thinking skills needed to make sound investment decisions in dynamic market environments.
Upon completion you'll be able to confidently design investment policies, select appropriate investment strategies, evaluate performance, and effectively communicate investment decisions to stakeholders—essential competencies for today's investment professionals.
Whether you're looking to advance your career in investment management, enhance your advisory capabilities, or strengthen your understanding of portfolio theory and practice, this microcredential provides the knowledge and skills you need to succeed in the complex world of investments.
Future-proof your career
Why the Investment microcredential?
Master complex portfolio management
Develop expertise in creating and evaluating investment portfolios that meet specific client objectives in today's rapidly evolving financial markets.
Bridge theory and practical application
Learn to apply investment principles across diverse commercial environments, enhancing your ability to make informed decisions for individuals and institutions alike.
Expand your financial services career
Ideal for professionals looking to specialise in investment management, transition between roles, or deepen their expertise in portfolio construction and evaluation.
Outcomes
Upon completion, you will be able to:
- Formulate investment objectives and investment policy suitable for an investor’s liabilities;
- Evaluate the return and risk characteristics of assets;
- Evaluate and apply methods for asset valuation and selection; and
- Evaluate methods of portfolio construction, management and performance assessment.
Choose your study level
Certification options
Professional Certificate
For those who want to complete the full credential. Includes tutorials, subject materials, an assignment, and an exam. Takes 12 hours a week for 13 weeks. You’ll receive a Life Insurance Applications Certificate digital badge and earn 312 CPD points.
Certificate
For those who want knowledge and a shareable credential. Includes tutorials, subject materials and receive a pass result for an assignment. Recommend you invest 7 hours a week for 13 weeks. You’ll receive a Investment Microcredentials Certificate digital badge and earn 182 CPD points.
Course Participation
For those with limited time who want to keep their knowledge and skills sharp. Includes tutorials, learning modules and subject materials. Recommend you invest 2 hours a week for 9 weeks. You’ll earn 36 CPD points.
Enrolment details and course prices
Key detailsIf you're currently completing your Fellowship Program with the Actuaries Institute or intend to, you should progress through the Fellowship Program principles subjects first, and then enrol in the Applications subject. | Life Insurance Applications$3,700 AUD GST exempt |
|---|---|
| Entry requirements | You must be a qualified actuary to study. See below for recommended background knowledge. |
| Semester 2 enrolment dates | 10 June - 7 July 2025 |
| Semester 2 study dates | 7 July - 17 October 2025 |
| Learning platform | Canvas LMS |
| Learning materials | A combination of online written materials and videos (including links to YouTube). |
Recommended background knowledge
The Foundation and Actuary subjects that are directly relevant are:
- Actuarial Mathematics;
- Financial Engineering and Loss Reserving;
- Business Finance;
- Business Economics;
- Actuarial Control Cycle; and
- Asset Liability Management.
Enrol for the next teaching period
The Investment microcredential equips you wuth knowledge that can be applied across diverse commercial and business environments. All that's left is for you to choose the time and effort you want to invest in studying.
