Finance Director · Asset & Wealth Management
Finance for Asset & Wealth Management Directors
As a Finance Director in Asset & Wealth Management, you deal with fee structures, regulatory capital, fund economics and investor reporting that generic finance training rarely addresses. This track starts from your sector: how asset managers and wealth managers actually make money, who the players are, what AIFMD, UCITS or MiFID II mean for your numbers, and which figures your board and regulators watch closely. You get the full general finance curriculum too, so nothing is missing from the fundamentals.
Alongside the lessons, you'll work with interactive tools to model fee waterfalls and cost ratios, follow an action playbook to apply what you learn to real decisions in your firm, and finish with a sector-specific assessment that tests you on Asset & Wealth Management scenarios, not abstract theory. It's built to move you from technically competent to genuinely fluent in the finance of your industry.
31 lessons · ~6 h · resumes where you left off
Your program
A focused program built on your vertical's content: the sector first, then your discipline applied to it.
The generalist Finance track
The full craft of the discipline, beyond your sector.
More resources
Interactive tools
Frequently asked questions
Who is the Finance for Asset & Wealth Management Directors track for?
It targets CFOs and finance directors working inside asset managers, wealth managers and fund platforms. The material assumes you already read a P&L and want the sector layer on top: fee structures, fund economics, regulatory capital and investor reporting. Heads of finance in adjacent roles (controlling, fund accounting, FP&A) will follow it without trouble.
What makes it different from a general corporate finance course?
A generic finance course teaches you working capital and cash flow on an industrial company; it never explains how a management fee, a performance fee or a fund's cost ratio behaves. The Asset & Wealth Management track starts from how the industry actually earns money and which figures a board and a regulator look at. The general finance curriculum is still included, so the fundamentals aren't sacrificed for the sector angle.
Do I need finance fundamentals before starting the sector modules?
No, the full general finance curriculum comes with the track, so you can build the base and the sector layer in the same place. If you're already comfortable with statements, valuation and cost analysis, go straight to the Asset & Wealth Management content. If not, cover the fundamentals first, because fee waterfalls and fund economics assume you can read a cost structure.
Which regulations are covered, and how deeply?
AIFMD, UCITS and MiFID II are treated from the finance side: what they change in your capital requirements, your cost allocation and what you report to investors and supervisors. The goal is to let you anticipate the financial consequences of a rule, not to replace legal counsel on interpretation. Expect the numbers angle rather than a compliance manual.
What are the interactive tools used for?
They let you model fee waterfalls and cost ratios rather than just read about them: you change an assumption and see what happens to the economics. They pair with an action playbook that turns each topic into something you apply to a live decision in your firm, such as a fee grid review or a cost allocation across funds.
What does the final assessment actually test, and does it lead to a certification?
It tests you on Asset & Wealth Management scenarios: fee mechanics, fund economics, regulatory capital and reporting situations you'd meet in the job, not abstract theory. There is no diploma, no state-recognised certification and no school affiliation attached to it. Reading is free; an account only exists to save your progress.