The Fund Marketing Induction is a one-day course designed as an introduction to marketing in the fund management industry. As well as training and development for those new to fund marketing, the course also provides the chance to share experiences with peers within our industry.

Fully endorsed by the Chartered Institute of Marketing, the day is structured as an intimate learning experience covering all you need to know in the foundations of the asset management industry, client base and communications mix.

In a small learning group, delegates learn and discuss ‘need to-know’ aspects of the market, regulation, distribution channels and marketing strategies, with a constant emphasis on jargon-busting.

It is an essential one-day learning experience to fast-track team members in becoming more effective in their marketing roles.

Who it’s for

  • Those new to asset management marketing or in need of a one-day refresher
  • Discounted access to a wider programme of events and resources


Fund Marketing Induction


  • Get up to speed with industry and relevant trends with just one day out of the office
  • Small group to encourage learning and interaction
  • Building confidence and a solid knowledge base
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What's Included

Grow Your Network

Opportunity to meet industry peers and to share ideas and challenges

Build Confidence

Develop an understanding of the industry and the role of marketing within it, in just one day



Friendly Setting

Friendly and informal environment to encourage questions and discussion

Time Efficient

A one-day learning experience to help those new to the industry become more effective in their marketing roles



"The overview was invaluable to me. The whole day was really interesting and engaging."

Harriet Lombard, Events Specialist, Global Marketing - EMEA, Wellington Management

"Extremely informative, engaging real life examples to make sense of the topic."

Jack Hilliam, Marketing Executive, Liontrust Asset Management

"Interesting content, good amount of engagement, clear and concise."

Amy Yelland, Business Manager, Evenlode Investments