Investment Product Lifecycle and Technology
Module Released June 2025 | CPD time: 1 Hour 45 Minutes
In an ever-evolving financial services sector, the convergence of finance and technology has revolutionised the way investment products are designed, developed, marketed and managed. This module explores the relationship between investment products and technology across the entire lifecycle. It will provide an understanding of how emerging technologies, such as artificial intelligence (AI), blockchain, machine learning (ML), and data analytics are reshaping investment product development and management.
1. Introduction and Overview
2. Regulatory Framework of Investment Products
3. Investment Product Lifecycle
4. Functional Areas in an Investment Product Lifecycle
5. Technology in Investment Product Lifecycle
6. Public and Private Markets
7. ESG and Anti-Greenwashing Rules
Module Test