Aimed at investment marketers new to the industry or in need of a refresher, the induction is made up of  four half-days that cover an introduction to investment management and the state of the industry, as well as an overview of investment marketing fundamentals.

The structured days will provide marketers with an insight into the investment market, its products and the client base that influence their work. It focuses on the challenges relating to industry regulation, while​ also providing an instant peer group of fellow practitioners within the industry.

Day 1 - Investment management fundamentals

4th May

You will learn about investment management fundamentals, including traditional and alternative asset classes; investment solutions, instruments and styles; risk/reward; inflation; portfolio construction; as well as fund sectors.

Day 2 - The distribution landscape

11th May

Understand the nature and role of asset managers; the various functions within an investment management firm and how marketing interacts with them; and learn and discuss ‘need-to-know’ aspects of the European distribution landscape.

Day 3 - Communication and content

18th May

You will focus on client motivations and be challenged on how to effectively communicate with clients and make your content work harder. We will also look at recent regulation and the challenges investment marketers face.

Day 4 - Marketing in practice

25th May

You will get to know the investment marketing toolkit, reaching the market and the challenges and opportunities of marketing in our industry. We will also look at how the industry is evolving and the changing role of marketing post-Covid.

Learning outcomes

Get up to speed with the industry and relevant trends

The investment marketing toolkit 

Get to know your clients - the who, the what and the how

Want to find out more about this course?


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network of investment marketers
of AIM alumni are promoted within 2 years
attendees from leading investment firms

Meet the speakers

Andy Skeen

Andy Skeen

A financial services veteran in roles related to training, writing, marketing and sales. By taking a focused, research-based approach, Andy shares how he concentrates on helping organisations to use language effectively and win more business. 

Nick Pilkington

Nick Pilkington

Nick joined White Marble in 2016 to lead the UK consultancy business, leveraging his extensive knowledge of both UK wholesale and institutional markets and a deep understanding of investment styles, processes and fund structures.

What the alumni say

Harriet Lombard Wellington Management

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


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

Jack Hilliam Liontrust Asset Management
Amy Yellend Evenloade Investments

Small learning groups

To boost learning and interactivity

Friendly setting

Friendly and informal environment to encourage questions and discussion


A two-day overview of investment management and its marketing

Grow your network & share ideas

An instant peer group of fellow practitioners within the industry

Our courses


4 half DAYS

The Induction provides an introduction to investment management and the state of the industry and an introduction to investment marketing.



Designed for marketers moving towards a management role, the Academy is a five-day course focused on developing wider strategic awareness and key industry-specific skills across the marketing mix.

Future Leaders


The Future Leaders Programme develops your commercial acumen, strategic thinking and planning skills as well as the soft skills to present, influence and negotiate with senior stakeholders.



The Leadership programme is designed to build profile and confidence in senior marketers. It provides development across technical and soft skills, as well as strategic perspectives in an exclusive group.

Booking for a team?

Get in touch with us about learning and development solutions for your whole team, including engaging your team through the AIM network for content, events and resources.

Get in touch