Aimed at investment marketers new to the industry or in need of a refresher, the induction is a two-day programme that covers an introduction to investment management and the state of the industry, as well as an introduction to investment marketing.

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 One: Industry -  understand the products and the client base. You will learn and discuss ‘need-to-know’ aspects of the market, regulation, distribution channels.

Day Two: Marketing - challenging how to effectively communicate with customers and make your content work harder.

Learning outcomes

Get up to speed with the industry and relevant trends

Small group to boost learning and interactivity

Building confidence and a solid knowledge base

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



The Induction comprises two separate one-day courses: one is an introduction to investment management and the state of the industry, while the other day covers 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.