Training Needs Survey

IA Training is excited to announce our repositioning as a comprehensive One Stop Shop for training, dedicated to supporting our members and the wider Investment Management Industry.

We kindly request your assistance in completing a Training Needs Analysis (TNA) to help us better understand and meet your training requirements.

Contact Details What is your first name? What is your last name? What company do you work for? What is your email address?*

Are you completing this TNA for yourself or your organisation?

Myself My Organisation

Do you have compliance / technical training requirements over the next 12 months? (Open courses or In-house requirements)

Yes No Don't Know

Do you have communications / leadership / work management training requirements over the next 12 months? (Open courses or In-house requirements)

Yes No Don't Know

What is your preferred duration and format for training sessions in the context of financial services and asset management? (Please click all that apply)

Half-day workshops Full-day courses Multi-day seminars Short intensive workshops Other modular short sessions

How do you prefer to receive training related to investment management and asset management? (Please click all that apply)

In-person Virtual Hybrid E-learning modules

What are the emerging trends or technologies in the investment management industry that you would like to see covered in our future training courses? (Please click all that apply)

Artificial intelligence Tokenisation - Crypto - Distributed Ledger Technology Communication - Leadership - Coaching Softskills The way we work - Project management

Other emerging trends or topics you would like to see covered?

Would you be interested in customised course bundles? For example, a selection of three or more courses, ‘focusing on fundamentals of investment management introductory topics’ or ‘hot topics – such as AI, private markets, resilience etc,’ designed specially to support learning & development.

Yes No

Would you like a meeting / call with the IA Training team to discuss your requirements and opportunities?

Yes No

If you would like to get in touch with our Training Team, send us an email training@theia.org .