Variety of Participants
“For Allianz employees, the program is completely voluntary and has attracted a wide variety of areas, mostly from the business support functions, including marketing, legal, operations, compliance, and HR,” says Learning Network Program Manager Katrin Bittner. “We’ve seen a wonderful variety of participants, both new joiners and those who’ve been here 20 years.“ Bittner herself completed the program.
With support from CFA Institute, AllianzGI offered information sessions in Frankfurt, Hong Kong, and the United States, using Investment Foundations resources and marketing materials.
“The way the program was advertised is the way it was delivered,” Bittner says. “All employees I spoke with found the study materials interesting, easy to follow, and rewarding. The chapter review questions, practice tests, and mock exam are especially helpful. You always know where you stand.”
“The Investment Foundations Program fills a gap in the industry. It’s the content, the breadth, and the foundational level — something that wasn’t available before.”
— Katrin Bittner
Learning Network Program Manager
“The Investment Foundations Program has allowed me to add a good foundation of knowledge about the financial industry which I can build on. The structure of Investment Foundations, along with its study materials, allows you to familiarise yourself with a broad range of technical subjects in your own tailored learning pattern.”
— Nick Davis
Finance and Controlling
“I have been employed in the financial industry in various positions for 25 years. The Investment Foundations Program covers a really broad range of topics so for me the program reinforced knowledge that I currently use day to day, allowed me revisit topics that I had encountered in my past and provided knowledge into parts of the industry that I haven’t yet been exposed to.”
— Ingrid Butcher
“The Investment Foundations Program is clearly a great benefit in my daily work. I now have a better understanding of the investment industry and the investment instruments. It was especially beneficial for my confidence. It is easier to talk about something you understand.”
— Xavier Varin