Built for US teams
Payment by wire transferEnhanced confidentialityPerfect for companies with 50 to 500 employeesScheduling to fit any time zone

1 seat held for the next session

30:00Held for another

Request a call back and an advisor reaches you within 24 business hours, Monday to Saturday.

Training Asset Management 2026 - Optimising Regulated Portfolios

Ref: QZB539
10 people max.
From $7,350 HT / per person
On-site on request · +$540 with certification exam
5 days
Remote

Share in 2 clicks

Trusted by — schools, companies and industrial groups
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Equans
EDF
Ubisoft
Microsoft
Aptar
ArcelorMittal
Every program built with a dedicated engineer
OpenAI
Anthropic
Mistral AI
NVIDIA
Google
Amazon Web Services
Microsoft Dynamics 365
Salesforce
ServiceNow
SAP
Oracle
Cisco
Fortinet
Palo Alto Networks
Aruba
VMware
Red Hat
Databricks
Snowflake
OVHcloud
Notion
AMD
Apple
OpenAI
Anthropic
Mistral AI
NVIDIA
Google
Amazon Web Services
Microsoft Dynamics 365
Salesforce
ServiceNow

Learning objectives

  • Master the European regulations in asset management applicable in 2026 for professional compliance
  • Develop portfolio optimisation strategies integrating certified ESG and AI
  • Design advanced risk models adapted to 2026 disruptions in the enterprise
  • Implement predictive analysis tools to maximise sustainable returns
  • Optimise the management of liquid and illiquid assets in the face of geopolitical crises
  • Deploy enhanced MiFID III/PRIIPs reporting processes for institutional investors
A child walking to school with a backpack
Our social commitment

A school kit donated to a child for every training

To fight inequalities in access to education, Learni donates a complete school kit to a child in need for every training booked. You build your skills, a child heads back to school.

  • Backpack, notebooks and essential supplies
  • Distributed through our partner charities
  • Included, at no extra cost to you

The Learni story

Founded by engineers and learning experts, Learni's mission is to make high-impact tech training accessible to teams everywhere. We work remotely with organizations across the US and Canada, in your time zone, to help teams upskill fast.

Don't let this gap widen

Why this program matters

  • Without anticipating the 2026 asset management regulations, 68% of funds risk fines exceeding 5M€ for non-compliance with SFDR 2.0.

  • Non-ESG optimized portfolios lose an average of 12% annual return versus the competition.

  • In 2026, 82% of institutional investors blacklist non-compliant players, threatening 30% of AUM flows.

  • Each quarter of delay widens a competitive gap fatal to careers and the firm: take action before the deadline.

Youcef TAHRI
Youcef TAHRI

Learni trainer · Management expert

73%productivity gap
×3cost of inaction

Program

Module 12026 Asset Management Regulations: Anticipating SFDR 2.0 and AI Act (compliance tools, audits)

In-depth analysis of SFDR 2.0 and AI Act evolutions impacting 2026 asset management, hands-on with RegTech tools for automated audits, practical exercises on non-compliance scenario simulations with quantified penalties, development of a personalised compliance plan for your portfolio, real cases of sanctioned companies and lessons learned, production of a certifying preliminary report.

Module 2Advanced ESG in 2026 Asset Management: AI Integration and Dynamic Scoring (Bloomberg, MSCI)

Immersion in mandatory 2026 ESG metrics via Bloomberg and MSCI platforms, development of AI integration models for predictive scoring, practical workshops on green portfolio optimisation with historical backtesting, analysis of greenwashing and anti-risk strategies, creation of an interactive dashboard for investor reporting, concrete valuation of proven ESG outperformance over 5 years.

Module 32026 Asset Management Risk Management: Geopolitical Stress-Tests (VaR, Monte Carlo)

Mastery of advanced VaR and Monte Carlo stress-tests adapted to 2026 shocks such as cyber-risks and inflation, use of QuantLib software for real-time simulations, exercises on illiquid diversification (private equity, real estate), identification of black swans via data science, development of an enterprise-ready risk management framework, deliverable: personalised risk matrix with alert thresholds.

Module 42026 Asset Management Return Optimisation: Algorithms and Alternatives (crypto, private markets)

Exploration of boosted 2026 alternative assets such as tokenised and private credit, implementation of dynamic allocation algorithms via Python/Pandas, workshops on automated portfolio rebalancing in volatile conditions, comparison of traditional vs disruptive returns with real cases, development of an alpha-generating strategy, production of an optimised model tested in simulated live trading.

Module 52026 Asset Management Reporting and Deployment: MiFID III and Digitalisation (Tableau, Power BI)

Finalisation of MiFID III/PRIIPs reporting with Tableau and Power BI visualisations, exercises on personalised investor narratives, review of digital compliance and API integration, simulation of 2026 fund pitch to peers, consolidation of the thread project into a certifying action plan, delivery of reusable templates for your team, post-training outlook on 2027 trends.

Evaluation method

  • Expert MCQ on 2026 asset management regulations and tools
  • Evaluation via stress-tests and simulated portfolio optimisation
  • Presentation of the strategic thread plan with individualised feedback

Learning method

  • Sessions led by asset management experts currently at BlackRock/Amundi
  • Practical exercises on real market data from 2024-2026
  • Thread project: construction of a 2026 compliant portfolio
  • Complete pedagogical support and lifetime access to regulatory updates

Methods, materials and delivery

The Training Asset Management 2026 - Optimising Regulated Portfolios program is delivered onsite or remote (blended-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.

The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.

Equipment required

For the smooth delivery of the Training Asset Management 2026 - Optimising Regulated Portfolios program, the following equipment is required:

  • Mac or PC computers, high-speed fiber internet, whiteboard or flipchart, projector or interactive touch screen (for remote sessions)
  • Training environments installed on workstations or accessible online
  • Course materials, hands-on exercises and complementary resources
  • Post-training access to materials and educational resources

For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.

* contact us for remote delivery feasibility** ratio varies depending on the program

Skills assessment methods

Assessment of skills acquired during the Training Asset Management 2026 - Optimising Regulated Portfolios program is performed through:

  • During training: case studies, hands-on labs and professional scenarios
  • End of training: self-assessment questionnaire and skills evaluation by the trainer
  • After training: completion certificate detailing acquired skills

Program accessibility

Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.

Enrollment terms and lead times

Registration is possible up to 48 business hours before the start of training. All our programs are built for corporate L&D budgets and delivered onsite or remotely.

Our method

Training quality, guaranteed at every step

Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.

Step 1

Rigorous trainer selection

Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.

  • Triple validation: technical, pedagogical, sectoral.
  • Minimum rating 4.8/5 over the last 12 sessions.
Step 2

You meet the trainer beforehand

30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.

  • Live briefing on goals and team context.
  • Veto right — we swap the trainer for free if needed.
Step 3

Content tailored to your context

No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.

  • Hands-on cases drawn from your stack and projects.
  • Program co-written then validated by your team.
Step 4

Continuous quality follow-up

Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.

  • NPS, knowledge quizzes and skills self-assessment.
  • Satisfaction guarantee: fully satisfied or free rework.

A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.

FAQ

Frequently asked questions

How much does the Training Asset Management 2026 - Optimising Regulated Portfolios training cost?+
The price is $7,350 (USD) per participant. A detailed quote is sent within one business day.
How long is the Training Asset Management 2026 - Optimising Regulated Portfolios training?+
The training lasts 5 journées, available live online (US time zones) or on-site at your offices.
How is this training paid for?+
Most US teams pay directly through their company (L&D or training budget). We invoice in US dollars and accept bank transfer (ACH/wire) or card, with volume pricing for teams. A purchase order is welcome.
Are there any prerequisites?+
Confirmed 5 years' experience in asset management, mastery of derivative products and IFRS 9/17 standards
Is a certificate delivered at the end?+
Yes. A Learni completion certificate is issued, along with the individual evaluation report.
Does Learni provide the equipment?+
No. A computer and stable internet connection are required for the participant. Learni provides the educational platform, the trainer and all course materials.
On-site & remote

This training across cities

Available on-site and remotely. Pick your city to see the local training center.

Your professional training, anywhere

Let's build
your next
program.

30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.

Reply within 24h · Vetted experts · USD invoicing · W-9 available