Asset Management for Finance Certificate

Overview

This specially tailored version of the Certified Technical Asset Management (CTAM) course equips finance professionals with the knowledge, tools, and practical skills to apply asset management principles within financial planning, budgeting, investment analysis, and asset lifecycle decision-making. Drawing on internationally recognised frameworks such as ISO 55001 and the Global Forum on Maintenance and Asset Management (GFMAM) Asset Management Landscape, this course helps finance professionals bridge the gap between financial management practices and effective asset-centric decision-making, supporting informed investment choices, lifecycle cost optimisation, risk management, and the achievement of organisational objectives.

Why This Course Matters for Finance 

Finance professionals play a critical role in ensuring assets deliver sustainable value through informed financial planning, investment decisions, and resource allocation. Yet traditional financial practices often focus on budgets, expenditure, and reporting rather than whole-of-life asset value and performance.

This course: 

• Translates core asset management principles into financial language and practices that finance professionals can readily apply.
• Explains how financial decisions influence asset lifecycle costs, risk, performance, and long-term value.
• Connects budgeting, investment planning, and financial governance to organisational objectives and service delivery outcomes.
• Empowers finance professionals to contribute strategically to asset management decisions, moving beyond financial reporting and cost control.

Why In-house

When we deliver a private (in-house) course, we tailor it to your organisation.

This will include: 

• Organisational Culture
• Industry Specifics
• Commercial considerations
• Asset Owner vs Asset Steward considerations
• Life Cycle Ownership
• Address Customer concerns
• Capability Uplift

Who Should Attend

This course is ideal for finance managers, financial accountants, management accountants, financial analysts, budget planners, investment analysts, commercial managers, and finance professionals who want to:

• Deepen their understanding of how financial decisions influence asset lifecycle costs, risk, performance, and long-term value creation.

• Confidently contribute to asset investment planning, financial governance, and strategic asset management initiatives within their organisation.

Course Outcomes

Upon completion, finance professionals will be able to:

• Apply core asset management principles to financial planning, budgeting, investment decisions, and lifecycle cost management.
• Understand how financial management supports an Asset Management System (AMS) aligned with ISO 55001 requirements.
• Engage key stakeholders across finance, operations, projects, and asset management to align financial decisions with organisational objectives.
• Apply practical financial and asset management concepts to evaluate investment options, lifecycle costs, risks, and value.
• Support continuous improvement through effective financial data, risk-based decision-making, performance measures, and informed resource allocation.

TESTIMONIALS

• "I would highly recommend it to anyone wishing to extend their knowledge in Asset Management."
• "The course was well structured with and very good link to the practical application of asset management."
• "Martin was an excellent presenter and did a great job at using a wide range of examples."
• "Valuable examples, Martin's vast experience, right content to what I was looking for."
• "I liked the presenters enthusiasm which kept me engaged and an active participant. I also enjoyed the different intractability aspects with polls."
• "The way to assess each lifecycle stage of an asset in terms of 'Why, What, and How'. Asking those questions is something that I am going to start adopting as a work principle. Also, this course is a one stop solution to build connection between different ISO 5500x series standards."

 

• Introduction - Maintainers Role in Asset Management
• Asset Management Fundamentals for Maintenance
• Asset Management System and Maintenance Integration
• Stakeholders and Service Delivery & Maintenance
• Management, Leadership and Culture
• Life Cycle Management - Maintenance Perspective
• Cost, Risk and Performance in Maintenance Decisions
• Data and Information
• Roles and Responsibilities
• Improvement and Maintenance Driven Value Creation
• Summary and Exam

YOUR INSTRUCTOR  (Australia)

Martin Kerr designed this course after witnessing many organisations “overcomplicating” Asset Management, separating it from Maintenance and Reliability and failing to realise its value.

Martin began his career as a Maintenance Fitter and Machinist. He has front-line operational experience in complex commercial environments, and served as a CEO overseeing a heavy-maintenance business

Organisations need to realise that, for the most part, they are already doing Asset Management! Even if they don’t know it, organisations without physical assets will gain value by adopting Asset Management principles and increasing their market share.

Martin's Experience

• Certified Fellow in Asset Management (CFAM)
• Asset Management Certified Professional (AMCP)
• Certified Asset Management Assessor (CAMA)
• Certified Maintenance and Reliability Professional (CMRP)
• Lead convenor of ISO55001:2024
• Technical Director of the World Partners in Asset Management (WPiAM) 
• Contributor to the Global Forum of Maintenance and Asset Management (GFMAM) 
• Developed Asset Management Plans for the NSW State Government (>$200B portfolio value) 
• Asset Management Maturity Assessor (Asset Management Council and Infrastructure NSW)
• ISO audit preparation through to accreditation
• Asset Management Trainer (>3,000 international students to date)
• Asset Management Maturity Assessments and Asset Management course delivery (AM Council of Australia)

Martin is a co-author of Living Asset Management Maturity 2020 (ISBN: 978-0-6481816-1-3)

Martin is the author of Organizational Change Management for Asset Management (ISBN: 979-8-2306838-3-4)

 

Martin is the co-author of Organisational Change Management (OCM) for Enterprise Asset Management (EAM) (ISBN: 978-0-9945459-3-0)

 

 

 Frequently Asked Questions (FAQs)

Am I required to sit the CTAM exam via the WPiAM after I complete this course?

• Yes. The exam is provided by the WPiAM.

I have completed this course. What must I do to receive my CTAM Certification?

• Provide your passing certificate from this course to any participating WPiAM member society and complete the competency profile. This will place you in their Continuing Professional Development (CPD) program.

What are the prerequisites to becoming a CTAM?

• Two years of experience in an asset management-related role. It is any role that supports Asset Management decision-making across the asset life cycle, including Managers, Asset Managers, Business Development, Engineering, Supply Chain, Maintenance, Manufacturing, Product Development, and supporting functions such as Safety, Environment, Compliance, Legal, Finance, Commercial, Human Resources, and Information Technology.