The essential criteria for assessing the investments includes the knowledge of different financial products and skills for choosing a good investment among alternative investment opportunities. Portfolio management and investment analysis can be considered as the art and science of selecting and overseeing a cluster of investments that meet the objectives and risk tolerance of the company or an institution. Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments. This could be a time consuming and many senior and middle managers who joined the finance industry over a decade ago find little time to keep up to date with new financial products and techniques whilst at the same time being able to meet the daily rigours of their job.
This Portfolio Management and Investment Analysis training course is an ideal opportunity for such individuals to enhance their skills set and improves their technical skills in selecting and constructing a winning portfolio. New entrants to the financial industry may find the array of products and opportunities overwhelming and hence a good introduction to the financial markets and available techniques for portfolio management would provide them the necessary tools required in capital market. in addition, it is imperative that regulators of the financial industry to understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.
This PetroKnowledge Portfolio Management and Investment Analysis training course will highlight:
This training course is split into two modules:
Each module is structured and can be taken as a stand-alone training course; however, delegates will maximise their benefits by taking Modules I, and II back-to-back as a 2-week training course.
The Portfolio Management and Investment Analysis training course aims to provide delegates with update knowledge of portfolio management and investment analysis. At the end of the training delegates will have:
The philosophy of the training course is that finance is a “doing subject” and a “real life subject”. Hence each topic will be supported by real world examples and delegates will not be passive observers but instead will be hands on, undertaking many exercises and carrying out detailed analysis. The use of Excel is critical in the financial world and for a number of topics appropriate use will be made of spreadsheets. It is therefore beneficial that each delegate brings their own laptop to the sessions, either Windows or Mac OS, in order that they are comfortable with the environment.
By sending delegates on the Portfolio Management and Investment Analysis training course, your organisation will benefit by:
By attending this Portfolio Management and Investment Analysis training course, you will:
We offer a variety of tailored training options, customized to meet your organisation's needs. Delivered anytime, anywhere, we make it easy to bring expert training directly to your team.
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