Portfolio Management Course

Portfolio Management Course

Categories:

Banking Courses

Date:

04-Dec-2022
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Introduction

    The importance of training courses is not only limited to professional life, as most of us think but training courses aim to transfer knowledge and practical experiences that enrich the skills of individuals and enhance their self-confidence, which contributes to the preparation of cadres which in turn contributes to the development and progress of institutions. Therefore, Strategic Vision Training Center aims to enhance the skills and experiences of individuals through the strongest training programs to keep pace with every development in the labor market.

Objective

  • Learn about the concept of investment
  • Different types of investment
  • The concept of financial markets
  • Financial and monetary policies and their impact on investment
  • How to create an investment portfolio
  • Types of investment portfolios and how to manage them
  • Investment analysis of the investment portfolio
  • Effective methods for evaluating the investment portfolio
  • The basics of making successful investment decisions

Who should attend?

  • Workers in the field of stock exchanges and financial markets
  • Employees of companies listed in the stock exchange
  • Brokerage companies and their employees
  • Business men
  • Financial Analysts
  • Brokers and employees of brokerage firms
  • Employees of banks and financial institutions in the management of investment portfolios
  • Workers in investment funds
  • Managers of investment portfolio departments
  • Investment Analysts

Course content:

Unit 1: Investing in the financial markets

  • The concept of investing in the financial markets
  • Monetary policy and its impact on investment decisions
  • The time value of money and methods of calculating it
  • The different types of investment
  • Financial markets and money markets
  • Primary and secondary financial markets and the difference between them
  • The role of the stock market in the economy

 Unit 2: Portfolio formation and analysis

  • The concept of an investment portfolio
  • Types of investment portfolios and their objectives
  • Methods of investing in securities
  • Skills to be available in a portfolio manager
  • Strategies for selecting and trading stocks
  • Investment analysis of the components of the portfolio
  • Mutual Funds and their Evaluation

Unit 3: Optimum management of investment portfolios

  • The foundations required to be available to manage the investment portfolio
  • Stocks and bonds valuation
  • Evaluating the performance and measuring the returns on investment portfolios
  • Return on investment
  • Return on Shareholders' Equity
  • The net present value of the return
  • Investment risk management and assessment
  • Diversity in the investment portfolio
  • The modern theory of investment portfolio management
  • Practical applications