Main MenuMain Menu
Course Code: FNBN 111
506 Course Visits
Certificate in investment and portfolio management
Course Sector:
Finance, Accounting and Banking
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
5 Days
Online, Virtual $2,150
02
5 Days
Dubai, UAE $4,250
03
5 Days
Jakarta, Indonesia $4,950
Introduction
Training course introducion / brief
This course offers participants a thorough introduction into the theory,
concepts, and practical considerations related to investment management
and portfolio management.
Course Objectives
At the end of the training course, participants will be able to
- Gain a comprehensive understanding on Investment fundamentals.
- Provide with a different thought process or approach to investing
- Learn various factors which they need to consider before taking a position in investment.
- Describe and calculate common measures of portfolio return and risk and discuss the derivation and use of the efficient frontier
- Describe and calculate the impacts of diversification on a given portfolio
- Define and distinguish between strategic and tactical asset allocation decisions
- Critique and identify risks associated with various investment strategies
- Describe issues related to portfolio execution and other trading costs and discuss methods and rules regarding monitoring and rebalancing
- Explain considerations specific to equity and fixed income portfolios, respectively
- Describe techniques to hedge unique risks
- Discuss how to assess portfolio performance and attribution
Course Audience
Who is this course for, and can benefit the most
- Executives who have strategic financial oversight of their unit or organization
- Finance-related roles
- Accounting-related roles
- Marketing Managers
- Financial managers
- Affiliate marketing leaders
- Career Enhancers
- Digital Innovators
- Business owner / Entrepreneur
- General / Senior Accountant
- Business Project Manager
- Bank Branch Manager
- Structured Finance Senior Relationship Manager
- Finance Transformation Manager
- Risk Manager
- Investment Analyst
Course Outline
The course aims and learning outcomes
The stages in the investment management process
- Setting the Investment Objectives
- Establishing Investment Policy
- Selecting the Portfolio Strategy
- Selecting the Assets
- Measuring and Evaluating Performance
- How Investment Banks Works?
- Underwriting New Stock Issues
- Financial Advisory Roles Mergers and Acquisitions
The financial services industry with a specific focus on investments from a global perspective
- Principles of the time value of money and the discount rate
- Project Evaluation & Fundamental criteria for appraisal
- Rate of Return (IRR), Benefit-Cost Ratio (BCR) and Cost of Capital
Introduction to Portfolio Management
- Capital Market Concepts
- Asset Allocation Decisions
Execution of Portfolio Decisions
- Equity Portfolio Considerations & Issues
- Fixed Income Portfolio Considerations & Issues
Portfolio Monitoring and Rebalancing
- Performance Evaluation and Attribution
- Case Study and Review
Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY
Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).
At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.
Since 2001, we have been pioneering the training field in the middle east, we managed to unlock potential and help individuals, teams and organisations to be the best that they can be with our full and integrated solutions.
Quick Links
Our sister companies in Egypt and United Arab Emirates
MOST TRENDING
And Recommended Training Courses
trending
OSHA: Occupational Safety and Health Administration Standards
Date: Apr 13, 2025
Location:Riyadh, KSA
trending
The Business Analyst (PBA) - PMI Certified
Date: Dec 15, 2025
Location:Dubai, UAE
trending
Artificial Intelligence for Leaders
Date: Feb 17, 2025
Location:Abu Dhabi, UAE
We believe in progress for everyone.
We helped more than 10.000 clients over 20 countries on 4 continents in boosting their knowledge, skills and careers.
Boost Training And Consulting © All Copyrights Reserved 2025