Empower Your Investment Portfolio

Course Overview

This 2-day training/workshop is designed to equip participants with a comprehensive understanding of the fundamental concepts and practices in the field of investment management. The workshop will cover various asset classes, including equities, fixed income, and alternative investments, while exploring the dynamics of market cycles and their influence on investment decisions. Through engaging presentations, interactive case studies and practical exercises, participants will gain insights into the relationship between risk and return, as well as the critical importance of diversification and asset allocation in constructing a successful investment portfolio.

Participants will be introduced to investment strategies and portfolio management techniques. Hands-on exercises will provide attendees with the opportunity to build their own diversified portfolios based on specific objectives and risk tolerances, reinforcing their learning through practical application. By the end of the workshop, participants will leave with a solid foundation in investment management, preparing them for future endeavors in the industry or academic pursuits.

Course Objective

The objectives of this course are as follows:

1. Understand core investment principles and terminology.
2. Identify different types of investment vehicles and their characteristics.
3. Construct and manage a diversified investment portfolio.
4. Analyse risk versus return in investment decisions.
5. Apply basic strategies for evaluating and selecting investments.
6. Utilize tools for monitoring and assessing investment performance.

Learning Outcomes

Upon completion of the course, participants will achieve the following learning outcomes:

1. Understanding Investment Fundamentals – gain a clear comprehension of key investment concepts, terminology, and principles, enabling effective communication within the financial environment.
2. Recognizing Investment Vehicles – identify and describe various investment types, including stocks, bonds, mutual funds, and ETFs, along with their respective features, benefits, and risks.
3. Constructing a Diversified Portfolio – develop the skills to construct a diversified investment portfolio that aligns with individual risk tolerance and financial goals, thereby minimizing risk while optimizing returns.
4. Assessing Risk and Return – analyze the relationship between risk and return, enabling participants to understand personal risk tolerance and make informed decisions regarding their investment strategies.
5. Evaluating Investment Opportunities – apply basic methodologies for evaluating investment opportunities through fundamental and technical analysis, including criteria for selecting suitable investments. Monitoring and Managing Investments – understand the importance of regular portfolio review and rebalancing, learning how to monitor investment performance through key performance indicators and adjust strategies as necessary.