Portfolio Investment Analysis

The philosophy of the training course is that finance is a “doing subject” and a “real life subject”. Each topic is supported by real world examples and the delegates will have the opportunity to apply the topics covered through class exercises. The use of Excel is critical in this training and a number of topics involves the use of spreadsheets.

The Portfolio Investment Analysis training course aims to provide delegates with the knowledge of :

• Different asset classes available in the financial market.
• How to assess the risk and performance of the portfolio.
• Knowledge of how economic indicators associated with the portfolios.
• Analysis financial analysis of the investee companies.
• Going public process.

• Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
• Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
• Regulators looking to understand current trends in financial markets.
• New entrant to financial industry willing the capital market and portfolio theory.

Organisational Impact

By sending delegates on the Portfolio Investment Analysis training, your organisation will benefit by:

• Providing your staff with exposure to financial products and techniques beyond their existing job role.
• Providing your staff with up-to-date industry standard techniques for portfolio investment and risk assessment.
• Transforming their Excel skills so that the leave with advanced knowledge of Excel for investment analysis.
• Ability to identify the correlated risks among different asset classes.
• Common pitfalls to avoid when constructing a portfolio.

Personal Impact

By attending this Portfolio Investment Analysis training course, you will:

• Have a wider knowledge set of financial products
• Have a greater awareness of selecting different asset class for constructing a portfolio.
• Ability to analyse firms’ financials using Excel.
• Measuring the “risk” and the ability to manage the risk.
• Understanding of economic indicators and their impact on performance.