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1- Online Training...with international accreditation. The value of participation per person is €1,450
2-Requirement : specifying the course, number of participants
implementation date, and joint coordination.
Group contracting ... 20% Discount For Each Participant In Any Group Of Five Person Or More
Other Places To Hold The Course :
KualaLumpur.. Istanbul.. Dubai.. Cairo.. Riyadh.. Jeddah.. Abu Dhabi.. Doha.. Muscat.. Sharm El Sheikh.. Kuwait.. Tripoli.. Amman.. Beirut.. Damascus.. Tunisia.. Casablanca.. London.. Paris.. Barcelona.. Amsterdam.. Brussels
Portfolio Management and Investment Analysis
Introduction :
This Portfolio Management and Investment Analysis training course is an ideal opportunity for such individuals to update their skills set and improves their technical skills. At the same time new entrants to the financial industry may find the array of products and opportunities overwhelming and may welcome the opportunity to be provided with an extensive introduction to financial markets and available techniques for portfolio management.
Course Objectives :
At the end of this course, the participants will be able to :
Targeted Audience :
- 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
Course Outlines :
DAY 1
Quantitative Methods
- Application of statistical techniques to financial markets
- Descriptive statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
- Selecting an appropriate chart to represent data
- Regression analysis
Economics
- Key macroeconomic indicators
- Macroeconomic policy tools
- Exchange rate policy
- Leading indicators and sentiment indicators
DAY 2
Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet , Income Statement, Cash Flow Statement
- Ratio Analysis:
- Industry metrics
- Apple v Microsoft
- Next v Tesco
Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend decision
DAY 3
Equity Investments
- Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s.
- IPO’s and rights issues
- Market Indices
- International Equity Market Linkages
Portfolio Theory
- The Markowitz model of Portfolio Risk
- The Capital Asset Pricing Model
- A practical application of the CAPM to a range of companies
DAY 4
Fixed Income Securities
- Bond pricing
- Bond Duration
- The term structure of interest rates
- The convexity of a bond
- Bond ratings
- Immunising a bond portfolio
- Structured products
- Money Market Deposits/CD’s/Commercial Paper/Treasury Bills
Derivative Securities I
- An introduction to the Derivatives Market
- Futures
- Options
- The cost of carry model
- Cash and carry arbitrage
- Reverse cash and carry arbitrage
- Using Futures to provide portfolio insurance
- Using futures to change a portfolios “beta”
- Spread trading:
- Intra-commodity spreads
- Intra-commodity spreads
DAY 5
Derivative Securities II
- Using Options to provide portfolio insurance
- Option trading strategies.
- Option pricing
- Option Greeks
- Volatility trading
Alternative Investments
- Opportunities offered by alternative investments:
- Property
- Commodities
- Art & Wine
European Business Center Training Methodology :
Our training work is presented in a professional and attractive manner.. Interspersed with interceptive information to renew attention throughout the training period… We aim with this method to train the listener and interact… In addition to practical applications that target the direct skills and knowledge required to be achieved.. It is presented to the trainees in more than one way.. Practical exercises and applications.. Surveys and questions.. A training strategy has been adopted based on pairing between the theoretical and the professional and between the local and the global.
What Does The Participant Get From The Course?
Each participant obtains an internationally accredited training certificate from the European Business Center for Training and Development … which has the ISO certificate in quality No. 900/2015 from the English international company UCAS .. and receives a training bag containing the scientific material via an electronic flash … in addition to an enjoyable and useful training that is reflected Positive and developmental for individuals and the institution
Note :
We can implement the training course in any of the cities referred to in this course..at the appropriate and required time for the trainees..through joint coordination with the training department at the center..the training is implemented in a distinctive manner according to the best quality standards so that we meet all training requirements and needs.
International Accreditations
European Business Center for Training and Development has obtained international and official accreditations with the highest and best international levels scientifically and technically, which reflect the level of outstanding performance in our training work.. so that it achieves what each participant aspires to by obtaining the best certificates with officially approved scientific and technical standards.