Course information

Investment and Portfolio Management Course Outline

Module 1: Introduction to Investment and Portfolio Management

  • Overview of Investment Types
  • Principles of Portfolio Management
  • Risk and Return Concepts
  • Financial System and Its Components
  • Role of Regulatory Bodies in Investments

Module 2: Asset Classes and Market Instruments

  • Equities as an Asset Class
  • Bonds and Fixed Income Securities
  • Derivatives: Futures, Options, and Swaps
  • Alternative Investments: Real Estate, Commodities, and Art
  • Cash and Money Market Instruments

Module 3: Analytical Frameworks and Theories

  • Modern Portfolio Theory
  • Capital Asset Pricing Model (CAPM)
  • Arbitrage Pricing Theory (APT)
  • Efficient Market Hypothesis (EMH)
  • Behavioural Finance Insights

Module 4: Strategic Asset Allocation

  • Long-term Asset Allocation Strategies
  • Diversification and Correlation Between Assets
  • Asset-Liability Matching
  • Strategic vs. Tactical Asset Allocation
  • The Role of Time Horizon in Investment Strategy

Module 5: Portfolio Construction and Management

  • Steps in Portfolio Construction
  • The Impact of Transaction Costs
  • Rebalancing Techniques
  • Tax Considerations in Portfolio Management
  • Monitoring and Performance Evaluation

Module 6: Risk Management Techniques

  • Identifying and Assessing Investment Risks
  • Techniques for Managing Market Risk
  • Credit Risk and Its Management
  • Liquidity Risk and Its Implications
  • Use of Derivatives in Risk Management

Module 7: Investment Styles and Strategies

  • Active vs. Passive Investment Strategies
  • Growth Investing vs. Value Investing
  • Indexing and ETFs Strategy
  • Quantitative Approaches to Investing
  • Income Investing Strategies

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Who Should Attend this Investment and Portfolio Management Course?

The Investment and Portfolio Management Course is perfectly suited for individuals with a basic understanding of financial concepts and a keen interest in expanding their knowledge in investment and portfolio management. It is especially beneficial for:

  • Portfolio Manager
  • Financial Analyst
  • Investment Advisor
  • Risk Manager
  • Fund Manager
  • Asset Manager
  • Quantitative Analyst

Prerequisites of Investment and Portfolio Management Course

There are no formal prerequisites to attend this Investment and Portfolio Management Masterclass.

Investment and Portfolio Management Course Overview

Investment and Portfolio Management involves the strategic combination of financial securities to meet specific investment goals. This field is crucial because it enables efficient asset growth and risk management tailored to investor profiles. For organisations, mastering these concepts enhances financial performance and strategic asset allocation, aligning investments with long-term business objectives. Individuals benefit from this training by acquiring the skills to manage personal investments effectively, leading to improved financial security and asset growth. Additionally, a deep understanding of investment and portfolio management can open up lucrative career opportunities in finance, such as roles in asset management, financial analysis, and portfolio oversight.

This 1-day Investment and Portfolio Management Course, delegates will engage with a comprehensive curriculum designed to impart a thorough understanding of the various types of investments, market instruments, and the frameworks that guide the investment and portfolio management processes. The course covers practical theories, from Modern Portfolio Theory to Behavioural Finance, and delves into strategic asset allocation, risk management, and global investment trends.

Course Objectives

  • To understand different asset classes and financial instruments
  • To apply key investment theories and analytical frameworks
  • To develop strategies for effective asset allocation
  • To assess and manage investment risks appropriately
  • To explore global investment opportunities and practices
  • To cultivate ethical and sustainable investment approaches

After completing this course, delegates will be able to create and manage diversified portfolios that align with specified investment objectives. They will possess the skills to evaluate risks accurately, employ various investment strategies, and make informed decisions based on current market conditions and financial theories. Additionally, they will be equipped to monitor and adjust their portfolios as needed to maintain alignment with their financial goals and respond to market dynamics.

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What’s included in this Investment and Portfolio Management Course?

  • World-Class Training Sessions from Experienced Instructors
  • Investment and Portfolio Management Course Certificate
  • Digital Delegate Pack

Why choose us

Our Nassau venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Nassau is the capital city and the largest in the Commonwealth of the Bahamas. It has a population of around 250,000 people, 70% of the entire population of the Bahamas. Nassau is home to the Nassau Public Library which is the largest library and museum in Bahamas. There are four other libraries in the Bahamas. Nassau Public Library was the first building built in Parliament Square and converted into a library in 1873. It was originally a colonial jail which housed a small amount of prisoners. It now showcases the host of services and technological advancements the Bahamas has achieved over the years.

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Address

British Colonial Hilton Nassau

One Bay Street 

P O Box 

N-7148 

Nassau The Bahamas

T: + 1-866 272 8822
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Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Investment And Portfolio Management Training in Nassau. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

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Unlock your potential with The Knowledge Academy's Investment And Portfolio Management Training in Nassau, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

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Experience the most sought-after learning style with The Knowledge Academy's Investment And Portfolio Management Training in Nassau. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Investment And Portfolio Management Training in Nassau sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

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Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

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What our customers are saying

Investment And Portfolio Management Training in Nassau FAQs

Please arrive at the venue at 8:45am.

We are able to provide support via phone & email prior to attending, during and after the course.

Delegate pack consisting of course notes and exercises, Manual, Experienced Instructor, and Refreshments

This course is [ 1 ] day(s)

Once your booking has been placed and confirmed, you will receive an email which contains your course location, course overview, pre-course reading material (if required), course agenda and payment receipts

The training fees for Investment and Portfolio Management Coursein Nassau starts from $2495

The Knowledge Academy is the Leading global training provider for Investment and Portfolio Management Course.

Please see our Investment and Trading Training courses available in Nassau
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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