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Module 1: Introduction to Investment and Portfolio Management
Module 2: Asset Classes and Market Instruments
Module 3: Analytical Frameworks and Theories
Module 4: Strategic Asset Allocation
Module 5: Portfolio Construction and Management
Module 6: Risk Management Techniques
Module 7: Investment Styles and Strategies
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:
There are no formal prerequisites to attend this Investment and Portfolio Management Masterclass.
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.
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.
Why choose us
Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Investment and Portfolio Management Course. 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.
Join a scheduled class with a live instructor and other delegates.
Engage in activities, and communicate with your trainer and peers.
We handpick from a global pool of expert trainers for our Online Instructor-led courses.
With 10+ years of quality, instructor-led training, we equip professionals with lasting skills for success.
With classes running in all timezones, access any of our courses and course material from anywhere, anytime.
Unlock your potential with The Knowledge Academy's Investment and Portfolio Management Course, 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.
Unlock your potential with The Knowledge Academy's Investment and Portfolio Management Course, 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.
Experience the most sought-after learning style with The Knowledge Academy's Investment and Portfolio Management Course. 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 Course sessions.
Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience
We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible
Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment
Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value
Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Investment and Portfolio Management Course at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.
Leverage benefits offered from a certification that fits your unique business or project needs
Cut unnecessary costs and focus your entire budget on what really matters, the training.
Our Investment and Portfolio Management Course offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings
The course know-how will help you track and evaluate your employees' progression and performance with relative ease
You won't find better value in the marketplace. If you do find a lower price, we will beat it.
Flexible delivery methods are available depending on your learning style.
Resources are included for a comprehensive learning experience.
"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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We may not have any package deals available including this course. If you enquire or give us a call on + 1-866 272 8822 and speak to our training experts, we should be able to help you with your requirements.
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