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Investment Portfolio Management Certification Course » BII29

Investment Portfolio Management Certification Course

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DateFormatDurationFees
13 Dec - 17 Dec, 2021Live Online5 Days$1800Register
28 Mar - 01 Apr, 2022Live Online5 Days$1800Register
27 Jun - 01 Jul, 2022Live Online5 Days$1800Register
26 Sep - 30 Sep, 2022Live Online5 Days$1800Register
26 Dec - 30 Dec, 2022Live Online5 Days$1800Register
DateVenueDurationFees
30 May - 03 Jun, 2022Istanbul5 Days$4750Register
04 Sep - 22 Sep, 2022Dubai15 Days$15875Register
05 Dec - 16 Dec, 2022Manchester10 Days$7125Register

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Course Overview

Portfolio management has various areas of focus; however, the most important and common activities involve selecting and overseeing investments that meet long-term financial objectives and risk tolerance of clients. It guides SWOT analyses across the entire group of investments in order to weigh various parameters before making decisions.

The investment portfolio is reviewed and amended from time to time. Investment portfolio management is extremely useful to organisations and/or individual investors. Different investment options come with different levels of risks. Thus, multiple selective investments are mostly preferred by organisations and individual investors.

This Zoe training course will provide you with a detailed understanding and comprehensive overview of investment portfolio management, including the different types that exist today, influential factors, detailed processes, etc.

The content covers all critical aspects of investment portfolio management that should be studied and experienced by any professional aiming to build a career as an investment portfolio manager. This course will thus add immense value to your professional graph and career.

Course Objectives

The key objective of this Investment Portfolio Management Certification Course is to empower professionals with—

  • an in-depth understanding of investment portfolio management
  • the required experience and knowledge to undertake any role in any function within investment portfolio management and successfully meet all expectations of the role
  • the required foresight and analytical skills to review existing information well before making investment decisions, thereby protecting one’s clients and/or organisation against risks of wrongful investments
  • the experience and exposure to conduct proper risk assessments and analyses before drawing conclusions regarding investment plans
  • the knowledge and experience to stay updated with developments in the industry to be able to alter approaches and take decisions accordingly
  • the dynamism to help organisations alter approaches and investment decisions, thereby also inviting greater opportunities for career growth and development
  • adequate knowledge, confidence and experience to train other professionals on all important aspects of investment portfolio management
  • a sense of pride and satisfaction in helping organisations make correct and fruitful investment decisions as per available information
  • the knowledge of required standards and rules to be adhered to while making investments, in turn supporting the organisation in getting structurally and legally stronger and sustainable
  • the overall skill set and capabilities to introduce and handle automated systems backed by technology to track investment performance, thus making one a trusted investment portfolio manager and directing further opportunities beyond one’s current organisation

Training Methodology

Zoe Talent Solutions recruits highly experienced trainers from the relevant domain to deliver training for each of its courses. Before commencement of the course, the content is thoroughly checked and amendments are made if needed. Two-way participation is encouraged by the trainer assigning group tasks to the training group.

Role-plays and case studies enhance the method and quality of learning and training. Trainees are also asked to share related issues or experiences at their workplaces, and these are discussed with the rest of the group to encourage learning from experience and others’ experiences.

This method of training is extremely effective and has been adopted by Zoe Talent Solutions for all its training courses. This method is called the Do–Review–Learn–Apply Model.

Organisational Benefits

With professionals undergoing this Investment Portfolio Management Certification training course, organisations will derive the following benefits:

  • Trained and experienced professionals driving investment portfolio management for your organisation and its clients
  • Advanced systems and technologies to enhance the quality and speed of services, including analyses, reporting, etc.
  • Regular and free-of-cost training of other employees regarding investment portfolio management
  • Effective risk assessment and management, thus guiding clients with the most secure and fruitful investment decisions and building credibility in the market
  • Organisational growth and development because of increased credibility and greater success in recommendations to clients
  • Competitive advantage because of trained and experienced professionals providing expert advice, backed by updated technology for greater quality and efficiency
  • Global exposure and recognition because of updated processes and systems helping the organisation stay relevant and capable of competing at a global platform

Personal Benefits

Professionals opting for this Investment Portfolio Management Certification training course will benefit in the following ways:

  • Complete understanding and detailed information about important aspects regarding investment portfolio management
  • Greater understanding and confidence to train other professionals on investment portfolio management
  • Better analytical skills to carefully assess available information before making investment recommendations, thereby contributing to organisational credibility and one’s own career through good work
  • Enhanced capabilities and skills to ensure updated systems and processes and advanced technology to make work smarter, faster and more accurate
  • A sense of satisfaction by contributing to organisational credibility and growth and development, in turn securing good opportunities for progression within the organisation
  • Adequate exposure and experience to work in any function within the investment portfolio management domain, thus gaining global exposure through various opportunities
  • Better skill, experience and knowledge to carefully assess risks and take precautions to prevent losses to businesses
  • Superior knowledge and understanding of all required standards and regulations in the field of investment portfolio management, ensuring that one’s organisation and/or client organisations adhere to these

Who Should Attend?

  • Investment portfolio managers aiming to build a stronger, long-term career in investment portfolio management
  • Other executives and managers involved at some of the other function related to investment portfolio management
  • Top management of an organisation who need to be completely aware of investment and portfolio management to be able to make successful strategic decisions benefitting the organisation
  • Individual investors or investment organisations who need to thoroughly understand various aspects of investment management
  • Legal officers and financial advisors who should review investment decisions and post-investment progress to prevent business losses
  • Any professional interested in understanding investment portfolio management more in detail

Course Outline

The Investment Portfolio Management Certification course offers training in the following areas related to investment portfolio management:

Module 1 – Key Elements of Portfolio Management

  • Asset allocation
  • Diversification
  • Rebalancing

Module 2 – Factors Influencing Investment Portfolio Management

  • Timespan
  • Age of investor
  • Risk tolerance level

Module 3 – Objectives of Investment Portfolio Management

  • Capital appreciation
  • Maximising returns
  • Protection from excessive financial exposure
  • Portfolio flexibility
  • Risk optimisation
  • Optimal fund allocation
  • Enhancing overall portfolio efficiency

Module 4 – Types of Investment Strategies

  • Value investing
  • Contrarian investing
  • Growth at a reasonable price
  • Growth stock investing
  • Momentum investing

Module 5 – Types of Investment Portfolios

  • Aggressive portfolio
  • Defensive portfolio
  • Hybrid portfolio

Module 6 – Types of Investment Portfolio Management

  • Active
  • Passive
  • Discretionary
  • Non-discretionary

Module 7 – Steps in the Portfolio Planning Process

  • Assess the current situation
  • Establish investment objectives
  • Determine asset allocation
  • Select investment options
  • Monitor, measure and rebalance

Module 8 – Process of Investment Portfolio Management

  • Identification of investment objectives
  • Estimation of capital market
  • Decision regarding asset allocation
  • Formulation of portfolio strategy
  • Selection of securities and investment
  • Implementation of portfolio
  • Revision and evaluation of portfolio
  • Rebalancing the portfolio

Module 9 – Keys to Successful Investment and Portfolio Management

  • Insist upon a margin of safety
  • Invest in assets you understand
  • Measure your success by the underlying operating performance of the business, not the stock price
  • Be rational about price
  • Minimise costs, expenses and fees
  • Stay alert for opportunities
  • Allocate capital by opportunity costs

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Customized Schedule is available for all courses irrespective of dates on the Calendar. Please get in touch with us for details.