Investment Analysis and Portfolio Management

This course is designed to help an investor or an independent advisor / portfolio manager understand investment strategies and tools to create optimal portfolios and measure their performance. It will help you to develop and discuss the best practices in portfolio performance. The course takes the user through basics of financial markets, concepts of portfolio theory and tools to select assets based on analysis and valuation. Special emphasis will be given to recent financial market innovations and current investment trends.  This course helps investors, entrepreneurs and practitioners make sound investment decisions.  On completion of this course, learners will be able to describe performance measurement measures, evaluate portfolio performance, describe and contrast different investment strategies, and propose investment strategy solutions.

 

 

Course Fee: ₹ 3539 (₹ 2999 + ₹ 540 GST)

 

Target Audience

• Students of Management and Commerce

• Finance Professionals

• Employees with Treasury & Investment division of banks and financial institutions

• Independent financial advisors

• Portfolio managers

• Anybody having interest in this subject

 

Course Outline 

• Objectives of Investment Decisions                           

• Financial markets                                             

• Fixed Income Securities                                    

• Capital market Efficiency                                

• Financial Analysis and Evaluation                       

• Modern Portfolio Theory                                 

• Valuation of Derivatives                                   

• Investment Management

 

Recommended Weekly Plan

 

Week 1: Objectives of Investment Decisions

Week 2: Financial markets

Week 3: Fixed Income Securites

Week 4: Fixed Income Securities

Week 5: Capital Market Efficiency

Week 6: Financial Analysis and Valuation

Week 7: Financial Analysis and Valuation

Week 8: Modern Portfolio Theory

Week 9: Valuation of Derivatives

Week 10: Valuation of Derivatives

Week 11: Investment management

Week 12: Investment management

 

Certification

The Candidate shall be issued certification of completion upon completing the course. For NCFM certificate the candidate needs to apply separately at https://www.ncfm-india.com/ORE/OREloginPage.jsp ,charges applicable as per NCFM module fees.