Finance and Accounting
Investment Management - Beginner Level
Overview:
Introduction:
This course introduces participants to the fundamentals of investment management, focusing on key principles, strategies, and tools used by professionals to maximize returns while managing risks.
Objectives:
By the end of the training, participants will be able to:
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Understand the basic concepts and principles of investment management.
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Learn how to create and manage an investment portfolio.
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Analyze the risk and return associated with different investment options.
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Gain knowledge about different asset classes and financial instruments.
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Apply basic investment strategies to achieve financial goals.
Target Audience:
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Beginners who are new to investment and financial markets.
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ndividuals looking to build a personal or professional investment portfolio.
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Financial analysts or accountants moving into investment roles.
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Small business owners interested in investment strategies.
Outlines:
Unit 1
Introduction to Investment Management:
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Definition and Importance of Investment Management
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The Financial Markets: Overview and Types
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Key Investment Objectives: Risk, Return, and Liquidity
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Basic Concepts: Time Value of Money and Compound Interest
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Role of an Investment Manager
Unit 2
Asset Classes and Financial Instruments:
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Types of Asset Classes: Stocks, Bonds, Real Estate, Commodities
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Equity Investments: Characteristics and Types of Stocks
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Fixed Income Investments: Bonds and Treasury Bills
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Alternative Investments: Real Estate, Commodities, and Derivatives
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Mutual Funds and Exchange-Traded Funds (ETFs)
Unit 3
Portfolio Management:
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Introduction to Portfolio Construction
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Diversification and Its Importance
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Risk and Return Analysis
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The Modern Portfolio Theory (Markowitz)
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Asset Allocation Strategies
Unit 4
Risk Management in Investments:
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Types of Investment Risks: Market, Credit, Liquidity, and Operational
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Measuring Risk: Standard Deviation and Beta
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Risk-Return Trade-off
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Hedging Strategies: Using Derivatives for Risk Management
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Behavioral Finance: Understanding Investor Psychology
Unit 5
Investment Strategies and Performance Evaluation:
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Fundamental vs. Technical Analysis
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Long-Term vs. Short-Term Investment Strategies
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Value Investing and Growth Investing
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Active vs. Passive Investment Management
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Evaluating Portfolio Performance: Sharpe Ratio, Alpha, and Beta