COURSE INFORMATION

Scheduled Dates: 12 – 16 Feb 2024 | 13 – 17 May 2024 | 12 – 16 Aug 2024 | 11 – 15 Nov 2024

Duration: 1 Week

Customized dates and one on one sessions can be organized.

PREAMBLE

The focus of this CPM training is to help participants acquire skills and enrich their knowledge on state-of-the-art Investment principles and concepts for the finance department team. Investment Management is an important aspect of financial management and control in an organization.

Timely and precise financial data are indispensable for effective decision- making as well as corrective action by prudent investment management practices in order to enhance the prospect of higher return on investments and better deliverables. This program is structured to improve the competency level of staffs working in the finance department.

TARGET GROUP

Financial Accounting Team Members, Financial Planning and Budgeting Professionals,  Strategic Planning and Head Office Team Members, Corporate Communication and Investor Relations Professionals, Investment Analysts and Advisers,  Traders Investors in general.

COURSE OBJECTIVES

The workshop focuses on attaining the following objectives

• Demonstrate competence in applying modern portfolio theory to security analysis and portfolio management in the real world
• Use a variety of financial instruments, including an array of derivatives to hedge, speculate and take advantage of market arbitrage situations
• Construct portfolio management strategies using a variety of assets and derivative instruments
• Demonstrate the application of the techniques involved in portfolio management and strategic development
• Demonstrate an understanding of the role of investment companies in portfolio management, and the techniques involved in portfolio performance evaluation
• Demonstrate an understanding of current market dynamics
  
  

COURSE OUTLINE

The following Topics will be discussed

Module 1

• The Current Investment Environment and Asset Allocation Strategies
• Investment Opportunities
• Required Rate of Return
• Sustainable Investment Strategies
• Risk and Return
• Portfolio Theory
• Capital Market Theory
• Asset Pricing Models

Module 2

• Inefficient Markets
• Efficient Market Hypothesis
• Market Anomalies
• Environmental Finance
• Behavioural Finance
• Equity Valuation Models
• Extreme Portfolio Selection (Momentum and Contrarian Trading)
• Financial Crises and Pandemics (SARS and COVID-19)
• Noise Trading

REGISTRATION

To register, kindly fill the Seminar Registration Form and send it to us through:
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TERMS AND CONDITIONS OF PAYMENT

1. Fees Payment - All fees are payable strictly in advance 2 working days before the course starting date.
2. Cancellation Fee - Cancellation of any participant 5 working days before the start day of a course will incur a 20% cancellation fee.
   We regret that no cancellations will be accepted within 2 working days of a course, but substitutions may be made.