Introduction to Markets, Securities and Modern Portfolio Management Course

Course Overview:

The course titled Introduction to Markets, Securities and Modern Portfolio Management is the one that equips participants with the skills needed to strategize and manage investments with precision.

Various investment options including money market instruments, bonds and derivatives will be surveyed while the learners will also comprehend the optimum way of portfolio choosing in order to achieve efficient portfolio for specific risk level.

Among the covered topics are the cost of equity, CAPM, DDM, evaluation of stocks and bonds, and also technical analysis with the use of MACD or RSI indicators. Also, such participants will also know about the governance, management of portfolio risk, and the interrelationship between portfolio management and project and program management.

The course is appropriate for senior executives, portfolio holders, project and program managers, practitioners and people working in similar areas.

Course Objectives:

At the end of this Introduction to Markets, Securities, and Modern Portfolio Management Course, learners will be able to do:

• Know investment alternatives
• Optimally diversify and make efficient portfolios
• Allocate funds between risk-free and risky assets and choose a portfolio as per the risk tolerance of investors
• Know and practice trading at KSE
• Know how margin financing at KSE works
• Calculate the cost of equity with CAPM and DDM
• Value stocks and bonds and find under/over-valued stocks
• Understand various technical indicators like a stochastic oscillator, MACD, DMA, RSI, etc.
• Relate Portfolio Management to Project and Program Management
• Describe generally accepted processes associated with Portfolio Management and investment analysis
• Present and describe the required elements for Portfolio Management
• Identify the required tools and techniques needed in each process in the Portfolio Management

Who Should Attend?

This course targets Senior Managers, Management staff in charge of organization strategy, Portfolio managers, members of a strategic and/or portfolio management office, Managers of projects, Program managers, Functional managers, and process owners with resources in a portfolio, Educators teaching the management of portfolios and related subjects, Consultants and other specialists in the project, program, and portfolio management and related fields, and Trainers developing.

Course Outlines:

Understanding Investments

• The nature of investments
• Understanding the investment decision process

Investment Alternatives:

• Organizing financial assets
• Money market securities
• Fixed-income securities
• Equity securities
• Derivative securities (Futures and Options)

Indirect Investing:

• Investment company
• Types of investment companies
• Major types of mutual funds
• Net Asset Value
• Mutual Fund Returns

Introduction, Portfolio Management Overview and Organization, Portfolio Management Processes, Portfolio Governance

• Get to know classmates (company, industry, background)
• Portfolio Management context, lifecycle, Roles & Responsibilities
• Portfolio Management processes overview, ten portfolio governance processes, and four portfolio risk management processes
• Portfolio Management Governance, identify, categorize, evaluate, select, and prioritize components

Portfolio Management Governance, Portfolio Risk Management

• Balance Portfolio, applying quantitative methods, communicate portfolio adjustment
• Authorize Components, approve funding and resources, Review and report portfolio performance
• Recommendations to business, monitoring business strategy change, setting up new criteria
• Portfolio Risk Management, identifying portfolio risks, analyzing portfolio risks, building risk register
• Develop portfolio risk responses, select response strategy, monitor and control portfolio risks, request portfolio changes

see more: Introduction to Securities and Investment (CISI) Course