An Interactive 10-Day Training Course
Portfolio Management and Investment Analysis
Portfolio Investment Strategy, Derivatives and Financial Market
An Interactive 10-Day Training Course
The essential criteria for assessing the investments includes the knowledge of different financial products and skills for choosing a good investment among alternative investment opportunities. Portfolio Management and Investment Analysis training course can be considered as the art and science of selecting and overseeing a cluster of investments that meet the objectives and risk tolerance of the company or an institution. Unfortunately, being effective in portfolio management requires the ability to weigh strengths and weaknesses, opportunities and threats across the full range of investments. This could be a time consuming and many senior and middle managers who joined the finance industry over a decade ago find little time to keep up to date with new financial products and techniques whilst at the same time being able to meet the daily rigours of their job.
This Portfolio Management and Investment Analysis training course is an ideal opportunity for such individuals to enhance their skills set and improves their technical skills in selecting and constructing a winning portfolio. New entrants to the financial industry may find the array of products and opportunities overwhelming and hence a good introduction to the financial markets and available techniques for portfolio management would provide them the necessary tools required in capital market. in addition, it is imperative that regulators of the financial industry to understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.
This training course will highlight:
This training course is split into the following modules:
Module I - Portfolio Management & Hedging
Module II - Portfolio Investment Analysis
The Oxford Management Centre Portfolio Management and Investment Analysis training course aims to provide delegates with update knowledge of portfolio management and investment analysis. At the end of the training course delegates will have:
The philosophy of the training course is that finance is a doing subject and a real life subject. Hence each topic will be supported by real world examples and delegates will not be passive observers but instead will be hands on, undertaking many exercises and carrying out detailed analysis. The use of Excel is critical in the financial world and for a number of topics appropriate use will be made of spreadsheets. It is therefore beneficial that each delegate brings their own laptop to the sessions, either Windows or Mac OS, in order that they are comfortable with the environment.
By sending delegates on the Portfolio Management and Investment Analysis training course, your organisation will benefit by:
By attending this Portfolio Management and Investment Analysis training course, you will:
On successful completion of this training course, Oxford Management Centre Certificate with eligible Continuing Professional Education credits (CPE) from National Registry of CPE Sponsor will be awarded to the delegates
Yes, we provide assistance in securing both hotel reservations & entry visa on all our international training venues, for delegates attending our training courses. For further information / assistance, please contact our Customer Service at:
Yes, Oxford Management Centre is accredited by the following professional bodies;
National Association of State Board of Accountancy (NASBA)
The Oxford Management Centre is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit.
Yes, discounts are available. For further information please call +971 50 985 0174 or email, info@oxford-management.com
Note: Discounts are not applicable with any other special offer that may be available.
All course bookings made through Oxford Management Centre are non-refundable. By registering for a course, you acknowledge and accept that fees are payable in full and are not subject to refund under any circumstances, including but not limited to participant dissatisfaction, changes in personal or professional circumstances, or partial attendance.
Oxford Management Centre reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Full details of each course – including objectives, target audience, and content – are clearly outlined prior to enrolment, and it is the responsibility of the delegate to ensure suitability before booking.
There are 2 easy ways to register:
We request that all cancellations be made at least one week before the class start date. You may reschedule this class without any penalty. If not, a $250 fee will be charged for cancellations received less than one week before a class begins and for no-shows. Cancellation penalties and any fees incurred by Oxford Management Centre will be deducted from refunds.
For more information request, email info@oxford-management.com or call +971 50 985 0174.
The classroom training fees include course presentation, relevant materials, physical & digital documentation, lunch and refreshments served during entire training. Accommodation and transportation are not included in the training course fees.
While, online training fees cover the course presentation and digital documentation and relevant materials.
The Oxford Management Centre Certificate of Completion with corresponding CPE credits shall be awarded to delegates who has successfully completed the training course.
Payment must be received before the training course commences. You can make payment by bank draft, cash, credit card or wire transfer.
Note: If the payment is not received, Oxford Management Centre has the right to refuse admission.
Upon receipt of your registration form, we will send you the following by e-mail:
If you register online you will receive an e-mail within 24 hours confirming your registration.
