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course | Fundamentals of Investment Management

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FNBN-467 | Fundamentals of Investment Management

Course Sector : Finance, Accounting and Banking

Duration
Date from
Date to Course Venue Course fees Book a course
5 Days2025-04-202025-04-24Riyadh$4,250 Book now
5 Days2025-07-212025-07-25Abu Dhabi$4,250 Book now
5 Days2025-12-082025-12-12Texas$5,950 Book now

Course Introduction

Fundamentals of Investment Management

Great investor Warren Buffet confirmed that “It’s far better to buy a wonderful company at a fair price, than a fair company at a wonderful price”… But how can you have sufficient ability to analyze your target markets and adequate knowledge that allows you to have the right vision that brings the highest possible return on investment?

The training program is implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).

At The end of the training program, Participants will be involved in practical workshop to show their skills in applying what they were trained for.

A detailed report is submitted to each participant and the training department in your organization on the results of the participant's performance and the return on training.

 

This program focuses on exercises, case studies, and workshops.

 


Course objective

  •              Identify the most prominent concepts of investment world.
  •             Understand how stock markets and investment companies work.
  •             Identify several types of investment.
  •             Understand the elements and principles of successful investment.
  •             Identify stages of successful investment management process.
  •             Understand how to create and manage a strong investment portfolio.
  •             Master defining and analysing investment risks.
  •             Master professional investor skills.
  •             Explore investment talent inside your employees through practical application.

Course Outline | 01 DAY ONE

Introduction to Investment world:

 

  •             Why should you invest? "The benefits of investing on the development of organization growth"
  •             Key concepts and definitions used in the investment world
  •             Who are the major players in the investment world?
  •             How does the stock markets work?
  •             How do investment banks and companies work?
  •             Investment products.

Course Outline | 02 DAY TWO

   Types of investment funds:

  •   Pension Funds
  •   Sovereign Wealth Funds
  •   Open-Ended/Mutual Funds
  •   Real Estate Investment Trusts
  •   Market Exchange-Traded Funds
  •   Hedge Funds
  •   Private Equity

Course Outline | 03 DAY THREE

    Types of Investment strategies (Aggressive, Balanced and conservative).

 

  •             Active vs. passive investment management.
  •             Stages of Investment management Process.
  •             Defining Investment Objectives.
  •             Develop asset allocation.

Course Outline | 04 DAY FOUR

         Portfolio management fundamentals

 

  •             Risk analysis tools and strategies.
  •             Reduce Risks.
  •             Measuring Portfolio return.

Course Outline | 05 DAY FIVE

         ROI Measuring strategies.

 

  •             Tips and tricks of successful investment management.
  •             Successful investor skills.
  •             Workshop.
Course Certificates
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BOOST’s Professional Attendance Certificate “BPAC”

BPAC is always given to the delegates after completing the training course,and depends on their attendance of the program at a rate of no less than 80%,besides their active participation and engagement during the program sessions.

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