course | Fundamentals of Investment Management
Boost your profile through Fundamentals of Investment Management. Expert trainers, practical exercises, and recognized certification in UAE.
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 Days | 14/12/2026 | 18/12/2026 | Texas | $5,950 | Book now |
| 5 Days | 11/01/2027 | 15/01/2027 | Dubai | $4,250 | Book now |
| 5 Days | 02/05/2027 | 06/05/2027 | Riyadh | $4,250 | Book now |
| 5 Days | 02/08/2027 | 06/08/2027 | Abu Dhabi | $4,250 | 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 a 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 the 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 the 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 audience
- Finance Professionals – Enhancing investment and portfolio management skills.
- Wealth & Asset Managers – Managing client investments and risk.
- Corporate Finance Teams – Overseeing business investments and capital allocation.
- Retail & Institutional Investors – Understanding markets and investment strategies.
- Students & Analysts – Preparing for careers in finance and investment.
Course Outline | 01 DAY ONE
Introduction to the Investment World:
- Why should you invest? "The benefits of investing in the development of organizational growth"
- Key concepts and definitions used in the investment world
- Who are the major players in the investment world?
- How does the stock market 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.
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.
Since 2001, we’ve been at the forefront of professional training in the Middle East — shaping the future of learning and development one success story at a time. With a vision rooted in innovation and excellence, we help individuals, teams, and organizations reach their highest potential through integrated, future-ready training solutions. Our comprehensive programs combine global best practices with local insights, empowering people to grow, lead, and make a lasting impact in their industries.
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