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An Interactive 10-Day Training Course

Portfolio Management and Investment Analysis

Portfolio Investment Strategy, Derivatives and Financial Market

Classroom Dates
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11 - 22 Nov 2024
London
$11,900
Register
Register
26 May - 06 Jun 2025
Amsterdam
$11,900
Register
Register
17 - 28 Nov 2025
London
$11,900
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Online Dates
Register
26 May - 06 Jun 2025
Online
$7,900
Register

 

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 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 recognize the risks inherent in trading these products.

This Energy Training Centre training course will highlight:

  • How to construct a portfolio using alternative asset classes
  • The decision of optimal capital structure
  • Investment analysis
  • Bond valuations
  • Hedging techniques

 

This training course is split in two modules:

MODULE I - Portfolio Investment Analysis

MODULE II - Portfolio Management & Hedging

Each modules is structured and can be taken as a stand-alone training course; however, delegates with will maximise their benefits by taking Module 1 and 2 back-to-back as a 2-week training course.

The 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 delegates will have:

  • Exposure to an array of different asset classes
  • Appropriate techniques for performance management and risk assessment
  • Sufficient knowledge of how economic indicators affect the performance of the portfolios
  • The use of derivatives in hedging the risk
  • Alternative asset classes in the capital market

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:

  • Providing your staff with exposure to financial products and techniques beyond their existing job role
  • Providing your staff with up-to-date industry standard techniques for portfolio management and risk assessment
  • Transforming their Excel skills so that the leave with advanced knowledge of Excel for investment analysis.

By attending this Portfolio Management and Investment Analysis training course, you will:

  • Have a wider knowledge set of financial products
  • Have a greater awareness of techniques available to provide leverage
  • Have advanced ability in financial analysis using Excel.
  • Have greater clarity on “risk” and tools available to manage risk.
  • Have a good understanding of economic indicators and their impact on performance.
  • Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
  • Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
  • Regulators looking to understand current trends in financial markets.
  • New entrant to financial industry willing the capital market and portfolio theory.
Module 1: Portfolio Investment Analysis

Day One: Quantitative Methods

  • Application of statistical techniques to financial markets
  • Descriptive statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
  • Selecting an appropriate chart to represent data
  • Regression analysis

Day Two: Corporate Finance

  • Corporate Structure: Debt vs Equity
  • Corporate Governance
  • Mergers and Acquisitions
  • Investment Appraisal
  • The Dividend decision

Day Three: Financial Reporting and Analysis

  • A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
  • Ratio Analysis:
    • Industry metrics
    • Apple vs Microsoft
    • Next vs Tesco

Day Four: Economics

  • Key macroeconomic indicators
  • Macroeconomic policy tools
  • Exchange rate policy
  • Leading indicators and sentiment indicators

Day Five: Equity Investments

  • Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s
  • IPO’s and rights issues
  • Market Indices
  • International Equity Market Linkages
Module 2: Portfolio Management & Hedging

Day Six: Portfolio Theory

  • The Markowitz model of Portfolio Risk
  • The Capital Asset Pricing Model
  • A practical application of the CAPM to a range of companies

Day Seven: Fixed Income Securities

  • Bond pricing
  • Bond Duration
  • The term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits

Day Eight: Derivative Securities I

  • An introduction to the Derivatives Market
    • Futures
    • Options
  • The cost of carry model
  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage
  • Using Futures to provide portfolio insurance
  • Using futures to change a portfolios “beta”
  • Spread trading:
    • Intra-commodity spreads
    • Intra-commodity spreads

Day Nine: Derivative Securities II

  • Using Options to provide portfolio insurance
  • Option trading strategies
  • Option pricing
  • Option Greeks
  • Volatility trading

Day Ten: Alternative Investments

  • Opportunities offered by alternative investments:
    • Property
    • Commodities
    • Art & Wine

Portfolio Management and Investment Analysis Training Course FAQ's

WHY ENERGY TRAINING CENTRE?

Industry Leading Expertise
Flexible Learning Options
Trusted & Approved
Best Prices

Our industry leading training courses cover the entire energy ecosystem, from conventional energy, to renewables. Regardless of where you are in the renewable sector, from start-up to NOC – our goal is to provide our clients with future-proof professional training and development to help you lead in navigate the energy transition. We are supporting clients within the conventional energy industry, such as those in oil gas adopt and implement effective strategies and systems to reduce their carbon footprint and emissions. We also deliver training and run bespoke programs for clients who may be making a larger scale transition into the renewable energy market. For those organisations who are growing or are fully established in the renewable energy space we offer professional development training to further their knowledge and skills, and ensure they are up-to-date with industry standards and regulations.

Get all your questions answered here!

If you need more help in answering your questions, feel free to contact us!

Contact us to know more

While we do not provide job placement services after the training course, we are confident that our programme equips you with the necessary tools and knowledge to enhance your career prospects and promote career growth. Our training course are designed to empower you with valuable skills and expertise to excel in your chosen field.

Yes, here are the following options we can offer to assist you:

  • Corporate Discount – We can extend our corporate discount to participants staying at the same hotel, if we have any. Please enquire about the availability of this discount when you register for the training course.
  • Nearby Hotel Suggestions – If you prefer other accommodations, we can provide a list of nearby hotels to suit your needs and budget.

Feel free to go through hotel booking platforms on the internet to find the most cost-effective for you.

Yes, we provide assistance by issuing a Letter of Invitation stating that you are confirmed to attend our training.

We offer multiple international training venues, which can be accessed via the following link: https://energytraining.ae/training-locations
 
Our training courses are conducted at partnered hotels located within the specified training areas. Please note that venue assignments may vary based on availability. For the most current information, do not hesitate to contact us at [email protected].

We value transparency and are happy to provide our instructor’s profiles upon request. If you would like to learn more about our instructor’s’ qualifications, expertise, and experiences, please email us at [email protected].

Yes, we do. We provide tailored training courses designed to meet the specific requirement of larger group of individuals. These customized training courses can be conducted both classroom and online formats, allowing you the flexibility to choose you preferred dates and duration.

Please contact us at [email protected] to discuss your group’s training needs, and we’ll work with you to create a personalized training course that aligns with your objectives.

We offer two main training formats to cater to different preferences and needs: 

  • Classroom Training Delivery – Our traditional classroom-based training courses provide a face-to-face learning experience with subject matter experts. You’ll benefit form in-person interactions, hands-on exercises, and a structured classroom environment.
  • Online Training Delivery – We also offer convenient live/online training courses that you can access from anywhere with a stable internet connection. These courses provided flexibility and allow you to learn anywhere, making them suitable for busy schedules or remote learning.
Upon successful completion of the training course, you will receive The Energy Training Centre Certificate of Completion with corresponding learning hours.

Certainly, we do provide corporate rates tailored for organizations seeking to enrol multiple employees in our training programs. To facilitate this, we encourage you to make a formal request via email addressed to [email protected]. We’ll be delighted to discuss and offer a suitable arrangement for your corporate needs.

Yes, special discounts are available upon request if you have more than one registrant for a course. For further information please email us at [email protected]

Classroom
  • Tuition fee for a 5-day training course
  • Provision of a world-class subject matter expert to deliver this training
  • Meeting at a hotel venue corresponding to your chosen session
  • Welcome food and drinks, AM / PM snack, and Lunch
  • Digital course materials (e-Tablet)
  • Course completion certificates
  • Designing and administration of Pre-& Post Course Assessments
  • Preparation of participant’s Performance and Appraisal Report, if required
  • Issuance of Letter of Invitation for delegates needed visa processing, if required
Online
  • Tuition fee for a 5-day online training course
  • Provision of a world-class subject matter expert to deliver this training through live/virtual delivery
  • An electronic copy of the training manual and relevant hand-outs
  • Issuance of The Energy Training Centre e-Certificate of Completion
  • Administration of Pre-& Post Workshop Assessments
  • Link access of online platform acceptable to both parties

We offer two convenient payment options:

  • Bank Transfer – You can make payment via bank transfer. Once your registration is confirmed, you will receive an invoice with the banking details for the transfer. We would require you to supply a swift copy for us to confirm receipt of funds.
  • Payment Link – Alternatively, we provide a secure payment link that you can use to complete your payment after your registration has been confirmed.

Yes, we do allow registration transfers in the event that you are unable to attend the training course. To initiate a transfer, please send us an official email requesting the change. We’ll guide you through the transfer process and ensure a smooth transition of your registration to another eligible participant.

Upon receiving your registration details, either via email at [email protected] or through our online registration form, we will send you the following by email within 24-48 hours of registration.

  • Joining Instructions
  • Invoice/receipt (where appropriate)

 

There are two convenient options to register for a training course:

  • Online Registration Form – Register for your desired training course by completing the online registration form available on our website. Simple click on the registration button or select your preferred dates and provide the requested information.
  • Email Registration – You can email us your intention to register at [email protected]. Our team will guide you through the registration process and provide assistance you may need.

Our training course sessions are scheduled and posted on our website for your convenience. However, we understand that there may be specific requirement for your group. If you have a preferred venue and specific training dates in mind, please feel free to propose them to us by clicking on the button “Propose you preferred location & date” of your preferred training course.

Our course timings slightly vary between the cities we offer our training courses. Please let us know of your preferred course and session (dates/venue) through email at [email protected]. Alternatively, you may call/WhatsApp us at +971 50 746 0956.

We understand that time zones may be different between our Senior Consultants and our delegates. Our standard online course timings (11:00 AM to 4:00 PM, GMT+4 – Dubai, UAE) may be adjusted upon confirming the programme. Our team shall communicate between the confirmed registered delegates and suggest a suitable course timing for all.

Our standard course duration for our classroom programmes is 6 hours per day while our online session is 5 hours per day.

Our training programmes are designed to be concise yet comprehensive, focusing on professional development. The duration varies based on the specific course content and objectives – we normally offer programmes between 5 – 10 days. However, our emphasis lies in delivering interactive and engaging sessions that prioritize depth of learning within a condensed timeframe. This approach ensures participants acquire substantial knowledge and skills efficiently.

We have been assessed by TUV Rheinland Middle East FZE and comply with Quality Management System standards – ISO 9001:2015 and ISO 29993:2017, ensuring a commitment to quality and excellence in our operations and services.

Our training courses span across diverse industries, encompassing sectors such as but not limited to:

  • Power & Utilities
  • Oil & Gas
  • Financial Institutions
  • Government and Regulatory bodies
  • Manufacturing & Production Industry

Our commitment lies in continuously refining and expanding our training course offerings to align with evolving industry landscapes. We encourage individuals to explore our website or engage with our dedicated support team for the latest information on available courses, ensuring access to the most pertinent and current educational resources.

Yes, The Energy Training Centre is certified and recognized by several prominent industry standards. Specifically, it holds certifications from ILM, Continuing Professional Development (CPD), and the Project Management Institute (PMI).

  • ILM (ID# 002398B) – This certification indicates that our training programmes meet high standards for leadership and management development, ensuring that they are designed to enhance participants’ skills in these critical areas.

  • Continuing Professional Development (CPD) – Our recognition by CPD reflects our commitment to providing educational opportunities that support ongoing professional growth and skill enhancement. This accreditation ensures that our training courses are relevant and effective for professionals seeking to advance their careers.

  • Project Management Institute (PMI) – Being recognized by PMI signifies that our training programmes align with industry best practices in project management. This certification assures participants that our offerings are in line with the standards required for effective project management and are valuable for those pursuing or maintaining PMI credentials.

These certifications underscore our dedication to providing high-quality, industry-relevant training that fosters professional growth and meets established standards. Additionally, we are actively pursuing further certifications and affiliations to enhance our offerings and ensure we remain at the forefront of industry best practices.

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