Many senior and middle managers who joined the finance industry over 10 years 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 update their skills set and improves their technical skills. At the same time new entrants to the financial industry may find the array of products and opportunities overwhelming and may welcome the opportunity to be provided with an extensive introduction to financial markets and available techniques for portfolio management.
In addition, it is imperative that regulators of the financial industry understand the products available for inclusion in a portfolio and recognise the risks inherent in trading these products.
The Energy Training Centre training course aims to provide delegates exposure to an array of different asset classes together with appropriate techniques for performance management and risk assessment.
The philosophy of the Portfolio Management and Investment Analysis 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 ubiquitous in the financial world and for a number of topics appropriate use will be made of spreadsheets. It is therefore beneficial that each delegate bring 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 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
- 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
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: Economics
- Key macroeconomic indicators
- Macroeconomic policy tools
- Exchange rate policy
- Leading indicators and sentiment indicators
Day Three: Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet , Income Statement, Cash Flow Statement
- Ratio Analysis:
- Industry metrics
- Apple v Microsoft
- Next v Tesco
Day Four: Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend decision
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
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/CD’s/Commercial Paper/Treasury Bills
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
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.
The Energy Training Centre Certificate of Completion with corresponding learning hours who has successfully completed the training course.
Yes, we provide assistance by issuing a Letter of Invitation stating that you are confirmed to attend our training.
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 info@energytraining.ae.
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 inhouse@energytraining.ae 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 have multiple international training venues. You may find this through our website link: https://energytraining.ae/training-locations
Our training courses are held at our partnered hotels within the city included within our training
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.
No, we do not provide job placement services after the training course. However, we are confident that our training course equips you with the necessary tools and knowledge to enhance you 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.
- 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
- 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
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 info@energytraining.ae. 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 info@energytraining.ae
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.
Upon receipt of your registration details sent via email at reg@energytraining.ae, we will send you the following by e-mail within 24-48 hours of registration.
- Joining Instructions
- Invoice/receipt (where appropriate)
If you register online, you will receive an e-mail on the same day confirming your registration.
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 info@energytraining.ae. Our team will guide you through the registration process and provide assistance you may need.
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.
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 info@energytraining.ae. 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 suggested 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, Energy Training Centre is an ILM Recognised Provider (ID# 002398B), authorized to register learners and offer training courses recognized by ILM. Participants seeking ILM Recognised Certification would need to complete an assessment post the ILM Recognised courses. ILM is a renowned provider of leadership and management qualifications, part of the City and Guilds Group. Additionally, our company is a CPD Certified Training Company, ensuring our commitment to continuous professional development standards.
