The British Academy offers a course on the Fundamentals of Investment Management, designed to provide attendees with a deep understanding of the principles and practices of investment management. The course primarily mentions the fundamentals of global financial markets and then dives into the different instruments of finance, available and their functions. Attendees will be introduced to investment analysis techniques, both fundamental and technical valuation, asset valuation strategies, including stock and bond valuations.

Great emphasis is placed on portfolio management, from diversification to asset allocation and rebalancing, and beyond. It also exposes one to the realities of risk assessment, including tools available for identifying and mitigating investment risks. Knowledge will also be passed on the influence of market trends and economic indicators in investment decisions, active and passive strategies, among others. To maintain ethical and professional commitment, the course includes regulation as well as best practices within the ambit of investment management.

This programme is suited for finance professionals considering investment as a new venture or for anyone else who aspires to become an enhanced expert in the making of investment decisions and portfolio management.

Objective:

The objectives of this course are:

1. Understanding Financial Markets: It will offer complete knowledge regarding global financial systems, structures of markets and financial instruments to the attendees.

2. Mastering Investment Analysis: Analytical understanding of investment fundamental analysis alongside technical analysis in evaluating assets such as shares, bonds and others will be cultivated.

3. Portfolio Management Skills: It teaches how to construct and manage diversified portfolios having optimised risk return balance portfolios.

4. Risk Identification and Mitigation: Enabling the attendees to use risk management mechanisms in identification, analysis, and management of investment risks.

5. Understanding the Market Trends: Insights concerning the market cycles with economic indicators will be well understood to take advantage of such in investment decision-making.

6. Application of Investment Strategies: Provide real active and passive investment strategies according to varying financial objectives.

7. Promoting Ethical Conduct in the Profession: Promotes understanding of the ethical principles and the regulatory standards that pertain to investment management.

8. Improving the Decision-Making Skills: Attendees prepare to make the whole experience of investment decision-making sound and defined even in a dynamic market environment.

Who Should Attend?

This course is suitable for:

1. Finance professionals desiring to enhance their knowledge in investment management.

2. Aspiring investor or a budding entrepreneur interested in knowing the financial markets.

3. Corporate decision-makers with a focus on financial planning and resource allocation.

4. People switching careers to portfolio and wealth management.

5. Recent graduates wishing to pursue careers in investment or finance.

How will attendees benefit?

After completing the course attendees have following benefits:

1. Analyses and effectively manages multi-diversified portfolios. 

2. Practical skills to measure risk and possible maximum returns. 

3. Be aware of global market trends and their influence on investments.

4. Learn through case studies, stages of the investment management process and real-world examples for improved decision-making judgment. Build the confidence for undertaking more advanced roles in finance and investment management. 

5. Network with professionals and industry experts.

1. ntroduction to Financial Markets

• Overview of global financial systems.

• Types of financial instruments and their roles.

• Stages of investment management process

2. Investment Analysis

• Fundamental and technical analysis techniques.

• Valuation methods for stocks, bonds, and other assets.

3. Portfolio Management

• Building diversified portfolios.

• Asset allocation and rebalancing strategies.

4. Risk Assessment and Management

• Identifying and mitigating investment risks.

• Using financial models to evaluate risk levels.

5. Market Trends and Economic Indicators

• Understanding macroeconomic factors affecting investments.

• Analyzing market cycles and their impact on portfolios.

6. Investment Strategies

• Active vs passive investment approaches.

• Long-term and short-term investment techniques.

7. Ethics and Regulatory Framework

• Legal considerations in investment management.

• Ethical practices and professional standards.