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Course Schedule
Classroom Sessions:
DateVenueFees
26 - 30 May 2025 Amsterdam - The Netherlands $5,950
17 - 21 Nov 2025 London - UK $5,950
Online Sessions:

26 - 30 May 2025 Online $3,950
Course Description

INTRODUCTION

With significant growth of financial market around the world and the ability to invest across different asset classes including stocks, liquid funds, gold and other mutual funds, it is important to have the skill set required to analyse investments. A through investment analysis allows individuals or organisations to select profitable investment and reduce the risk.

This Portfolio Investment Analysis training offers opportunities for participants to enhance their knowledge of technical skills required in constructing a suitable portfolio with minimum variance. Participants will gain knowledge of capital market functionality and the correlation between different asset classes in the market.  In addition, the participants will learn how to evaluate the portfolio not just with hard data but also with the wisdom of an experienced investor.  

This GLOMACS Portfolio Investment Analysis training will highlight:

  • How to use statistical tools in data presentation.
  • Optimal debt to equity ratio.
  • Dividend decision policy.
  • Investment analysis.
  • Impact of economic indicators

Objectives

The Portfolio Investment Analysis training course aims to provide delegates with the knowledge of :

  • Different asset classes available in the financial market.
  • How to assess the risk and performance of the portfolio.
  • Knowledge of how economic indicators associated with the portfolios.
  • Analysis financial analysis of the investee companies.
  • Going public process.

Training Methodology

The philosophy of the training course is that finance is a “doing subject” and a “real life subject”. Each topic is supported by real world examples and the delegates will have the opportunity to apply the topics covered through class exercises. The use of Excel is critical in this training and a number of topics involves the use of spreadsheets.

Organisational Impact

By sending delegates on the Portfolio Investment Analysis training, 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 investment and risk assessment.
  • Transforming their Excel skills so that the leave with advanced knowledge of Excel for investment analysis.
  • Ability to identify the correlated risks among different asset classes.
  • Common pitfalls to avoid when constructing a portfolio.

Personal Impact

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

  • Have a wider knowledge set of financial products
  • Have a greater awareness of selecting different asset class for constructing a portfolio.
  • Ability to analyse firmsfinancials using Excel.
  • Measuring the “risk” and the ability to manage the risk.
  • Understanding of economic indicators and their impact on performance.

WHO SHOULD ATTEND?

  • 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.
Course Outline

Day 1

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 2

Corporate Finance

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

Day 3

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 4

Economics

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

Day 5

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
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
  • Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Providers and Associations

Endorsed Education Provider

  • Quality Logo

GLOMACS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org

In Association With

PetroKnowledge

PetroKnowledge

Our collaboration with Petroknowledge aims to provide the best training services and benefits for our valued clients

Visit website

Oxford Management Centre

Oxford Management Centre

A GLOMACS - Oxford Management Centre collaboration aimed at providing the best training services and benefits to our valued clients.

Visit website

The Energy Training Centre

The Energy Training Centre

Our collaboration with Energy Training Centre aims to provide the best training services and benefits for our valued clients

Visit website

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