Management >> Costing Finance and Accounting
Investment Fundamentals and Portfolio Management
MF226
Location
Duration
Date
Fee inclusive of VAT
Course Overview
This 3-day training course is designed for professionals involved in evaluating investment opportunities, supporting capital allocation decisions, or assessing financial viability in a corporate context. The program bridges foundational investment knowledge with practical portfolio management strategies. By enhancing financial evaluation skills and aligning them with decision-making frameworks, participants will gain the competence to interpret financial data, assess risk-return profiles, and contribute to value-driven investment and procurement decisions across industries.
Course Objective
By the end of this program, participants will be able to:
- Understand the core principles of investment analysis and financial markets.
- Evaluate financial stability using fundamental investment metrics.
- Analyze and compare various financial instruments.
- Apply portfolio management techniques to internal investment decisions.
- Support cross-functional teams in project feasibility and risk assessments.
Who Should Attend?
- Procurement officers involved in supplier evaluation
- Financial analysts and investment support staff
- Project evaluators and decision-making advisors
- Professionals engaged in capital projects and feasibility assessments
Course Outline
Day 1: Fundamentals of Investment
1. Introduction to Investment Concepts
- What is investment and why it matters
- Types of investments: equity, debt, alternatives
- Time value of money and compounding principles
2. Understanding Financial Markets
- Capital markets vs. money markets
- Role of investors, institutions, and regulators
- Economic indicators and market trends
3. Basic Financial Instruments
- Bonds, stocks, and mutual funds explained
- Key terms: yield, coupon, duration, NAV
- Risks and returns of different instruments
Day 2: Evaluating Investment Opportunities
4. Financial Statement Analysis for Investment
- Key financial ratios and what they reveal
- Liquidity, profitability, solvency indicators
- Red flags in financial health
5. Investment Appraisal Techniques
- NPV, IRR, payback period, and profitability index
- Cost-benefit analysis for project decisions
- Sensitivity and scenario analysis
6. Risk and Return Assessment
- Types of investment risk
- Risk-return tradeoff in business contexts
- Diversification and correlation
Day 3: Portfolio and Strategic Investment Management
7. Principles of Portfolio Management
- Asset allocation strategies
- Portfolio balancing and rebalancing
- Aligning investments with organizational strategy
8. Investment Case Studies
- Case study: Evaluating supplier financial stability
- Case study: Internal project investment decisions
- Lessons learned and best practices
9. Integrating Investment Insight into Business Strategy
- Investment mindset in strategic decisions
- Collaboration across finance, procurement, and project teams
- Stakeholder engagement and alignment
Training Methodology
The course combines various teaching methods, including instructor-led presentations, group discussions, case study analyses, and assessments through quizzes and a final exam to engage participants and ensure they understand and retain the material.
Terms & Conditions
ACTrain reserves the right to alter the Course Schedule without Prior Notification, Fees Quoted are Subject to Terms & Conditions Outlined in ACTrain's Registration Policy
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