Investment Portfolio Management Training Course
Course Overview
| Course Title | Investment Portfolio Management Training Course |
| Organization | Tech For Development (T4D) |
| Venue | Tech For Development (T4D) Training Center along Tala Road, Runda, Nairobi |
| Duration | 5 days |
| Target Industries |
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| Target Job Roles |
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| Course Fees (Face-to-Face) | USD 1,100/KES 75,000 (Exclusive of VAT) |
| Course Fees (Virtual) | USD 1,000/KES 70,000 (Exclusive of VAT) |
| Training Modes | Virtual and face-to-face training |
| Payment | Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course |
| Accreditation | Tech For Development Certificate of Course Completion |
Course Overview:
This 5-day course offfered at T4D provides a thorough foundation in investment portfolio management, covering essential principles, techniques, and strategies for constructing and managing investment portfolios. Participants will explore asset allocation, risk management, performance measurement, and portfolio optimization, focusing on real-world applications and market dynamics. The course includes practical exercises in portfolio construction, rebalancing, and performance analysis, equipping participants with the skills to make informed investment decisions aligned with financial goals and risk tolerance.
Course Duration:
5 Days
Target Audience:
- Investment analysts and portfolio managers
- Financial advisors and wealth management professionals
- Risk management officers
- Finance and investment professionals seeking to improve portfolio management skills
- Anyone interested in deepening their understanding of investment management
Personal Impact:
- Gain proficiency in asset allocation and risk management techniques.
- Learn to construct and manage investment portfolios effectively.
- Enhance decision-making skills for optimizing portfolio returns.
Organizational Impact:
- Improve the organization’s investment decision-making and portfolio performance.
- Strengthen asset allocation and risk management strategies.
- Align portfolio management practices with organizational objectives and risk policies.
Course Objectives:
By the end of this course, participants will be able to:
- Understand the fundamentals of investment portfolio management and key concepts in asset allocation.
- Apply risk and return analysis to optimize portfolios.
- Use quantitative and qualitative tools for portfolio construction and evaluation.
- Develop effective rebalancing and performance measurement techniques.
- Make strategic investment decisions aligned with financial objectives and market trends.
Course Modules
Course Outline:
Module 1: Introduction to Investment Portfolio Management
- Overview of investment portfolio management principles
- Types of portfolios and portfolio management approaches (active vs. passive)
- Setting investment goals, risk tolerance, and financial objectives
- Practical Exercise: Defining investment objectives and risk profiles
Module 2: Asset Allocation and Diversification
- Strategic and tactical asset allocation
- Diversification techniques across asset classes and sectors
- Evaluating asset classes: equities, bonds, real estate, and alternative investments
- Case Study: Building a diversified portfolio based on risk-return trade-offs
Module 3: Risk and Return Analysis
- Analyzing portfolio risk and expected return
- Standard deviation, beta, Value-at-Risk (VaR), and other risk measures
- Portfolio optimization techniques, including the Markowitz model
- Practical Exercise: Calculating and interpreting risk and return metrics
Module 4: Portfolio Construction and Rebalancing
- Constructing an investment portfolio using asset allocation principles
- Rebalancing strategies and considerations
- Managing cash flows and adjusting for changing market conditions
- Real-life Project: Portfolio construction and rebalancing exercise
Module 5: Performance Measurement and Evaluation
- Techniques for measuring and evaluating portfolio performance
- Comparing against benchmarks and indices
- Understanding alpha, Sharpe ratio, and other performance metrics
- Case Study: Evaluating the performance of a sample portfolio over time
Course Administration
Methodology
Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation & Airport Transfer
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.
Payment
Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].
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