Investment Portfolio Management

WELCOME TO Investment Portfolio Management !

Course Details and Topics

This training course aims to equip participants with the knowledge and skills necessary to manage investment opportunities and various investment products, services, and portfolios.

This program is designed for you if you are one of the following:

Working in the financial markets.

Employees of financial institutions that are publicly traded companies listed on the stock exchange.

Financial brokerage firms and investment fund companies operating in the financial markets.

Portfolio managers and specialists, by explaining the concept of portfolios, their main components, and the principles of their formation.

The training topics to be covered:

The concept of investment

The relationship between investment and saving

The time value of money

The Impact of Monetary Policy on Investment
Types and Areas of Investment
Direct and Indirect Investment
Investment and Speculation
Foreign Investments
Areas and Forms of Investment
Financial Markets
Money Markets and Financial Markets
Primary and Secondary Markets
The Economic Role of the Stock Exchange
Planning Investment Portfolio
Portfolio Concept
Types of Portfolios
Objectives of Advisory Portfolios
Building an Investment Strategy
Investment Analysis
Earnings Per Share (EPS) Ratios
Price Ratios
Profitability Ratios
Growth Ratios
Credit Ratios
Holding and Allocation Ratios
Investment Decision-Making in Portfolio Management
Principles of Portfolio Management
Approaches to Securities Investment
Portfolio Management Methods and Approaches to Buying and Selling Decisions
Characteristics of a Portfolio Manager
Principles and Criteria for Selecting Stocks and Trading in the Market
Mutual Funds
Definition of Mutual Funds
Types of Mutual Funds
Evaluating Mutual Funds
Methods and Techniques for Measuring Investment Returns and Risks
Return on Investment
Return on Equity
Return on Investment in Stocks
Calculating Returns Using the Present Value Method

Important Information About This Training Course

Duration of Study: 15 training hours (divided into 5 lectures).

More than 210 trainees have registered with us in previous cohorts of this training course so far.

Available Study Methods for This Training Course

Distance Learning (Online): The course is conducted through interactive online lectures using a virtual classroom system. Lectures are recorded and available for free viewing by registered participants for 12 months after the program’s completion.

Training at the Academy’s Headquarters: Lectures must be attended at the Academy’s headquarters in Cairo.

Training in Hotel Halls (additional hall booking fees apply, depending on the program’s start date).

Details Regarding the Certificate Issued by the Academy

Course Name on Certificate

Investment Portfolio Management Course

Requirements for Obtaining the Certificate Upon Completion of the Course

Attendance of 75% of the total course hours is required.

Interaction with the lecturer/trainer during lectures is required.

When Will I Receive the Certificate?

Upon completion of the training program, you can receive an electronic copy of the certificate, provided you meet the required attendance percentage.

If the training is conducted at the academy’s premises, you will receive the printed copy of the certificate after the final lecture. For distance learning, the printed copy of the certificate will be shipped immediately upon completion of the program and typically takes 5-7 business days to reach you. This timeframe may vary depending on the destination country and the shipping method used.

The program fee includes free shipping of the certificates upon completion of the course.

*This fee applies to Egyptian nationals only.