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Finance, Accounting , Budgeting Training Courses

Investment Management

Duration
2025-11-17 5 Days 2025-11-21
Attendance

Hotel Meeting Room

Hotel Meeting Room
Course code
FA-178
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City / venue
Milan

Classroom

Fees / hours
4750 $ | 25 Hours

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Course details

Overview
Content
Training Methodology

Overview ?

Introduction

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

Objectives
The seminar provides delegates with the tools required to find better answers to questions such as:
  • What are the major market indices and how are they linked?
  • What is meant by a dual listing?
  • How is a forward rate determined?
  • Can I profit from interest differentials?
  • What is the role of correlation in reducing risk?
  • How do I judge whether my performance in the market is good or bad?
  • What are futures and options?
  • How can futures and options be used to protect the value of my portfolio?
  • What is meant by spread trading?
  • What are the role of bonds in a portfolio.
  • The difference between fundamental and technical analysis.
Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

SEMINAR OUTLINE 

An Introduction to the Financial Markets

An Introduction to the Equity Markets:
  • IPO’s
  • Market Indices
  • International Equity Market Links
  • Dual Listings
  • GDR’s and ADR’s
An Introduction to Bond Markets
  • Long Term versus Short Term
  • Treasury versus Corporate
  • Types of Bond
An Introduction to the FX Market
  • The spot and forward market
  • Exchange Rate trends and linkages
  • Carry Trades
An Introduction to Portfolio Theory
  • The link between risk and return.
  • The role of correlation
  • The Markowitz model of Portfolio Risk
  • The benefits of diversification
  • The Capital Asset Pricing Model
  • Benchmarking

Derivatives Use in Investment Management

An Introduction to the Derivatives Market

  • Futures
  • Options
The Cost of Carry Model
  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Using Futures to provide portfolio insurance

Using futures to change a portfolios “beta”

Spread trading:
  • Intra-commodity spreads
  • Intra-commodity spreads

Option trading strategies.

Bond Portfolio Management
  • Bond pricing
  • Bond Duration
  • Term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits/CD’s/Commercial Paper/Treasury Bills
Fundamental and Technical Analysis
  • Technical versus fundamental analysis
  • Yields and ratios
  • Valuation
  • Chartism
  • Technical Trading Rules

Day 1

Asset Cost Management Introduction

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 2

Laying the Groundwork

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 3

Applying the Value based Process

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 4

Ensuring the Continuity of the Value-based Process

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Day 5

Supporting Process that Lower Life-cycle costs

Definitions of reliability, maintenance & asset management
The total cost of maintenance
Best practice reliability and maintenance processes
Elements of asset management best practice
Auditing performance
Overview of TPM, RCM, BCM, QCM, and other asset management buzzword
Open discussion sessions

Training Methodology

Pathways Training and consulting adopts the newest techniques of human resources Training and consulting and, with the following:

  • Theoretical lectures are delivered via PowerPoint and visual displays (videos and short films)
  • Making scientific evaluation to the trainee (before and after)
  • Brainstorming and role-playing
  • Using case studies related to the scientific material being delivered and the trainees' work.
  • The participants get the scientific and practical material printed and on CDs and Flash memories.
  • Preparing records and reports of the participants' attendance and results, with a general evaluation of the training program.
  • A group of the best trainers and experts in all fields and specialties professionally prepares the scientific material.
  • After finishing the course, the participants get certificates of attendance signed, certified, and issued by pathways Training and consulting.
  • Our training programs start at 9:00 o'clock in the morning and end at 2:00 in the afternoon, with snack buffet during the lectures.
  • Providing a lunch buffet during the training program period, with organizing a lunch party on the training program final day for taking some photos and certificate awarding.
Different venues & timings for this course

Course name

Duration

City

Price

Investment Management

17, Feb 2025 21, Feb 2025

Prague

4750$

Investment Management

24, Feb 2025 28, Feb 2025

Rome

4750$

Investment Management

03, Mar 2025 07, Mar 2025

Jakarta

3500$

Investment Management

09, Mar 2025 13, Mar 2025

DUBAI

2950$

Investment Management

17, Mar 2025 21, Mar 2025

Marbella

4750$

Investment Management

24, Mar 2025 28, Mar 2025

Paris

4750$

Investment Management

31, Mar 2025 04, Apr 2025

Madrid

4750$

Investment Management

06, Apr 2025 10, Apr 2025

DUBAI

2950$

Investment Management

14, Apr 2025 18, Apr 2025

Kuala Lumpur

3250$

Investment Management

20, Apr 2025 24, Apr 2025

Amman

2750$

Investment Management

27, Apr 2025 01, May 2025

Marrakesh

2950$

Investment Management

04, May 2025 08, May 2025

Sharm ElShaikh

2750$

Investment Management

11, May 2025 15, May 2025

Doha

3500$

Investment Management

18, May 2025 22, May 2025

Casablanca

2950$

Investment Management

25, May 2025 29, May 2025

Riyadh

2750$

Investment Management

02, Jun 2025 06, Jun 2025

Istanbul

2950$

Investment Management

08, Jun 2025 12, Jun 2025

Jeddah

2750$

Investment Management

15, Jun 2025 19, Jun 2025

Manama

2750$

Investment Management

22, Jun 2025 26, Jun 2025

Beirut

2750$

Investment Management

30, Jun 2025 04, Jul 2025

Singapore

4950$

Investment Management

06, Jul 2025 10, Jul 2025

Kuwait

2750$

Investment Management

13, Jul 2025 17, Jul 2025

DUBAI

2950$

Investment Management

21, Jul 2025 25, Jul 2025

Kuala Lumpur

3250$

Investment Management

27, Jul 2025 31, Jul 2025

Amman

2750$

Investment Management

03, Aug 2025 07, Aug 2025

Marrakesh

2950$

Investment Management

10, Aug 2025 14, Aug 2025

Sharm ElShaikh

2750$

Investment Management

11, Aug 2025 15, Aug 2025

Milan

4750$

Investment Management

17, Aug 2025 21, Aug 2025

Doha

3500$

Investment Management

24, Aug 2025 28, Aug 2025

Casablanca

2950$

Investment Management

31, Aug 2025 04, Sep 2025

Riyadh

2750$

Investment Management

08, Sep 2025 12, Sep 2025

Istanbul

2950$

Investment Management

14, Sep 2025 18, Sep 2025

Jeddah

2750$

Investment Management

21, Sep 2025 25, Sep 2025

Manama

2750$

Investment Management

28, Sep 2025 02, Oct 2025

Beirut

2750$

Investment Management

06, Oct 2025 10, Oct 2025

Singapore

4950$

Investment Management

12, Oct 2025 16, Oct 2025

Kuwait

2750$

Investment Management

20, Oct 2025 24, Oct 2025

Berlin

4750$

Investment Management

27, Oct 2025 31, Oct 2025

Brussels

4750$

Investment Management

03, Nov 2025 07, Nov 2025

Zurich

4750$

Investment Management

10, Nov 2025 14, Nov 2025

Trabzon

3500$

Investment Management

17, Nov 2025 21, Nov 2025

Beijing

4950$

Investment Management

17, Nov 2025 21, Nov 2025

Milan

4750$

Investment Management

23, Nov 2025 27, Nov 2025

Khobar

2750$

Investment Management

24, Nov 2025 28, Nov 2025

Amsterdam

4750$

Investment Management

01, Dec 2025 05, Dec 2025

Bangkok

4950$

Investment Management

07, Dec 2025 11, Dec 2025

Muscat

2750$

Investment Management

15, Dec 2025 19, Dec 2025

Toronto

5500$

Investment Management

22, Dec 2025 26, Dec 2025

Barcelona

4750$

Investment Management

29, Dec 2025 02, Jan 2026

Toronto

5500$

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