Program Brief

One of the most important pillars and basics of success in the financial and stock markets is to know how to manage investment capital with full professionalism and sufficient experience to achieve profits from trading operations, and to increase the chances of success in investment management, especially when adopting many strategies, each of which corresponds to a different economic circumstance. This training program is designed to assist participants in defining many investment strategies in line with the client's personality, circumstances and investment objectives. The program also reviews how to distribute investment assets, follow up their evaluation, and analyze the return on investment.

Program Goals

At the end of the training program, the participant should be able to:

  • Determine the asset allocation strategy to achieve the desired investment objectives.
  • Implement the approved investment plan to achieve the objectives successfully.
  • Maintaining the approved asset allocation strategies for a complete economic cycle.
  • Gaining flexibility to deal with good investment opportunities.
  • Maintaining the approved asset allocation strategies to rebalance them, or to redistribute them completely from time to time.
  • Follow up the performance of the investment portfolio to analyze the investment returns accurately.
Program Agenda
Module 1: Investment Strategies
  • 1 Building an investment strategy

    • 2 Investment analysis

      • 3 Share ratios

        • Price ratios

          • Profitability ratios

            • Growth ratios

              • Credit related ratios

                • Retention and distribution

                  • ratios

                  Module 2: Make Investment Decisions
                  • 1 Fundamentals of investment portfolio management

                    • 2 Entrances to investing in securities

                      • 3 Portfolio management methods and methods for making buying and selling decisions

                        Day 2
                        • 1 Module 3: Types of Investors

                          • Participants in the financial markets and their roles

                            • Types of investors:

                              • Asset management field

                              • Active vs. Inactive

                              • Traditional vs Alternative

                              • Industry trends

                          • 2 Module 4: Investment Environment

                            • Financial market jobs

                              • Financial Markets and Macroeconomics

                              • 3 Module 5: Risk and Return

                                • The basic reality of investing

                                  • Why select a business valuation?

                                    • The role of public markets in business valuation

                                      • The difference between value and price

                                        • Common assessment methodologies

                                          • Why discounted cash flow is the best approach?

                                          • 4 Module 6: Investment Forms and their Applications

                                            • Common stock

                                              • Private real estate

                                                • Private equity

                                                Program Requirements

                                                Not Available

                                                Program Path

                                                Names of the training programs that are integrated (enriched) with the training program:

                                                • Not Available

                                                Names of the training programs that after the training program:

                                                • Not Available
                                                Program Method
                                                • Lecture
                                                • Case Studies
                                                • Dialogue Teams
                                                • Exercises and assignments
                                                Evaluation Method
                                                • Pre Exam
                                                • Post Exam
                                                Training Type
                                                • In Class Training
                                                • Online Training

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