Program Brief

Global capital markets are rapidly evolving, which necessitates the development of skills to identify financial and security risks as well as discovering the investment opportunities for business This program aims to introduce the principles of investment and financing and the distinction between personal and corporate investments in terms of the investment environment and how to make an investment or financing decision, as well as the impact of modern financial technologies on investment and financing operations

Program Goals

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

  • Understand the investment and financing environment to improve the management of investment and financing activities
  • Learn how to analyze investment risks to reduce exposure to losses and achieve the desired investment and financing goals
  • Understanding modern financial technologies (FinTechs) to keep pace with them and maximize benefits
Program Agenda
Module 1: Basic concepts
  • 1 Definition of investment and financing

    • 2 Comparison between investment and financing in companies

      • 3 The investment environment

        • 4 The relationship between investment and financing

          • 5 Definition of economic cycles

            • Stagnation

              • Depression

                • Expansion and recovery

                • 6 Definitions of Economic Problems

                  • 7 National Income Accounts

                    • 8 Definition of bonds and stocks

                      • 9 Mutual funds

                        Module 2: Investment environment analysis and evaluation
                        • 1 Module 2: Investment environment analysis and evaluation

                          • Economic policies

                            • Fiscal policies

                              • Monetary policies

                              • 2 The impact of economic policies on investment and financing activities

                                • 3 Economic cycle and its impact of the investment decision

                                  • 4 Formal and informal economies impact on the investment environment

                                    • 5 Money and capital markets

                                      Module 3: Investment management
                                      • 1 Investment decision

                                        • The difference between a personal investment decision and a corporate investment decision

                                          • How to manage personal investments

                                            • Setting financial goals

                                              • Principles of investment decision-making for organization

                                                • Investment versus financing balance

                                                  • investment decision related to economic cycles and fiscal and monetary policies

                                                  • 2 Investment evaluating and how to compare between different investments

                                                    • 3 Risks Associated with Investment

                                                      • Risk analysis and calculation

                                                        • Dealing with risks

                                                        • 4 Investment return and profits calculation

                                                          • 5 Organization financial statement

                                                            • 6 Investing in shares and mutual funds

                                                              Module 4: Principle of enterprise financing
                                                              • 1 Financing needs and types

                                                                • 2 Funding structure

                                                                  • 3 Financing gap analysis

                                                                    • 4 Investment and financing planning models

                                                                      Module 4: The impact of Financial Technology
                                                                      • 1 Credit technology (CreditTech)

                                                                        • Crowd funding

                                                                        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
                                                                        • Brainstroming
                                                                        • Dialogue Teams
                                                                        Evaluation Method
                                                                        • Pre Exam
                                                                        • Post Exam
                                                                        Training Type
                                                                        • In Class Training
                                                                        • Online Training
                                                                        Partners

                                                                        Not Available

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