Program Brief

To build wealth through the financial market, it is necessary to build a diverse and relatively large portfolio of stocks that represent different companies and sectors, which requires a great and specialized skill to select the successful mixture in the financial market, in addition to a great effort to select and analyze the data of these stocks individually. Mutual funds are one of the most popular investment vehicles for getting returns. This program is designed for those interested in investing in funds to learn about the advantages of investment funds of all kinds, how to invest in them and measure their performance compared to the regular and irregular risks.

Program Goals

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

  • A clear understanding of the advantages of investment funds to determine the type of fund suitable for the investor's goals.
  • Knowing the controls for subscribing to investment funds to understand the subscription and redemption mechanism and to choose from them.
  • Identifying the types of funds, their characteristics, their operation and administrative features to evaluate the performance of the funds.
  • Recognize the systematic risks and the unsystematic risks to understand their relationship to the performance and revenues of the funds.
  • 5. Using the fund performance indicators to compare the funds to determine the investment according to the level of risk and the required return.
Program Agenda
Module 1: Investment Funds
  • 1 Knowing the general characteristics of investment funds

    • 2 Know the advantages of investing in funds

      • 3 Knowing the various fees and other costs imposed on investment funds

        • 4 Understand the differences between open and closed funds

          • 5 Systematic and unsystematic risks

            Module 2: Investment on Funds
            • 1 Knowing the controls for subscription and redemption in investment funds

              • 2 :Fund investment

                • Investing to preserve capital

                  • Investing to generate income

                    • Investing for income and growth

                      • Investing for high growth

                      • 3 Indicators for evaluating the performance of funds

                        • 4 Comparison of funds

                          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
                          Partners

                          Not Available

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