Program Brief

Investment opportunities in the financial markets allow you to choose between the shares of many companies listed in the financial markets, and they are usually exposed to different levels of risk and varying levels of returns. Given that the investment options available to the investor are many and different and may reach dozens of stocks and investment funds; This program has been designed to build and manage investment portfolios in line with the types and requirements of investors in the financial market according to the different models for managing the risks related to them to achieve the targeted returns for investors.

Program Goals

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

  • Understand the stages of building an investment portfolio to build investment portfolios according to the appropriate methodology.
  • Identifying the types of investors and their distinctive characteristics to develop an appropriate return strategy for each of them.
  • Compare the models of macroeconomic factors for the purpose of analyzing the relationship with the models of basic factors and models of statistical factors.
  • Use the value at risk (VaR) to measure portfolio risk accurately and objectively.
Program Agenda
Module 1: Planning to Build an investment Portfolio
  • 1 1. Portfolio concept

    • 2 2. Types of wallets

      • 3 3. Objectives of the advisory portfolios

        Module 2: Introduction to Portfolio Management
        • 1 1. Portfolio management overview

          • 2 2. Portfolio approach to investing

            Module 3: Portfolio Management
            • 1 1. The first step: the planning step

              • 2 2. The second step: the implementation step

                • 3 3. The third step: the feedback step

                  Module 4: Investment Types
                  • 1 1. Types of investment funds

                    • 2 2. Syndicate Investment Products

                      • 3 3. Separately managed accounts

                        • 4 4. investment traded

                          • 5 5. Chests kept

                            • 6 6. Private Equity and Venture Capital Owner

                              Module 5: Modern Portfolio Models
                              • 1 1. multiple factors

                                • 2 2. Modern love theory

                                  • 3 3. budget pricing theory

                                    • 4 4. Various types of factors

                                      • 5 5. Various factors and types of factors

                                        • 6 6. The structure of the factors of the economy

                                          • 7 7. The structure of the basic models

                                            • 8 8. Multifactor applications

                                              • 9 9. Factor models in attributing returns

                                                • 10 10. Factor models in risk attribution

                                                  • 11 11. Factor models in the creation of localities

                                                    • 12 12. Decision considerations in decisions of appeal decisions

                                                      Module 6: Measure and Manage Market Risk
                                                      • 1 1. Understanding value at risk

                                                        • 2 2. the definition

                                                          • 3 3. estimate value at risk (VaR)

                                                            • 4 4. Advantages and disadvantages

                                                              • 5 5. Measure other major risks

                                                                • 6 6. Accurate risk measurement

                                                                  • 7 7. Scenario risk assessment

                                                                    Module 7: investment Market Risks
                                                                    • 1 1. Understanding value at risk

                                                                      • 2 2. the definition

                                                                        • 3 3. estimate value at risk (VaR)

                                                                          • 4 4. Advantages and disadvantages

                                                                            • 5 5. Measure other major risks

                                                                              • 6 6. Accurate risk measurement

                                                                                • 7 7. Scenario risk assessment

                                                                                  Module 8: Measuring Returns on Investment ROI
                                                                                  • 1 1. Return on investment

                                                                                    • 2 2. Return on shareholders' equity

                                                                                      • 3 3. Return on equity investment

                                                                                        • 4 4. Calculating the return using the present value method

                                                                                          Module 9: Active Portfolio Analysis
                                                                                          • 1 1. Active management and added value

                                                                                            • 2 2. Standard

                                                                                              • 3 3. Measuring the added value

                                                                                                • 4 4. Value-added analysis

                                                                                                  • 5 5. Risk and return

                                                                                                    • 6 6. Specific percentage

                                                                                                      • 7 8. Global Equity Strategy

                                                                                                        • 8 9. Fixed Income Strategies

                                                                                                          Program Requirements
                                                                                                          • Passing the exam of the General Securities Qualifications Certificate (CME1)

                                                                                                          -

                                                                                                          Program Path

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

                                                                                                          Names of the training programs that after the training program:

                                                                                                          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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