An Intensive 5-day Training Course
Mastering Investment Fundamentals
Principles, Strategies, and Portfolio Design
UPCOMING SESSIONS
| Date | Venue | Fee | |
|---|---|---|---|
| 15-19 Dec 2025 | Dubai - UAE | $5,950 | RESERVE A SEAT |
| 06-10 Jul 2026 | Dubai - UAE | $5,950 | RESERVE A SEAT |
| 05-09 Oct 2026 | Dubai - UAE | $5,950 | RESERVE A SEAT |
| 14-18 Dec 2026 | Dubai - UAE | $5,950 | RESERVE A SEAT |
| Date | Venue | Fee | |
|---|---|---|---|
| 02-06 Mar 2026 | Online | $3,950 | RESERVE A SEAT |
| 18-22 May 2026 | Online | $3,950 | RESERVE A SEAT |
Training Course Overview
Investment management plays a vital role in achieving financial success, involving the careful selection, oversight, and administration of financial assets to meet specific financial objectives. Whether it's wealth growth, retirement planning, or risk diversification, effective investment management requires in-depth knowledge of financial markets, asset types, and economic principles.
This Mastering Investment Fundamentals training course offers a comprehensive guide to mastering the fundamentals of investment management. Participants will gain insights into investment principles, the workings of financial markets, and the tools necessary to analyze and manage various asset classes. Through real-world examples and case studies, the course provides practical knowledge and skills to make well-informed investment choices, enhance portfolio performance, and navigate dynamic market conditions.
Tailored for aspiring investment professionals, finance enthusiasts, and anyone interested in understanding the basics of wealth management, this course bridges the gap between theoretical concepts and real-world investment practices.
Training Course Objectives
By the end of this training course, participants will be able to:
- Understand the fundamental principles of investment and portfolio management
- Analyze various asset classes, including stocks, bonds, real estate, and alternative investments
- Evaluate investment risks and returns to make informed decisions
- Develop and manage investment strategies aligned with financial goals
- Understand the role of financial markets and instruments in investment management
- Apply financial analysis and valuation techniques to assess investment opportunities
Designed for
This training course is suitable to a wide range of professionals but will greatly benefit:
- Professionals entering the field of investment management
- Finance and accounting professionals seeking to broaden their knowledge of investments
- Entrepreneurs and business owners interested in managing their wealth
- Students and recent graduates in finance, economics, or related fields
- Anyone interested in learning about investments and portfolio management
Learning Methods
This Anderson training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.
The Course Outline
- Overview of Investment Management
- Key Concepts: Risk, Return, and Liquidity
- Financial Markets and Instruments
- Role of Investment Managers and Advisors
- Equities: Characteristics, Valuation, and Analysis
- Fixed Income: Bonds and Debt Instruments
- Types of Bonds
- Yield Curve Analysis
- Alternative Investments: Real Estate, Commodities, and Private Equity
- Fundamental Analysis
- Technical Analysis
- Understanding Financial Statements for Investment
- Valuation Models: Discounted Cash Flow (DCF) and Relative Valuation
- Modern Portfolio Theory and Diversification
- Asset Allocation Strategies
- Risk Management and Measurement
- Building and Managing an Investment Portfolio
- Behavioral Finance: Understanding Investor Behavior
- Sustainable and ESG (Environmental, Social, Governance) Investments
- Performance Evaluation: Metrics and Benchmarks
- Case Studies: Developing and Presenting Investment Strategies
The Certificate
- Anderson Certificate of Completion will be provided to delegates who attend and complete the course
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How can I register for a training course?
There are several convenient ways to register for our training programs:
- Online: Explore our training calendar, choose the course that suits your needs, and click the “Register Now” button on the course details page.
- Email: Share your details, including your name, organization, email address, and selected course, by sending an email to [email protected]
- Phone: Reach out to us directly at +971 4 273 3503, and our team will guide you through the registration process.
When will I receive confirmation of my registration?
Once your registration is successfully completed, you will receive a confirmation email within 24 hours. This email will contain your registration details, invoice, and the necessary joining instructions for the course.
What does the training fee cover?
Where are your training courses held?
Our training programs are hosted at luxurious five-star hotels in prestigious destinations across the globe. Some of our popular locations include Dubai, London, Kuala Lumpur, Amsterdam, New York, Paris, Vienna, and many other iconic cities.
Can I request customized corporate training?
Yes, we offer tailored corporate training solutions to meet your organization’s specific needs. Please contact us at [email protected] or call +971 4 273 3503 for more information.
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