Funds Management
Course Code: FA31
►Course Objective
- Describe the financial markets – the money market and the capital market.
- Construct and manage investment portfolios.
- Discuss and apply the methodologies used in fundamental and technical analysis.
►Target Audience
- Finance professionals
- Fund manger
- Budgeting and planning managers
- Commercial managers
- Divisional managers
►Course Outline
Module 1: Introduction to the Financial Markets
- Introduction to the financial markets
- The money market and the capital market
- Efficient and strong markets
- Factors of efficiency
- Types of securities:
- Bonds
- Shares
- Global Depository Receipts (GDRs)
Module 2: Investment Portfolios and Mutual Funds
- Definition of an investment portfolio
- How to form and manage portfolios
- Strategy of portfolio management
- How to evaluate and calculate the return on the portfolio
- Investment risks and how to manage them
- Understanding mutual funds
Module 3: Methodologies Used in Investment Decision Making
- Fundamental analysis and its application
- Technical analysis and its application
- Case studies
Assessment Strategy
- Participants will be informally assessed on their interaction during sessions and their participation in exercises
Register for this course
Date & Location