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Investment Planning & Portfolio Management
Duration: 4 Weeks
This course provides participants with practical knowledge of investment instruments, risk-return profiles, and portfolio management strategies. Learners will explore a range of asset classes and gain tools to create well-balanced portfolios tailored to specific financial goals. Suitable for professionals looking to manage their own investments or support clients with wealth-building strategies.
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Program Objectives & Learning Outcomes

At the end of this course, participants will;

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Develop a comprehensive understanding of financial markets and investment vehicles (stocks, bonds, mutual funds, ETFs, crypto).

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Analyze investor profiles and determine optimal asset allocations.

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Construct and rebalance portfolios using core investment principles.

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Monitor portfolio performance using risk metrics and performance benchmarks.

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Learn ethical investing and how to navigate compliance frameworks.

Program Content

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Module 1: Understanding Investments

  1. Define key financial assets: stocks, bonds, mutual funds, crypto.
  2. Explain market functions and participant roles.
  3. Understand investment risk and return principles.
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Module 2: Portfolio Construction

  1. Assess risk appetite and investor profiling.
  2. Apply asset allocation strategies.
  3. Diversify portfolio by asset type and geography.
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Module 3: Portfolio Monitoring and Rebalancing

  1. Use digital tools to track performance.
  2. Set performance benchmarks and alerts.
  3. Execute rebalancing techniques and reviews.
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Module 4: Ethical Investing and Compliance

  1. Understand ESG, halal, and impact investing.
  2. Comply with regulatory and ethical investing standards.
  3. Advise clients responsibly with disclosures.

Who should attend?

For Investors, advisors and professionals

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Covering leadership, operations, digital skills, customer service, and more.

200+

Courses Delivered

Covering leadership, operations, digital skills, customer service, and more.

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Have questions about our courses or want to discuss a custom training solution for your team? We’d love to hear from you. Our team is ready to provide the support and information you need.

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