Investment and Portfolio Management for Professionals

Certificate of completion (supplied by PasarTrainer)

Training Material

1. Financial Planning : Ideal Investment allocation.

2. Miracle of compounded interest.

This Session explains fundamental knowledge for investment professional.

INTRODUCTION

1. Money Market / Time Deposit.

2. Obligations.

3. Equities & how to choose stocks with strong fundamental.

4. Alternatives investments : real estate, commodities (e.g. gold), Crypto Currency, P2P lending (Fintech).

This Session explains about the various investment instruments, how to asses them, and evaluate investment instruments. 

 Investment Instruments (asset class) & Valuation

1. Risk and Return concept.

2. Portfolio Management based on risk profile.

3. Diversification for optimal return.

This session explains how to create diversification and portfolio management.

Diversification and Portfolio Management

Today's Investment industry is very different compares to '80-'90ies. Back then, the investment instruments so limited, even it's very complicated to buy stocks in stock exchange, but now it's all just one click away. The instruments is also vary, from Money markets, obligations, stocks & alternative investment (real estate, commodity, P2P lending/Fintech, Crypto).

All of this made professional/many people confuse with the investment instruments. This course will give understanding of investment instruments and how to evaluate investment instruments. Last but not least, Portfolio management is also part of course, since portfolio management played important role in investment management to achieve optimal return based on individual risk profile.

Program Objective
1. Understand Financial planning : ideal investment allocation.
2. Understand Miracle of compounded interest.
3. Understand Money Market/Time Deposit investment.
4. Understand Obligation investment.
5. Understand Equities Market Investment.
6. Understand Alternatives Investment : Real estate, commodities (e.g. gold), Crypto Currency, P2P lending (Fintech).
7. Able to evaluate and compare investment instrument (e.g. how to pick stock with strong fundamentals).
8. Understand Risk and Return &  the importance Portfolio management.
9. Able to perform diversification.