Capital Markets and Investment Strategies Training Course

Course Outline

Module 1: Introduction to Capital Markets

ü  Overview of Financial Systems and Their Role

ü  Primary vs. Secondary Markets

ü  Money Markets vs. Capital Markets

ü  Key Market Participants and Their Functions

ü  Understanding Market Indices and Benchmarks

ü  Practical Session: Analyzing Global Capital Market Structures

Module 2: Equity Markets and Investment Strategies

ü  Types of Equity Securities (Common, Preferred Stock)

ü  Fundamental Analysis (Financial Statements, Ratios, Valuation)

ü  Equity Valuation Models (DCF, Multiples)

ü  Growth, Value, and Income Investing Strategies

ü  Practical Session: Performing Equity Valuation using DCF and Multiples

Module 3: Fixed Income Markets and Strategies

ü  Bond Characteristics and Pricing Fundamentals

ü  Yield Measures and Interest Rate Risk (Duration, Convexity)

ü  Government, Corporate, and Municipal Bonds

ü  Fixed Income Trading and Hedging Strategies

ü  Practical Session: Calculating Bond Duration and Its Application in Risk Management

Module 4: Derivatives: Futures, Forwards, and Swaps

ü  Introduction to Derivatives Markets

ü  Understanding Futures Contracts and Their Uses

ü  Forward Contracts and Their Differences from Futures

ü  Interest Rate Swaps and Currency Swaps

ü  Practical Session: Hedging Currency Risk Using Forward Contracts

Module 5: Options Strategies and Applications

ü  Call and Put Options Fundamentals

ü  Option Pricing Models (Black-Scholes)

ü  Basic Option Strategies (Covered Call, Protective Put)

ü  Advanced Option Strategies (Straddles, Spreads)

ü  Practical Session: Implementing an Options Strategy for Income Generation

Module 6: Alternative Investments and Their Role

ü  Overview of Hedge Funds and Their Strategies

ü  Private Equity and Venture Capital

ü  Real Estate and Infrastructure Investments

ü  Commodities and Managed Futures

ü  Practical Session: Assessing the Role of Alternatives in a Diversified Portfolio

Module 7: Macroeconomic Analysis and Market Cycles

ü  Key Macroeconomic Indicators and Their Impact on Markets

ü  Understanding Business Cycles and Their Investment Implications

ü  Monetary and Fiscal Policy Effects on Asset Prices

ü  Geopolitical Events and Market Volatility

ü  Practical Session: Analyzing the Impact of Central Bank Announcements on Markets

Module 8: Portfolio Construction and Risk Management

ü  Modern Portfolio Theory (MPT) and Efficient Frontier

ü  Asset Allocation Strategies (Strategic, Tactical)

ü  Diversification Benefits and Limits

ü  Measures of Portfolio Risk (VaR, Standard Deviation)

ü  Practical Session: Constructing an Optimized Portfolio Based on Risk-Return Objectives

Module 9: Technical Analysis and Quantitative Strategies

ü  Principles of Technical Analysis (Charts, Indicators)

ü  Common Chart Patterns and Trading Signals

ü  Introduction to Quantitative Investment Strategies

ü  Algorithmic Trading Concepts

ü  Practical Session: Identifying Trading Signals Using Technical Indicators

Module 10: Regulatory Environment and Ethical Considerations

ü  Key Financial Regulators and Their Roles

ü  Market Abuse Regulations (Insider Trading, Market Manipulation)

ü  Best Execution and Fiduciary Duties

ü  Ethical Decision-Making in Investment Management

ü  Practical Session: Discussing Case Studies on Ethical Dilemmas in Investment Practices

About the Trainers

Our trainers are seasoned professionals with extensive experience in capital markets, investment management, and financial analysis. They have held senior roles at leading financial institutions, bringing a wealth of practical insights and real-world case studies to the classroom. Their expertise spans various asset classes and investment strategies, ensuring that participants receive comprehensive and actionable knowledge.

Quality Statement

Phoenix Training Center is committed to delivering high-quality, practical, and relevant training programs. Our courses are meticulously designed and regularly updated to reflect the latest industry trends and best practices. We strive to provide an engaging and supportive learning environment that empowers participants to achieve their professional goals.

Admission Criteria

ü  Participants should be reasonably proficient in English. 

ü  Applicants must live up to Phoenix Center for Policy, Research and Training admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free
2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.
3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.
4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.
5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@phoenixtrainingcenter.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254737296202

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Phoenix Center for Policy, Research and Training Limited should be paid in advance, 5 days to the training.
2. Invoice: We can send a bill directly to you or your company.
3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.
2. Participants may cancel attendance 14 days or more prior to the training commencement date.
3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor-Made Courses

We understand that every organization has unique training needs. Phoenix Training Center offers tailor-made courses designed to address specific requirements and challenges faced by your team or organization. Whether you need a customized curriculum, a specific duration, or on-site delivery, we can adapt our expertise to provide a training solution that perfectly aligns with your objectives. Contact us to discuss how we can create a bespoke training program for you. For further inquiries, please contact us on Tel: +254720272325 / +254737296202 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Pick-up

For physical training attendees, we can assist with recommendations for accommodation near the training venue. Airport pick-up services can also be arranged upon request to ensure a smooth arrival. Please inform us of your travel details in advance if you require these services. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254737296202