Fundamentals of Investment Analysis Training Course

Module 1: Foundations of Investment Analysis

• Introduction to Financial Markets and Instruments
• The Investment Process and its Components
• Key Concepts: Risk, Return, and Diversification
• The Time Value of Money and its Application
• Practical session: Calculating the future value of a series of investments using a financial calculator.

Module 2: Macroeconomic and Industry Analysis

• The Impact of Economic Cycles on Investments
• Analyzing Key Economic Indicators
• Industry Life Cycle and Competitive Analysis
• Using Porter's Five Forces to Analyze Industries
• Practical session: Conducting a mock industry analysis for a specific sector, such as technology or healthcare.

Module 3: Financial Statement Analysis

• Understanding the Income Statement, Balance Sheet, and Cash Flow Statement
• Key Financial Ratios and their Interpretation
• Detecting Financial Manipulation
• Using Common-Size Statements
• Practical session: Analyzing the financial statements of a publicly traded company to assess its financial health.

Module 4: Equity Valuation Techniques

• Discounted Cash Flow (DCF) Analysis
• Relative Valuation: Price-to-Earnings (P/E) and Other Multiples
• Valuation of Private Companies
• Sensitivity Analysis in Valuation Models
• Practical session: Building a simple discounted cash flow model in a spreadsheet.

Module 5: Fixed Income Securities Analysis

• Introduction to Bonds and Fixed Income Securities
• Yield, Duration, and Convexity
• Credit Risk and Credit Ratings
• Valuation of Bonds and their Pricing
• Practical session: Calculating the yield to maturity for a bond.

Module 6: Derivatives and Alternative Investments

• Introduction to Derivatives: Forwards, Futures, Options, and Swaps
• Using Derivatives for Hedging and Speculation
• Overview of Alternative Investments: Real Estate, Private Equity, and Hedge Funds
• The Role of Alternative Investments in a Portfolio
• Practical session: Analyzing an options contract to determine potential profit or loss.

Module 7: Portfolio Management Principles

• Modern Portfolio Theory (MPT) and the Efficient Frontier
• Capital Asset Pricing Model (CAPM)
• Asset Allocation Strategies
• Portfolio Rebalancing and Performance Attribution
• Practical session: Building a diversified portfolio based on a specific risk profile.

Module 8: Risk and Return Measurement

• Calculating Historical and Expected Returns
• Standard Deviation and Beta as Measures of Risk
• Sharpe Ratio and Treynor Ratio for Performance Evaluation
• Introduction to Value at Risk (VaR)
• Practical session: Calculating the Sharpe ratio for a given portfolio.

Module 9: Investment Ethics and Regulations

• Fiduciary Duty and Professional Conduct
• Insider Trading and Market Manipulation
• Ethical Decision-Making in Investment Management
• Key Regulatory Bodies and their Functions
• Practical session: Debating a case study on a conflict of interest in an investment firm.

Module 10: Behavioral Finance and Market Efficiency

• Introduction to Behavioral Finance
• Cognitive Biases and Heuristics in Investing
• The Efficient Market Hypothesis (EMH)
• Market Anomalies and their Implications
• Practical session: Identifying common behavioral biases in a series of investment decisions.

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Phoenix Training Center 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 / +254725012095 / +254724452588

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: Armstrong Global Training & Development Center 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

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@phoenixtrainingcenter.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@phoenixtrainingcenter.com or on Tel: +254720272325 / +254725012095 / +254724452588