Certificate in Security Analysis and Portfolio Management

Course Description

The Certificate in Security Analysis and Portfolio Management is designed to equip learners with essential knowledge and practical skills for evaluating investment opportunities, analysing securities, and managing investment portfolios. The course provides a comprehensive understanding of financial markets, risk-return trade-offs, fundamental and technical analysis, and portfolio construction. It is ideal for finance professionals, aspiring analysts, and individuals aiming to make informed investment decisions or pursue careers in asset management and financial advisory.

Course Objectives

1. To provide an in-depth understanding of financial markets, instruments, and institutions.
2. To develop proficiency in fundamental and technical analysis for evaluating equity and debt securities.
3. To explain the concepts of risk, return, diversification, and asset allocation in portfolio management.
4. To introduce various models and tools used in security valuation and investment decision-making.
5. To enable learners to construct and manage diversified investment portfolios based on financial objectives and market conditions.

Course Outcomes

1. Demonstrate the ability to analyse and value different types of securities using appropriate methods.
2. Apply investment theories and models to make rational and informed financial decisions.
3. Assess market trends and economic indicators to identify potential investment opportunities.
4. Design and manage investment portfolios aligned with specific risk profiles and financial goals.
5. Critically evaluate the performance of portfolios and make necessary adjustments using strategic asset rebalancing.