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Fundamentals of Investment & Portfolio Management
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- Fundamentals of Investment & Portfolio Management
CPD StandardsInstant confirmationGlobal presenceThis comprehensive programme provides a structured foundation in investment and portfolio management, combining core financial principles with modern developments such as behavioural finance, ESG investing, and macroeconomic analysis.
Participants will explore how financial markets operate, how different asset classes behave, and how human psychology influences investment decisions. Participants will gain a clear understanding of how investments work, how portfolios are constructed, and how market conditions and investor behaviour influence outcomes.
Course Objectives
By the end of this course, participants will be able to:
- Understand financial markets and key participants
- Identify different investment asset classes
- Apply basic principles of risk, return, and diversification
- Understand simple investment strategies and portfolio construction
- Recognise behavioural and macroeconomic factors affecting investments
- Understand portfolio management and performance basics
- Identify investment risks and basic risk management techniques
Who Should Attend?
- Finance and non-finance professionals
- Junior investment analysts and portfolio support staff
- Corporate managers responsible for budgets or capital allocation
- Government and public sector professionals managing funds
- Individuals seeking a structured foundation in investment and portfolio management
Course Outline
- Introduction to financial markets
- Key participants (investors, institutions, regulators)
- Global and regional markets overview
- Asset types: equities, bonds, real estate, funds
- How assets generate returns
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Accreditations
CPD Standards
Helping to develop learning worldwide.
ISO 9001:2015
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What our delegates say
Thank you for the opportunity for having attended Advanced Skills of the Bid and Tender Management Process from London Training for Excellence. It was a good experience as I find myself with added knowledge so as to contribute I a more quality manner to my com…
The course is very adaptable to everyday work and contributes to developing CSR framework in our own organisation. Very practical and useful.
The training provided by LondonTFE are very inspirational and thought provoking. The outlines are comprehensive and the method of teaching is mostly practice-oriented. The LondonTFE staff always been able to balance the composition of participants, which contr…
