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Fundamentals of Investment & Portfolio Management

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  • Overview ImageOverview
  • Outline ImageCourse Outline
  • Scheduled ImageScheduled Dates

Overview ImageCourse Overview

This 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.

Objective:

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
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Overview ImageCourse Outline

Day 1: Financial Markets & Investment Foundations

  • 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

Day 2: Investment Principles & Strategies

  • Risk and return (simple explanation)
  • Diversification concepts
  • Income vs growth investing
  • Long-term vs short-term
  • Asset allocation basics
  • Building a simple portfolio

 Day 3: Behavioural Finance & Macroeconomic Drivers

  • Fear & greed, herd mentality, overconfidence, panic
  • Impact of emotions on decisions
  • Inflation, interest rates, and economic cycles
  • Central bank policy

Day 4: Portfolio Management & Performance

  • Portfolio basics and balancing assets
  • Investment vehicles: mutual funds, ETFs, index, and active
  • Benchmarking and returns
  • Sharpe Ratio (basic)
  • ESG fundamentals

 Day 5: Risk Management & Decision-Making

  • Types of risks (market, credit, liquidity)
  • Basic risk management
  • Intro to financial analysis
  • Evaluating investments
  • Decision-making and case studies
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Overview ImageSchedule & Fees

3 For 2Offer

Get the most out of group training with our special discount! Register 3 of your participants together on the same course and only pay for 2.

Select Month

  • All
  • September
  • December

Location

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  • London london icon

Date: 14 - 18 Sep 2026

Duration: 5 Days

Venue: London

Price: £4,500

youtubeRegister Now

Date: 07 - 11 Dec 2026

Duration: 5 Days

Venue: London

Price: £4,500

youtubeRegister Now
Fundamentals of Investment & Portfolio Management

Fundamentals of Investment & Portfolio Management

Date: 07 - 11 Dec 2026
Duration: 5 Days
Venue: London
Price: £ 4,500
youtube Register & Checkout
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Questions? Speak to our friendly training advisor

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John Bayson

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Call+44 2071836657

Employees of professional or formally regulated bodies are generally expected to have CPD accredited training. This type of accreditation ensures that the training is knowledgeable, informed and constantly updated. It ensures our standards as a company are kept high and consistent.

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Why Choose London Training For Excellence?

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    We customise our courses to suit your personal learning needs

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    Quality

    Our courses are delivered by highly experienced industry experts

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    Recognition

    All our courses are accredited by the CPD Standards Agency

Frequently Asked Questions

How can training courses be used as a company benefit?

Training is hugely beneficial to both yourself and your company. It enables you to employ new technologies, increases your productivity and enables you to be more autonomous. Have a look here at our infographic on the importance of training and development!

How often do you update your course content to ensure relevancy?

Our course content is constantly reviewed and updated to ensure we stay up to date with all the latest trends. After every course is completed we review the feedback and improve the material where necessary.

Do you keep your classroom environment and instructional methodologies current with today’s real-world workplace?

Yes, we focus our training on ‘real-world’ scenarios and our trainers are all highly experienced and skilled in their relevant fields.

Are your courses eligible for professional certification?

Yes, we offer certification with all our courses, every course is entitled to CPD (Continuous Professional Development) hours which you can put towards your professional portfolio.

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Fundamentals of Investment & Portfolio Management

  • United KingdomLondon
  • calendar07 - 18 Dec 2026
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