A Highly Interactive Training Course On

Introduction to Investment Management

Navigating Financial Markets with Confidence

Introduction to Investment Management
Course Schedule

CLASSROOM

07-11 Jul 2025
Dubai
$5,950
06-10 Oct 2025
Dubai
$5,950
15-19 Dec 2025
Dubai
$5,950

ONLINE

17-21 Mar 2025
Online
$3,950
12-16 May 2025
Online
$3,950
Certificate
  • Coventry Academy Certificate of Attendance will be provided to delegates who attend and complete the course

Training Overview

Training Overview

Investment management is a key element in achieving financial success, involving the strategic selection, oversight, and management of financial assets to reach specific financial objectives. Whether the goal is wealth accumulation, retirement security, or risk diversification, investment management requires a strong understanding of financial markets, asset types, and economic principles.

The Introduction to Investment Management training course offers a structured pathway to mastering the core principles of investment management. Participants will learn about investment strategies, the functioning of financial markets, and the tools needed to analyze and manage different asset classes. With the help of real-world examples and case studies, this course equips attendees with practical skills to make informed investment decisions, optimize portfolio performance, and adapt to changing market conditions.

Perfect for aspiring investment professionals, finance enthusiasts, or anyone eager to grasp the basics of wealth management, this course connects theoretical knowledge with practical investment strategies.

What are the goals?

By the end of this training course, participants will be able to:

  • Understand the fundamental principles of investment and portfolio management
  • Analyze various asset classes, including stocks, bonds, real estate, and alternative investments
  • Evaluate investment risks and returns to make informed decisions
  • Develop and manage investment strategies aligned with financial goals
  • Understand the role of financial markets and instruments in investment management
  • Apply financial analysis and valuation techniques to assess investment opportunities

Who is this Training Course for?

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Professionals entering the field of investment management
  • Finance and accounting professionals seeking to broaden their knowledge of investments
  • Entrepreneurs and business owners interested in managing their wealth
  • Students and recent graduates in finance, economics, or related fields
  • Anyone interested in learning about investments and portfolio management

How will this Training Course be Presented?

This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes an interactive mixture of lecture-led learning & group discussions.

The Course Content

Day One: Introduction to Investment Management
  • Overview of Investment Management
  • Key Concepts: Risk, Return, and Liquidity
  • Financial Markets and Instruments
  • Role of Investment Managers and Advisors
Day Two: Asset Classes and Financial Instruments
  • Equities: Characteristics, Valuation, and Analysis
  • Fixed Income: Bonds and Debt Instruments
  • Types of Bonds
  • Yield Curve Analysis
  • Alternative Investments: Real Estate, Commodities, and Private Equity
Day Three: Investment Analysis and Valuation Techniques
  • Fundamental Analysis
  • Technical Analysis
  • Understanding Financial Statements for Investment
  • Valuation Models: Discounted Cash Flow (DCF) and Relative Valuation
Day Four: Portfolio Management Essentials
  • Modern Portfolio Theory and Diversification
  • Asset Allocation Strategies
  • Risk Management and Measurement
  • Building and Managing an Investment Portfolio
Day Five: Advanced Topics and Practical Applications
  • Behavioral Finance: Understanding Investor Behavior
  • Sustainable and ESG (Environmental, Social, Governance) Investments
  • Performance Evaluation: Metrics and Benchmarks
  • Case Studies: Developing and Presenting Investment Strategies