CATEGORY TYPE: Business & Management

COURSE NAME:Developing and managing of municipal investments


UPCOMING EVENTS


START DATE END DATE CITY/COUNTRY PRICE Request
This course can be scheduled at your convenience, to request this course please click here
INTRODUCTION:

Investigates the concepts, theories and techniques underlying the development of investment policies and strategies.

OUTLINE:

 

 Course Overview

 Stock-Trak Portfolio

Outcomes

  • Discuss the importance of financial assets in the economy
  • Explain the role of financial markets, investment bankers and financial intermediaries
  • Differentiate between asset classes
  • Demonstrate how to calculate rate of return on a market index

 

Trading on Margin and Selling Short

Outcomes

  • Define how financial markets operate
  • Differentiate between the types of orders
  • Demonstrate knowledge of margin accounts and short sales
  • Identify the different types of mutual funds and other investment companies

 

Risk-Return Tradeoff and Capital Allocation

Outcomes

  • Discuss the historical risk-return relationship in financial markets
  • Differentiate between arithmetic and geometric mean
  • Explain skewness, kurtosis and normal distribution
  • Discuss risk aversion
  • Demonstrate how to allocate portfolio assets and how to calculate portfolio expected return and standard deviation

Week 4

Lecture: Optimal Risky Portfolios

Outcomes

  • Understand diversifying portfolio risk
  • Learn Markowitz’s portfolio theory
  • Discuss the uses of a single-index model to construct a portfolio
  • Understand how portfolio optimization works

 

Technical Analysis

Outcomes

  • Define the limitations of CAPM
  • Explain Arbitrage Pricing Theory
  • Explore multi-factor models and reflect on what those factors should be
  • Discuss introductory concepts of behavioral finance and technical analysis
  • Calculate technical indicators

 

 Term Structure of Interest Rates

Outcomes

  • Define the term structure of interest rates
  • Calculate yield to maturity (YTM) and forward rates
  • Discuss the uses of options to manage portfolio risk
  • Calculate the rate of return on investing in options
  • Explain the put-call parity relationship

 

 Options and Futures Valuation

Outcomes

  • Use the Black-Scholes formula to value options
  • Apply the put-call parity relationship
  • Explain how futures trade in the market
  • Identify if an arbitrage opportunity exists for an asset
  • Calculate the profits of a futures transaction

 

 International Diversification

 

  • Calculate performance measures
  • Calculate time-weighted and dollar-weighted average returns
  • Explain the risk-return tradeoffs of international investing
  • Discuss the impact of international diversification
WHO SHOULD ATTEND:


People who's Interested with Investment , owners and top managers

DURATION:
    • 5 Day(s)
  •  


    The presentation is generally appealing to me. The dedication & devotion of the instructor are both laudable & admirable.
    Mohammed F. Alotaibi
    Sabic

    Really this course is important for any inspector, so I will recommended it for our employees. And thanks a lot!
    Ahmed Al-Yami
    Sabic

    You are doing excellent bringing such very talented instructor. Please keep it up.
    Ahmed Afifi
    Al-Zamil CoolCare

    I would like to appreciate you as well as the instructor for a good training due to the fact that the helping to gain new information about the types of valve with advantages and disadvantage as well. Many thinking.
    Zaki Ali Aldawood
    Sabic

    This course was very beneficial and helpful to understand one of the Major NDT method. I encourage ITC to continue with this performance.
    Talal Saad AlHasawi
    Sabic

    ITC service was in overall excellent. Thanks.
    Wael M. Morsy
    Mobily

    This course was good and a nice guide to the PMP exam. Thanks.
    Yazeed Mohamed Mreki
    General Authority of Civil Aviation (GACA)

    It was good course & good preparation with excellent instructor. Thanks a lot.
    Faisal Mahdi Al-Qahtani
    Sabic

    It was a nice course to have. I suggest taking this course with the same instructor to other people. Thanks for the instructor for his kindness & helfull during the course.
    Abdul-Moniem Al-Humoud
    Sabic

    It is very important course, which enable us to improve our knowledge to work approaching our big account and can be recall us the key account. This is will support us to active result for the best of the Co.
    Mohammed Amjad
    Al-Suwadi Services

    The instructor is highly and technical knowledgeable in explaining all the subject in the course taken.
    Noel V. Garan
    Coldstorec Group Of Saudi Arabia

    Instructor was well prepared and knowledgeable I gain lot of useful information.
    Gulam Khan
    Saudi Aramco

    It was a good learning experience. Got to know the concept involved in key account.
    Muthuraman Nachiappan
    Al-Suwadi Services

    The instructor Mr. Ahmed Sabry has a very nice spirit.
    Salam Fakhoury
    Al Khodari Company

    It is very useful to us and increase our knowledge.
    Mohammed Rashed Afifi
    Al Khodari Company

    The course is excellent and helpful. It help me in organizing the work in more safe manner.
    Muzammil Hayat
    Al Khodari Company

    The instructor is very knowledge and hard working, his way of teaching is very good.
    Ibrahim Darwish
    Al Khodari Company