This 10 day intensive program uses several learning tools providing the client with the necessary theoretical training as well as the desk ready skills they need to advance in their career. The first week will provide an overview of the derivatives markets covering: futures, swaps and options focusing on contract terms, trading mechanisms and pricing. Beginner applications are covered to give the products context.

Strengthen your skills in portfolio analytics and strategy implementation for fixed income and equity portfolio management.

Develop the ability to research which derivatives strategies best fit your management style.

How principles of diversification and risk control are applied in constructing institutional portfolios.

Examine the risks and rewards of running a stock portfolio in a historical context.

Theoretical and practical approach to matching up risks and returns in portfolio management.

Learn about the role of a portfolio manager and investment techniques.

Learn investment and management best practices, get an edge on your professional competition, and become a practitioner of the distinct discipline of asset management.

Explore the types of mutual funds, the fund selection process, and the structure of mutual fund companies.

Understand how to value Fixed Income and Equity Securities and the analysis techniques required.

Learn about the different types of investor characteristics and their implications for portfolio construction.

Learn the basics about the organization of mutual fund companies.

Get introduced to mutual funds.

Get introduced to the latest trends in the financial world and understand how these trends are reflected in the world of mutual funds.

Learn how to choose mutual funds that match your investor's objectives.

Understand how to manage portfolios with equity securities.

Get introduced to the products in which fund managers invest.

Learn how to manage portolios with debt instruments.

Understand how modern portfolio theory and risk measures used to structure portfolios.

Learn how to exame the volatility and duration of a portfolio to identify the best bonds for a portfolio.

Understand how market segmentation and earnings growth theories influence style investing.

Understand the advantages of global investing and the role of alternative investments in a portfolio.

Explain the portfolio management process and describe the different types of investors and the investment instruments they use.

Define risk and explain the role it plays in portfolio management.

Learn how to use advanced equity valuation models to value stocks and corporations.

Analyze portfolio performance using the Sharpe Ratio and performance attribution analysis

Learn how to examine in depth the criteria for deciding if a bond is likely to yield a sufficient return.

Explain indexation and indexation techniques for the investor and the portfolio manager.

Learn how to characterize individual investors and identify their objectives.