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₱ 2,900.00
Financial Planning and Portfolio Management
Why join the workshop?
Deposits and traditional investments such as real estate and jewelry are already a thing of the past. With technology and globalization, investment vehicles have widened and have become more convenient for many investors. This course is about creating a diversified portfolio of financial securities to be able to meet the investment objectives of an institution or individual.
The first part of the course discusses the different types of financial securities where institutions or corporations can invest. This will also include valuation and analysis to be able to identify a potentially good investment.
The second part covers crafting an investment portfolio based on objectives and risk profile. This requires creating a diversified pool of assets to create a balance between the level of risk and potential return of investments.
Objectives:
At the end of the program, participants will be able to:
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Understand how macroeconomic factors affect investments.
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Understand the different types of financial securities available for portfolio creation.
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Identify the investment objective of a planned portfolio.
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Create a suitable portfolio based on set investment objective
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Properly monitor and review a portfolio
Who Should Attend:
Employed and self-employed professionals whose function involves managing corporate funds such as those working in the treasury or finance department. This course is also applicable to individuals who are seeking to manage their own or their family’s funds.
Outline:
More specifically, this workshop will cover the following topics:
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Financial Investments
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Macroeconomic review
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Sources of capital
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Fixed income vs. equity investments
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Securities valuation and analysis
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Portfolio management
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Investment objective
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Investment analysis
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Portfolio creation
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Fund performance review
Course Schedule:
Nov 28 - 28, 2018