INTRODUCTION:
Effective portfolio management and understanding corporate finance are essential for achieving financial growth and sustainability. With global markets becoming increasingly dynamic, mastering these areas is critical for making informed decisions that balance risk and return while aligning with strategic objectives.
This course explores portfolio management principles, including asset allocation, diversification, and performance measurement. Participants will gain insights into investment strategies that maximize value, minimize risks, and align with financial goals. The program also covers key corporate finance concepts such as capital budgeting, cost of capital, and financial analysis, which are crucial for evaluating and optimizing investment opportunities.
Staying ahead in today’s financial environment requires both theoretical knowledge and practical expertise. This course equips participants with tools and techniques to analyze market trends, interpret financial data, and execute strategic decisions effectively. From valuation methods to understanding financial instruments, the program prepares participants to address challenges confidently.
COURSE OBJECTIVES:
By the end of the program, participants will be able to;
- Understand the principles and strategies of portfolio management.
- Analyze and optimize asset allocation and diversification.
- Gain proficiency in financial modeling and performance measurement techniques.
- Master corporate finance concepts such as capital budgeting, valuation, and risk management.
- Explore the role of ethical investment and ESG considerations in financial decision-making.
- Assess and mitigate financial risks in volatile markets.
- Evaluate investment opportunities and enhance financial performance.
COURSE OUTLINE:
Module 1: Fundamentals of Portfolio Management
- Investment goals and risk-return trade-offs
- Asset allocation and diversification principles
- Portfolio construction and optimization
- Performance measurement and benchmarking
Module 2: Corporate Finance Essentials
- Financial statements and key ratios
- Capital budgeting techniques (NPV, IRR, and payback period)
- Cost of capital and its implications
- Corporate financing options: equity, debt, and hybrids
Module 3: Investment Strategies and Tools
- Active vs. passive investment strategies
- Financial instruments: stocks, bonds, and derivatives
- Portfolio rebalancing and risk mitigation
- Technology and software for portfolio analysis
Module 4: Ethical and Sustainable Investing
- ESG factors in investment decision-making
- Impact of ethical investment strategies
- Case studies on sustainable investing
- Regulatory and compliance considerations
Module 5: Advanced Topics in Portfolio and Finance
- Trends in financial markets and technologies
- Macroeconomic factors impacting portfolios
- Strategies for navigating market volatility
- Globalization and cross-border investment challenges
TARGET AUDIENCE:
- Financial analysts and portfolio managers seeking advanced skills
- Business leaders and executives responsible for financial decisions
- Accountants and auditors involved in financial planning
- Risk management professionals addressing market risks
Venue: Ghana
Duration: 1 week
Date: Open
