Executive Education: Management Training Courses, Seminars, Classes & Workshops in USA: Las Vegas, Los Angeles, San Francisco, Seattle, Chicago, New York, Miami, Houston, and Washington, DC.

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Finance Management Course | Finance Course For Managers | Las Vegas, USA Advanced Investment Management Program (New Program!)
   
 Advanced Investment Management Best Practices

Course Methods: Experiential Training (Action Learning Workshop)
Course Venue: USA West: Las Vegas, NV.Los Angeles, CA. San Francisco, CA. Seattle, WA.
USA East: Chicago, IL. Houston, TX. New York (NYC), NY, Washington, DC. Miami, FL.
Course Duration: 3 Months (50% seminar + % 50 project)
Course Times: 9:30 AM - 3:30 PM
Course Dates: Management Training Courses Calendar
Course Fees:  $49,999
Group Discounts:  10% for 2 delegates. 15% for 3 or more delegates. Valid only for Las Vegas venue.
Other Course Options: Contact us for course topics and duration customization.
Available on-site for a group of 5 or more delegates.
The Advantage: Client Testimonials. Training Excellence. CEO Club

Finance Management Course | Finance Course For Managers | Las Vegas, USA Course Audience 

  • Chief Investment Officer's (CIO) Team: investment managers, fund managers, finance managers, professional investors, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, and UHNWI

Finance Management Course | Finance Course For Managers | Las Vegas, USA  Training Prerequisites

  • Knowledge of basic business and budgeting concepts

  • Note: We do not accept students seeking initial employment, postsecondary education or initial licensing programs

Finance Management Course | Finance Course For Managers | Las Vegas, USA Course Objectives 

  • Provide 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area.

  • Provide an understanding of the modern investment management framework, decision-making models and tools to implement an effective investment management system

  • Offer experiential analysis of the challenges of CIOs and Investment Managers in planning, designing, controlling and rebalancing investment portfolios

  • Although the course covers almost every key aspect of investment management decision, it is not designed to make you an expert on any single sub-field. For example, the course reviews the applications, the benefits and limitations of various investment analysis tools, such as financial, behavioral, economic and technical analysis tools, but is not designed to make you an economist, statistician, investment psychologist or market technician. The course also does not cover government regulations or laws related to investment professions. If you require an in-depth customization of specific topic, please indicate that in the course registration form.

Finance Management Course | Finance Course For Managers | Las Vegas, USA Training Focus

  • Develop the core investment management skills and competencies. The core competencies include securities valuation and analysis, investment strategies, investment risk management, hedging, portfolio analysis, and asset allocation

Management Accounting Course - Managerial Accounting Course in Las Vegas, USA Training Model

  • Experiential action learning

  • 25%-50% theory and 50-75% experiential project work

  • The development and evaluation of management skills are based on KASAC training model

Finance Management Course | Finance Course For Managers | Las Vegas, USA Key Concepts

  • Top Investment Questions. CIO  Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key investment Criteria. Investment Risk Management. Investments Valuation and Investment Ratios.

Management Accounting Course - Managerial Accounting Course in Las Vegas, USA Key Course Modules

  1. Finance Management

  2. Investment Management

  3. Strategic Investment Management

Finance Management Course | Finance Course For Managers | Las Vegas, USA Training Course Subjects

Finance Management Module

  • Basic concepts in corporate finance: Time value of money, financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)

  • Financial Statements Analysis

  • Corporate financial decisions: capital budgeting, choice of capital structure, and working capital management

  • Corporate investment management: Types of investment securities; security market operations; investment policies; security analysis and valuation principles; risk, return, and investment analysis

  • Corporate capital structure and raising capital: The Investment banking process and stock exchange listing

  • Financial markets for shares, fixed income securities, options and futures.

  • Security Analysis: Organization of securities markets, risk and return analysis, modern portfolio theory, efficient market theory, fixed income securities, equity securities, and derivative securities

  • Financial Risk Management: Management of financial risk; diversification, credit risk management, bankruptcy, hedging risk, and insurance

Investment Management Module

  • Chief Investment Officer's (CIO) top challenges

  • An overview of the fundamentals and risk/reward performance of financial instruments; government T-bills, bonds, TIPs, municipal bonds, money markets, preferred and common stocks, corporate bonds, warrants, options, futures and other derivative securities

  • An overview of financial markets; money markets, investment banking, primary and secondary markets, and security exchanges, US markets, and international markets

  • An overview of investment management principles; financial statements quick overview, financial performance analysis (ratio analysis), and assets pricing (security valuation)., types of investment securities; security market operations; investment policies; security analysis, risk, return, nominal and real returns, and transaction costs 

  • Designing, planning, monitoring and rebalancing an investment portfolio  
    • Investment goals, objectives, strategy and policy statements of an investment portfolio
    • Comparing short-term, intermediate-term, and long-term investment strategies
    • Compare active investing with passive index investing
    • Choice of risk / reward level; aggressive vs. balanced vs. conservative investment goals and styles
    • Conflicting goals leading to suboptimal performance
    • Asset allocation mix
    • Core vs. non-core investments
    • When to buy, when to hold and when to sell an asset
    • Portfolio diversification best practices
    • Portfolio analysis
  • Investing in exchange-traded funds (ETFs), mutual funds, bonds, stocks, commodities
  • Using futures and options in a portfolio
  • Gold's role in a portfolio
  • Real estate's role in a portfolio

Strategic Investment Management Module

  • Conduct 360 degree view of the investment management function to identify potential blind spots, improvement areas and best practices in each area

  • Explore the top performing investment management models. How do these models work? How to optimize your investment management model for best risk-return ratio? 

  • Identify best performing value, growth, quant and opportunity investment strategies on Wall Street

  • Learn lessons from the world's most successful investors; what are their investment strategies, insights and success factors. Covered investment gurus include; Benjamin Graham, Philip Fisher, Peter Lynch, John Paulson, Warren Buffett, John Neff, David Dreman, Ken Fisher, and Martin Zweig, James O'Shaughnessy, Joel Greenblatt, Joseph Piotroski  and other best performing money managers

  • Analyze the failed investments of Wall Street's investment gurus and how to avoid the most common investment pitfalls

  • Learn the uses and limitations of traditional valuations and predictive models

  • Benchmark Wall Street's best performing strategies and best performing indices

  • Offer experiential analysis to understand the CIOs and Investment Managers' decision-making models

  • Focus on best practices, tools and models to implement an effective investment management system

  • Analyze behavioral investing: Investing psychology, critical thinking, emotional biases, and investor's mistakes

  • Extract key data from noise - The wrong and right uses of economic indicators

Finance Management Course | Finance Course For Managers | Las Vegas, USA Courseware Content (Customized)

The courseware includes the following:

  1. Participant's coursework and assessment project guide

  2. Subject matter book(s)

  3. Executive summary of the subject matter:

    • Summary of essential concepts and finance management best practices

    • Examples and case studies

  4. Finance management toolkit (management frameworks, decision models, checklists, etc.)

  5. Experiential work-based assessment project

  6. Online resources for the completion of the experiential assessment project

Finance Management Course | Finance Course For Managers | Las Vegas, USA Performance Evaluation (Optional)

  • Performance will be evaluated on the basis of individual or team project deliverables

  • Candidates can complete customized experiential work-based projects such as developing a relevant analysis document, management strategy, action plan or a senior management presentation

  • The course advisor will review the deliverables and provide improvement feedback

  • The evaluation is a form of management consulting and experiential coaching for performance improvement

Finance Management Course | Finance Course For Managers | Las Vegas, USA Training Course Registration

  • Advanced Investment Management Training Course
    • Accelerated workshop (classroom option)
    • Experiential Action Learning
    • Requires registration, application review and seat reservation
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Last Updated: March 5, 2017.