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 Investment Management Course (New Course!)
   
 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: 1 - 2 weeks (1 week seminar + 1 week experiential project)
Course Times: 9:30 AM - 3:30 PM
Course Dates: Management Training Courses Calendar
Course Fees:  $39,999
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, including investment managers, fund managers, finance managers, investment advisors, private equity managers, hedge fund managers, investment analysts, portfolio managers, investor relations managers, family offices, HNWI, UHNWI and professional investors

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

  • Knowledge of basic finance concepts or the completion of the Finance Management Course

  • 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

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

  • CIO's 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

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

The training 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. Investment management toolkit (management frameworks, decision models, checklists, etc.)

  5. Experiential work-based 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 Notes:

Role, Purpose and Conflict of Interest

We do not function as a rating agency.  We do not accept compensation from companies for review or rating purposes. Any recommendation for or against any asset, trading strategy, buy or sell action is done for an educational purpose only. The expressed opinions should not be considered as an endorsement for or against any asset, company or investment firm. Markets are hyper-dynamic, we cannot and do not time the stock market. Our forecasts continuously change with changing data; they are used as an input to complex risk management and valuation decision models. Despite past success in economic forecasting and research portfolio designs, we do not provide any guarantee for future forecasts or performance.

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

  • Investment Management Training Course
    • Accelerated workshop (classroom option)
    • Experiential Action Learning
    • Requires registration, application review and seat reservation
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Executive Education: CEO Management Training Seminars, Courses, Classes, Workshops in USA: Las Vegas, Los Angeles, San Francisco, Seattle, Chicago, New York, DC, Miami

  

 1998 - 2018 International Institute of Management, USA.

USA Training Venues

Las Vegas, NV. Los Angeles, CA. San Francisco, CA. Seattle, WA.
Chicago, IL. New York, NY. Washington, DC. Houston, TX. Miami, FL.

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Last Updated: August 6, 2018.