Management Training Courses
|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:||2 weeks (1 week seminar + 1 week project)|
|Course Times:||9:30 AM - 3:30 PM|
|Course Dates:||Management Training Courses Calendar|
|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|
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
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
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.
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
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
Top Investment Questions. CIO Challenges. Financial Markets. Financial Instruments. Alternative Investments. Key investment Criteria. Investment Risk Management. Investments Valuation and Investment Ratios
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
The training courseware includes the following:
Participant's coursework and assessment project guide
Subject matter book(s)
Executive summary of the subject matter:
Summary of essential concepts and finance management best practices
Examples and case studies
Investment management toolkit (management frameworks, decision models, checklists, etc.)
Experiential work-based assessment project
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
Role, Purpose and Conflict of Interest
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Last Updated: March 5, 2017.