Managing a Personal Investment Portfolio

 

 

Managing a personal investment portfolio requires both quantitative and qualitative aspects of understanding risks, personal preferences, rewards and basic financial returns. This course is designed to help trading representatives develop skills and knowledge to advise their clients on managing their investment portfolio. With these, trading representatives are able to progress towards becoming a trusted advisor for their clients and add value to them.

Programme Structure

  • A concise 3 hours session into the basics of commodity price management. Consisting largely of a classroom style teaching with real life examples

Programme Objectives

  • Understanding risk and returns of different financial instruments
  • Managing risk effectively (mitigate, avoid, diversify, accept)
  • Selecting asset classes to create your personal portfolio
  • Adjustment and rebalancing

Learning Outcomes

  • Participants will be well equipped with the fundamental knowledge of other asset classes and how to create a balanced blend of assets that meets their financial needs. They will have the confidence to select various assets and pick instruments within the selected asset classes to generate their targeted returns and risk tolerance

  • Asset Securitisation
  • Research
  • Stockbroking
  • Asset Liability Management
  • Credit Risk Management (Corporate)
  • Market Risk Management
  • Remisier / Dealer

Training Focus

  • Financial Industry Developments
  • Functional Competencies

Competency Level

  • Level 1 & 2

The course content is divided into several topic areas:

  • Different asset classes
  • Creating a personal portfolio
  • Selecting stocks within the equity asset classes
  • Monitoring and balancing the investment portfolio