This course discusses the portfolio management process in detail, the risk and return measures used in portfolio analysis, the difference between active and passive portfolio management, and the various performance ratios used. It also provides a foundation for international certification exams in investments such as the CFA level 1 exam (certified by the CFA institute, USA) and wealth management exams such as the ICWIM (certified by the CISI, UK).
Upon successful completion of this course, participants will be able to:
This course is relevant for anyone who is attempting or intends to attempt the CFA Level 1 exam.
Participants are expected to have a considerable background in fundamental mathematics and relative work experience.
This course consists of the lectures, discussions and in-class exercises – Participants are also expected to complete an additional 5 hours of self-study.
Note: This course is examinable
Duration: 3 Days (5 hours per day) with the exam on the final day
Date: 12-14 Nov
Lecturers: BIBF Faculty
Fees: Member Organisations
Fees: Non-Member Organisations