Training on Investment Analysis and Portfolio Management
Master investment analysis and portfolio management. Learn to evaluate investment opportunities, construct diversified portfolios, and optimize risk and return
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Advanced
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Investment Analysis and Portfolio Management Course is designed to provide participants with a comprehensive understanding of investment analysis and portfolio management. This course covers the principles of investment decision-making, risk management, and the strategies used to optimize portfolio performance. Participants will learn how to evaluate different types of investments, construct diversified portfolios, and apply quantitative tools for investment analysis.
Duration
5 Days
Who Should Attend
- Investment Professionals
- Financial Analysts
- Portfolio Managers
- Bankers
- Finance Students and Academics
- Individual Investors
What you'll walk away with
By the end of this training, participants will be able to:
- Understand the fundamental concepts of investment analysis and portfolio management.
- Analyze various types of investments, including stocks, bonds, and alternative assets.
- Assess and manage investment risk using different risk management techniques.
- Construct and manage a diversified investment portfolio.
- Apply quantitative tools and models for investment decision-making.
- Evaluate the performance of investment portfolios and make adjustments to optimize returns.
- Understand the impact of economic and market factors on investment decisions.
What we cover, module by module
Module 1: Introduction to Investment Analysis
- Overview of financial markets and investment instruments
- Understanding risk and return
- Introduction to portfolio theory
- Case Study: Examine the performance of a real-world investment portfolio and identify risk-return trade-offs.
- Practical Exercise: Calculate expected returns and standard deviation for a sample portfolio of stocks and bonds.
Module 2: Financial Statement Analysis and Valuation
- Analyzing financial statements for investment decisions
- Valuation methods: Discounted Cash Flow (DCF), multiples, and relative valuation
- Application of valuation techniques to different asset classes
- Case Study: Evaluate the financial health of a company and determine its intrinsic value using DCF and multiples.
- Practical Exercise: Perform a valuation of a selected company and compare it with its market price.
Module 3: Portfolio Construction and Management
- Principles of portfolio diversification
- Asset allocation strategies
- Portfolio optimization models
- Case Study: Review an investment fund’s allocation strategy and assess its diversification benefits.
- Practical Exercise: Construct a diversified portfolio using sample assets and optimize it for risk-adjusted returns.
Module 4: Risk Management in Investments
- Identifying and measuring investment risk
- Risk management tools and techniques
- Application of derivatives in risk management
- Case Study: Analyze a scenario where derivatives were used to hedge portfolio risk.
- Practical Exercise: Calculate Value at Risk (VaR) and simulate risk mitigation strategies for a sample portfolio.
Module 5: Performance Evaluation and Portfolio Adjustments
- Performance measurement techniques
- Benchmarking and performance attribution
- Making strategic adjustments to investment portfolios
- Case Study: Evaluate a fund’s performance against a benchmark and recommend portfolio adjustments.
- Practical Exercise: Compute performance metrics (Sharpe ratio, alpha, beta) and suggest rebalancing strategies.
Where the change lands
Organizational Impact
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Improves the performance of the investment portfolio.
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Leads to better risk management and a stronger reputation.
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Fosters a culture of professional and strategic investment.
Personal Impact
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Provides an in-demand skill set for a career in finance and investment.
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Is crucial for career progression into senior leadership and advisory roles.
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Builds the confidence to lead and champion successful investment initiatives.
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Investment Analysis and Portfolio Management in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.