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Modules

<h3>Introduction to Investment Management:</h3><ul><li>Defining investment, savings and speculation.</li><li>The role of investment management and financial intermediaries.</li><li>Understanding investor objectives and constraints.</li><li>Overview of the investment process.</li></ul>

Who is this Course for?

<ul><li>Individuals new to investment management.</li><li>Aspiring financial advisors and portfolio managers.</li><li>Professionals in finance seeking a comprehensive overview of investment principles.</li><li>Private investors looking to manage their own portfolios more effectively.</li><li>Anyone interested in understanding the basics of financial markets and investment strategies.</li></ul>

Choose Your Own Course

<p>If you have specific training needs or would like to tailor a course to your organisation's unique requirements, we're here to help. Contact LOTC today and we can work together to develop a customised training solution that meets your specific goals.&nbsp;</p>

cert-london-optimumWhy Choose London Optimum?

<p>At London Optimum, our core philosophy is ‘Optimising people, maximising performance.’ We deliver cutting-edge training that equips professionals with the knowledge and skills to drive tangible results. This course, Investment Management Foundations, provides a strong technical base in asset classes, market mechanics, and portfolio theory. You will learn to make informed decisions and effectively manage investment portfolios, ensuring all strategies align with the main accounting principles required for accurate valuation and performance reporting. Our experienced instructors bring real-world expertise and a focus on delivering immediate value. This program is an essential offering among short term accounting courses in UK, bridging the gap between financial reporting and active wealth management. Whether you are seeking specialised management accounting training to better understand corporate investment vehicles, or are a professional looking to sharpen your market analysis, our London training centre provides the ideal environment to master the foundations of the investment industry.</p>
Courses are held at premium hotels and training venues in Central London/Dubai. Specific venue details are confirmed upon booking.

Course Overview

<p>This course, Investment Management Foundations by London Optimum Training &amp; Consultancy, provides a foundational understanding of the core concepts and principles essential for managing investment portfolios effectively. Participants will learn about financial markets, various investment instruments and the fundamental theories of risk and return. The training emphasises practical approaches to constructing and evaluating investment portfolios to meet diverse financial objectives.</p>
durationDuration: 5 Days
desDelivery Mode: Classroom-based

Have specific training needs?

If you need or would like to tailor a course to your organisation's unique requirements, we're here to help.

Contact us today and we can work together to develop a customised training solution that meets your specific goals.