INVESTMENT MANAGEMENT FUNDAMENTALS

"An investment in knowledge pays the best interest." - Benjamin Franklin

OVERVIEW

The primary emphasis of the course is to help the learners plan. Provide a few tricks as well as advises on the benefits of saving as early as possible. Setup an automatic investment so they can sit back and let their money work for them. Learners who will attend this course will understand the current market in order to make good financial decisions and avoid common pitfalls that were experienced by so many investors. This is a beginner’s guide to manage their money.

Likewise, the course is designed for young people to start investing for their future financial security. Rather than describe the institutional details of current practice, the course will provide a lasting conceptual framework in which to view the investment process and to analyze future ideas and changes in the investment environment.

LEARNING OBJECTIVE

The objective of this course is to undertake a basic study on anyone who wants to become a successful investor and wants to build a secure financial future.

The course also aims to impart knowledge to the learners on:

  1. Proper approach to investment
  2. Improving their financial situation;
  3. Investing and not losing it all;
  4. Putting financial security back into their lives and begin planning for a comfortable retirement; and
  5. Allocating investment.

While optimal portfolio selection knowledge is incredibly valuable for purposes of managing personal portfolio, the course will not specifically take the perspective of an individual stock recommendations nor detailed financial procedure on how to invest.

LEARNER’S BENEFIT

  1. You will learn how to appreciate and apply investment principles;
  2. You will learn how to gauge investment opportunities as well as to minimize risks of investing in “high yielding instruments”.
  3. You will learn to practice asset allocation, whether you are a passive or active investor, after determining your investment profile.

TARGET AUDIENCE

  1. People who want to maximize return on investment of their money while minimizing risks.
  2. Inexperienced investors who seek understanding of the basic principles of investment management.
  3. People who want to update and be aware of the latest trends in investment portfolios.

LEARNING OUTLINE

SEGMENT ACTIVITY INVESTMENT ESSENTIALS
Orientation:
What You Should Know		 Course Description
Objectives Ground Rules		 Course Syllabus
   

1. Personal Finance

  • Financial Trouble
  • Worry Signs
  • Financial Planning
  • Financial Net Worth

Workshop:

Finance Personal Perception
  1. Why should I start saving now?
  2. The Intelligent Investor

2. Ways to Invest

  • Lending Investments
  • Ownership Investment
  • Real Estate
  • Stock Market
  • Mutual Fund
  • Forex

Workshop:

Financial Fitness
  1. Investment Alternatives
  2. But I Really, Really Want to Invest in the Stock Market

3. Investment Principles

  • Criteria for Sound Investments
  • Safety of Capital
  • Capital Growth and Appreciation
  • Liquidity
  • Diversification
  • Investment vs. Speculation
  • Maintaining the Power of Original Investment

Workshop:

Simulation of Stock Market Data
  1. So? What’s the Choice

4. What do I do NOW?

Workshop:

My Investment Plan
  1. RECAP

OUR PARTNER’S PROFILE

  • Holder of Professorial Chair, Polytechnic University of the Philippines
  • Professor of Graduate Studies, Masters and Doctorate, PUP
  • Consistent Recipient of Outstanding Rating in Graduate Teaching, PUP
  • Former Chairman of the Investment Committee, BSP Provident Fund
  • Managing Director, Bangko Sentral ng Pilipinas (Retired)
  • 2015 Gold Medalist and Lone Gold Medal Awardee, BSP Management Supervisory Excellence Program; Most Active Mentor Recognition Recipient, BSP Mentoring Program
  • Former Manufacturing Unit Head, UNILAB

UPCOMING PUBLIC TRAINING SCHEDULE

Please view here.

For inquiries on registration, course content, course customization, and on-site training, please click here.