New Techniques for Security Analysis and Portfolio Management Course

This course focuses on the fundamental principles and techniques of security analysis. The course will deal with the following topics: definition of securities; securities regulations; the investment environment; markets and instruments; macroeconomic and industry analysis; fundamental analysis; technical analysis; equity valuation models; financial statement analysis; derivatives instruments; and special topics.

General Objective

This course is designed to provide the Participants with the basic principles and techniques of    security analysis including securities trading and regulation.

Specific Objectives

• Upon completion of this course, the Participants are expected to:
• Have a firm grasp on the concepts of securities;
• Be knowledgeable on the different markets and instruments;

• Have a general understanding on securities trading and regulation;
• Be knowledgeable on macroeconomic, industry, fundamental and technical analysis;
• Have a general understanding of equity valuation models and financial statement analysis
• Appreciate other topics related to security analysis.

Course outlines

Introducing

• Orientation
• Review of the Course
• Setting of expectations
• Preliminary Discussions

Investment Environment, Markets and Instruments