New Techniques for Security Analysis and Portfolio Management Course

Course Details

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