Course overview

This is a well-rounded course covering investing in stocks, bonds, and options. We will be covering quantitative methods of investment analysis and structuring the portfolio. What is important, we included options to use for investing and/or trading. The decision making process of investing is not only quantitative but also includes technical analysis that will help to make more informed decision-making. It is one of those courses that will either educate you on trading management and investments. You will be able to be skilled in creating profitable strategies along the way.

Course Objectives

By the end of this course participants will be able to:

  • Understand investing
  • Understand trading
  • Understand profit and loss
  • Understand leveraging
  • Understand options
  • Understand bonds
  • Understand stocks
  • Understand how to build profitable portfolio
  • Understand associated risks

Who should attend?

  • CEO’s / Co-Founder’s / Partner’s
  • Chief / Directors / Head / Manager /Executives: Investment & Portfolio
  • Chief / Directors / Head / Manager / Executives: Risk Management
  • Chief / Directors / Head / Manager / Executives: Finance
  • Chief / Directors / Head / Manager / Executives: Audit
  • Chief / Directors / Head / Manager / Executives: M&A

Course Content

  • Investing vs. financing
  • Understanding financing
  • Equity financing
  • Weighted Averages Cost of Capital (WACC)
  • Investment income and risk
  • Type of risks
  • Portfolio variance and modern portfolio theory
  • Covariance
  • Relationships between the return on stocks and market portfolio
  • Linear regression
  • Financial analysis
  • DCF model
  • Stocks as a specific investment
  • Stock analysis for decision making
  • Formation of stock portfolio
  • Strategies for investing in stocks
  • Identification and classification
  • Bonds analysis and structure
  • Decision making for Bonds
  • Put and Call options
  • Option strategies
  • Combining cash market with options
  • Hedging
  • Using technical analysis
  • Common chart types
  • Common technical indicators
  • Trendlines
  • Patterns
  • Calculation and managing profit and loss
  • Leveraging