Investment Analysis and Portfolio Management

Training Provided by Meirc Training and Consulting This program is designed for Professionals in the fields of Finance, Treasury and Investment. Minimum Requirement: Basic understanding of financial management. This program is worth 25 NASBA CPE s.Note: This is a hands-on training program using Laptops/Computers.Understand the effect of risk and return on investment management.Get a feel for market mechanism and dealings.Understand stock and bond fundamentals and valuation.Learn the importance of diversification in optimizing portfolio return.Manage equity and fixed income portfolios.'

Investment Analysis and Portfolio Management Understanding Risk and ReturnHolding Period ReturnYield and AppreciationThe Time Value of MoneyRisk Versus UncertaintyRisk Aversion Partitioning RiskThe Market PlacePrimary and Secondary MarketThe Over-the-Counter MarketBond FundamentalsBond PrinciplesIssuer, Security, TermSinking Fund, Balloon Loan, Income BondAnnuities, Zero Coupon, Variable RateCalculating the Yield to Maturity and Yield to CallCommon StocksCorporations, Shares and Shareholder RightsTypes of DividendsStock SplitsBlue Chip StocksIncome Stocks, Growth StocksSpeculative StocksFundamental Stock AnalysisValuation PhilosophiesHow to Tell by LookingThe Price-to-Book RatioThe Price-Earnings RatioThe Major IndexesThe Equity Risk PremiumGrowth at a Reasonable Price GARPPro-Forma EarningsEBITDADuPont AnalysisGathering Investment InformationResearch PhilosophyScreeningInvestment PublicationsCompany InformationAnnual ReportsPortfolio ManagementIntroduction to Portfolio ManagementPortfolio TheoryMaximizing Portfolio ReturnMaster Case Study: Pricing Stocks, Bonds and Creating Portfolios'

About The Training Provider: Meirc Training and Consulting

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