Investments and Portfolio Management Training

Instructor-Led Training Parameters

Course Highlights

  • Instructor-led Online Training
  • Project Based Learning
  • Certified & Experienced Trainers
  • Course Completion Certificate
  • Lifetime e-Learning Access
  • 24x7 After Training Support

Investments and Portfolio Management Training Course Overview

The Investments & Portfolio Management Training by Multisoft Systems is a comprehensive program designed to equip finance professionals, analysts, and aspiring investors with in-depth knowledge of managing financial assets and making informed investment decisions. This course covers essential concepts such as asset allocation, portfolio construction, risk-return trade-offs, market analysis, and performance evaluation using real-world scenarios and tools. Participants will learn how to assess different types of investments including equities, bonds, mutual funds, and alternative assets, while also gaining expertise in modern portfolio theory, CAPM, and diversification strategies. The training places a strong emphasis on risk management, financial modeling, and strategic planning to ensure portfolios align with investor goals and market dynamics. Delivered by industry experts, the course integrates theoretical concepts with practical application, making it suitable for financial advisors, wealth managers, corporate finance professionals, and MBA students. Whether you're seeking to enhance your career in investment management or looking to gain a competitive edge in the financial market, this training provides the knowledge and tools to succeed.

Upon successful completion, learners receive a certification that adds value to their professional credentials and demonstrates their ability to navigate complex investment landscapes with confidence and accuracy.

Instructor-led Training Live Online Classes

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Jun, 2025 Weekdays Mon-Fri Enquire Now
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Investments and Portfolio Management Training Course curriculum

Curriculum Designed by Experts

The Investments & Portfolio Management Training by Multisoft Systems is a comprehensive program designed to equip finance professionals, analysts, and aspiring investors with in-depth knowledge of managing financial assets and making informed investment decisions. This course covers essential concepts such as asset allocation, portfolio construction, risk-return trade-offs, market analysis, and performance evaluation using real-world scenarios and tools. Participants will learn how to assess different types of investments including equities, bonds, mutual funds, and alternative assets, while also gaining expertise in modern portfolio theory, CAPM, and diversification strategies. The training places a strong emphasis on risk management, financial modeling, and strategic planning to ensure portfolios align with investor goals and market dynamics. Delivered by industry experts, the course integrates theoretical concepts with practical application, making it suitable for financial advisors, wealth managers, corporate finance professionals, and MBA students. Whether you're seeking to enhance your career in investment management or looking to gain a competitive edge in the financial market, this training provides the knowledge and tools to succeed.

Upon successful completion, learners receive a certification that adds value to their professional credentials and demonstrates their ability to navigate complex investment landscapes with confidence and accuracy.

  • Understand fundamental concepts of investments and financial markets
  • Learn to evaluate different investment vehicles including stocks, bonds, mutual funds, and ETFs
  • Develop skills to construct and manage diversified investment portfolios
  • Master techniques in asset allocation and portfolio optimization
  • Apply modern portfolio theory and capital asset pricing models (CAPM)
  • Gain expertise in measuring and managing investment risk
  • Learn to analyze market trends and economic indicators
  • Enhance decision-making skills through scenario-based investment simulations

Course Prerequisite

  • Basic understanding of financial concepts and markets
  • Familiarity with accounting and economic principles
  • Proficiency in using spreadsheets (e.g., Microsoft Excel)

Course Target Audience

  • Finance Professionals
  • Portfolio Managers
  • MBA and Finance Students
  • Traders and Stock Market Enthusiasts
  • Bankers and Financial Planners
  • Entrepreneurs and Business Owners
  • Anyone interested in building and managing investment portfolios effectively

Course Content

  • What is investment
  • Types of investments/ vehicles: equities, bonds, funds, ETFs, REITs
  • Risk vs. return trade-off
  • Time value of money, compounding

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  • Fundamental analysis: Earnings, P/E, PEG, ROE, etc.
  • Technical analysis: Trends, charts, volume, moving averages
  • Understanding market cycles and investor sentiment

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  • Types of bonds: government, municipal, corporate, zero-coupon
  • Yield curves, interest rate risk, and duration
  • Credit ratings and default risk
  • Bond pricing and the relationship with interest rates

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  • Active vs. passive investing
  • Fund structure, fees, and performance evaluation

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  • Types of risk: systematic, unsystematic, liquidity, currency, geopolitical
  • Volatility measures: standard deviation, beta, VaR (Value at Risk)
  • Behavioral biases: overconfidence, loss aversion, herding, anchoring

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  • Capital gains tax, tax-loss harvesting
  • Tax-deferred vs. taxable accounts
  • Asset location strategy
  • Tax-efficient fund selection

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  • Asset allocation
  • Risk management
  • Diversification

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  • Fundamental 
  • Technical analysis 

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  • Hedging
  • Diversification
  • Asset allocation strategies.

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  • Portfolio performance measurement
  • Attribution analysis

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  • Psychological biases and their impact on investment decisions.

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Investments and Portfolio Management Training (MCQ) Assessment

This assessment tests understanding of course content through MCQ and short answers, analytical thinking, problem-solving abilities, and effective communication of ideas. Some Multisoft Assessment Features :

  • User-friendly interface for easy navigation
  • Secure login and authentication measures to protect data
  • Automated scoring and grading to save time
  • Time limits and countdown timers to manage duration.
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Hands-on Investments and Portfolio Management Projects

Our Investments and Portfolio Management Training course is designed to provide a strong foundation in key concepts with a hands-on learning approach. By working on real-world projects and industry-relevant scenarios, learners gain practical experience and build the confidence to apply best practices in live environments.

Investments and Portfolio Management Corporate Training

Employee training and development programs are essential to the success of businesses worldwide. With our best-in-class corporate trainings you can enhance employee productivity and increase efficiency of your organization. Created by global subject matter experts, we offer highest quality content that are tailored to match your company’s learning goals and budget.


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Customized Training

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

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Mentors

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

360º Learning Solution

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Learning Assessment

Be it schedule, duration or course material, you can entirely customize the trainings depending on the learning requirements

Certification Training Achievements: Recognizing Professional Expertise

Multisoft Systems is the “one-top learning platform” for everyone. Get trained with certified industry experts and receive a globally-recognized training certificate. Some Multisoft Training Certificate Features :

  • Globally recognized certificate
  • Course ID & Course Name
  • Certificate with Date of Issuance
  • Name and Digital Signature of the Awardee
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Investments and Portfolio Management Training FAQ's

This training is ideal for finance professionals, investment analysts, wealth managers, MBA students, and individuals interested in managing personal or client investment portfolios.

While prior experience is helpful, it is not mandatory. A basic understanding of financial and economic concepts is recommended.

The course covers asset allocation, risk-return analysis, portfolio construction, performance evaluation, CAPM, market analysis, and more.

Basic knowledge of finance and accounting principles is recommended, but not mandatory. The course is structured to accommodate both beginners and intermediate learners.

To contact Multisoft Systems you can mail us on info@multisoftsystems.com or can call for course enquiry on this number +91 9810306956

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