Certified Investment Manager

About this course

Strategic investment management is one of the most important factors determining the long-term performance of any investment. In a rapidly changing investment environment shaped by volatile markets, pandemics, technological disruption, and frequent financial crises, it is vital to understand the emerging drivers of securities, REITs (residential, commercial, and industrial), new projects, new companies, other assets, and, more recently, sustainable investment. Selecting the right investment management strategy is crucial to maintaining a resilient portfolio in today's volatile market.

This Seya Capital Certified Investment Manager training course gives current and prospective investors and financial analysts a unique opportunity to understand contemporary investment strategy. It reveals the strategies that consistently beat the market, including momentum trading and contrarian investing. Delegates will also learn about active and passive management techniques, how to use derivatives to protect their portfolios, how to develop key performance indicators, fundamental indexation, how to identify high-growth sectors, and how to read market sentiment. This training course is pitched to both individual and institutional investors.

This Seya Capital Certified Investment Manager training course will highlight:

• The current investment environment and asset allocation strategies
• Inefficient markets
• The application of financial derivatives
• Portfolio management and performance measures
• Recent developments and personal finance

Dates, venues & fees

Fees are per delegate and exclude travel and accommodation. Every course is also available as in-house training on dates that suit you.

By the end of the course

This training course is designed to give you up-to-date knowledge and practical skills in investment management. By the end of this Seya Capital Certified Investment Manager training course, you will learn to:

• Demonstrate competence applying modern portfolio theory to security analysis and portfolio management in the real world
• Use a range of financial instruments, including derivatives, to hedge, speculate, and take advantage of market arbitrage situations
• Construct portfolio management strategies using a variety of assets and derivative instruments
• Demonstrate the application of techniques involved in portfolio management and strategic development
• Demonstrate an understanding of the role of investment companies in portfolio management, and the techniques used in portfolio performance evaluation
• Demonstrate an understanding of current market dynamics

Designed for

This Seya Capital Certified Investment Manager training course is relevant to anyone involved in, or planning to join, investment decision-making — including private individuals, financial and non-financial institutions, non-profit organisations, and government. It is suitable for a wide range of professionals, and will greatly benefit:

• Financial Accounting Team Members
• Financial Planning and Budgeting Professionals
• Strategic Planning and Head Office Team Members
• Corporate Communication and Investor Relations Professionals
• Investment Analysts and Advisers
• Traders
• Investors in general

Course outline

How you will learn

This training course is structured as a highly participative workshop, combining formal presentations, the latest research articles, interactive worked examples, and simulations. Relevant examples and empirical studies illustrate the application of each topic, with opportunities throughout to learn and apply key investment strategies.

The return on learning

Seya Capital certificate

Upon successful completion of this classroom-based training course, delegates will be awarded a Seya Capital Certificate.