
A Highly Interactive Training Course On
Fundamentals of Investment Management
Building the Foundation for Informed Financial Decision-Making
Upcoming Sessions
Course Introduction
Investment management is a key pillar of financial success, involving the strategic selection, oversight, and optimization of financial assets to meet specific goals. Whether aiming to build wealth, secure retirement, or mitigate risks, effective investment management requires a solid grasp of financial markets, asset types, and economic principles.
This training course offers a comprehensive framework for mastering the essentials of investment management. Participants will explore core investment principles, the dynamics of financial markets, and the analytical tools needed to manage diverse asset classes. Through real-world examples and case studies, the training course provides the practical knowledge and skills necessary for making informed investment decisions, optimizing portfolio performance, and navigating evolving market conditions.
Tailored for aspiring investment professionals, finance enthusiasts, and anyone interested in understanding the fundamentals of wealth management, this course bridges the gap between theory and practice in the investment world.
Training Objectives
By the end of this course, participants will be able to:
- Understand the fundamental principles of investment and portfolio management
- Analyze various asset classes, including stocks, bonds, real estate, and alternative investments
- Evaluate investment risks and returns to make informed decisions
- Develop and manage investment strategies aligned with financial goals
- Understand the role of financial markets and instruments in investment management
- Apply financial analysis and valuation techniques to assess investment opportunities
Training Methodology
This training course will utilise a variety of proven adult learning techniques to ensure maximum understanding, comprehension and retention of the information presented. This includes interactive presentations and discussions, role plays, simulations and videos to stimulate thinking and enhance learning.
Who should Attend?
This COPEX training course is suitable to a wide range of professionals but will greatly benefit:
- Professionals entering the field of investment management
- Finance and accounting professionals seeking to broaden their knowledge of investments
- Entrepreneurs and business owners interested in managing their wealth
- Students and recent graduates in finance, economics, or related fields
- Anyone interested in learning about investments and portfolio management
Course Outline
- Overview of Investment Management
- Key Concepts: Risk, Return, and Liquidity
- Financial Markets and Instruments
- Role of Investment Managers and Advisors
- Equities: Characteristics, Valuation, and Analysis
- Fixed Income: Bonds and Debt Instruments
- Types of Bonds
- Yield Curve Analysis
- Alternative Investments: Real Estate, Commodities, and Private Equity
- Fundamental Analysis
- Technical Analysis
- Understanding Financial Statements for Investment
- Valuation Models: Discounted Cash Flow (DCF) and Relative Valuation
- Modern Portfolio Theory and Diversification
- Asset Allocation Strategies
- Risk Management and Measurement
- Building and Managing an Investment Portfolio
- Behavioral Finance: Understanding Investor Behavior
- Sustainable and ESG (Environmental, Social, Governance) Investments
- Performance Evaluation: Metrics and Benchmarks
- Case Studies: Developing and Presenting Investment Strategies
Providers and Associations



Certificates
- COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
Material published by Copex shown here is copyrighted. All rights reserved. Any unauthorized copying, distribution, use, dissemination, downloading, storing (in any medium), transmission, reproduction or reliance in whole or any part of this course outline is prohibited and will constitute an infringement of copyright.
COPEX Training is your gateway to professional growth, with over 20 years of experience turning potential into success. Each year, we deliver over 1,000 courses in 50+ countries, earning a stellar 98% satisfaction rate. Trusted by global giants like BP, the United Nations, and HSBC, we partner with top certification bodies to provide career-focused training that empowers individuals and drives organizational breakthroughs. Our mission? To transform the way professionals learn and grow in today’s fast-changing industries. Through expert insights, cutting-edge methods, and hands-on approaches, we equip you with the skills and confidence to tackle challenges, seize opportunities, and thrive in your career.
Led by a passionate leadership team and supported by a network of world-class trainers, COPEX Training connects professionals worldwide with life-changing opportunities. We are committed to excellence, ensuring every participant leaves with the tools, expertise, and confidence to conquer an ever-evolving world.
Frequently Asked Questions
This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.
COPEX stands for “The Centre for Operations & Procurement Excellence”. Our courses are designed to develop and enhance the skills and knowledge of professionals across various sectors.
Enhanced Skills: Develop in-demand skills and knowledge in your chosen field.
Career Advancement: Improve your career prospects and increase your earning potential.
Increased Confidence: Gain confidence in your abilities and enhance your professional presence.
Networking Opportunities: Connect with other professionals and industry experts.
Improved Job Performance: Enhance your productivity, efficiency, and job satisfaction.
Personal Growth: Develop valuable personal and professional skills that can benefit you in all areas of life.
Experienced Instructors: Courses are delivered by highly qualified and experienced instructors with industry expertise.
Interactive Learning: Engaging and interactive learning methods, including workshops, simulations, case studies, and group discussions.
Practical Application: Focus on practical skills and real-world applications, enabling you to apply your learning immediately.
Flexible Learning Options: A variety of course formats available, including classroom training, online courses, and blended learning.
Certification & Recognition: Upon successful completion, you may receive industry-recognized certifications.
The cost of COPEX training courses varies depending on the course duration, content, and delivery method.
There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to reg@copextraining.com
Telephone – +971 4 368 6886 or +971 50 106 2750
Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.
Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.
The training course fee can be settled by either:
- Bank transfer
- Credit Card
Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.
Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.
Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates
Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.
Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this
training course for you!
Other Specialized Training Courses
Explore a selection of specialized training courses designed to advance your skills and knowledge in key areas critical to professional success. COPEX provides a wide range of programs tailored to meet industry demands, empowering you to stay competitive in today’s dynamic landscape.