A Highly Interactive Training Course On

The Complete Course on Investment Risk Management

Mastering Strategies for Managing Investment Risk

Classroom Sessions
26-30 May 2025
Dubai
$5,950
25-29 Aug 2025
London
$5,950

Course Introduction

This in-depth risk management training course is designed to enhance participants' ability to effectively identify, assess, and manage risks within their organizations. By combining interactive learning with real-world case studies, participants will gain a deeper understanding of how to recognize key risks and create appropriate responses. The course also introduces the latest international tools and techniques, empowering attendees to assess the probability and impact of risks, and develop well-balanced strategies that align risk mitigation with organizational goals. Participants will leave the course with the skills to manage both operational and financial risks, while promoting a risk-aware culture throughout their organization.

 

Focusing on practical application, this course encourages participants to incorporate risk analysis into their decision-making processes, ensuring business outcomes align with long-term organizational objectives. By the end of the course, delegates will not only understand the risk management process but also be equipped to apply it to their current projects or case studies. Participants will gain the ability to support value-driven decisions, balance risk and return, and foster a proactive risk management mindset across their teams and organizations.

 

Key features of this course include:

  • A thorough understanding of risk identification, measurement, and management
  • Exploration of the latest international tools and techniques
  • Hands-on skills development through interactive sessions and real-life case study analysis
  • In-depth discussion of management and organizational benefits
  • Comprehensive handouts to support ongoing learning

Training Objectives

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

  • Demonstrate an understanding of the risk management process through application to the case study or a current project
  • Integrate stakeholder risk into decision making
  • Interpret and utilize CSRA data to support decision making
  • Integrate risk analysis into decision making to support the business intent and outcomes to provide value
  • Demonstrate an "outcome-focused and risk-based mindset"

Training Methodology

This course will utilize a variety of proven adult learning techniques to ensure maximum understanding, comprehension, and retention of the material presented. It will include interactive case studies drawn from real-world scenarios or participants' own companies, allowing for practical application of concepts. Additionally, there will be discussions and evaluations of the latest international tools and techniques, ensuring that participants are up-to-date with the most effective strategies in the field. Role-playing exercises will also be incorporated to reinforce learning, while pre- and post-course assessments will help gauge individual progress and understanding. To support the learning experience, participants will be provided with a detailed set of handouts and examples, available in both printed and electronic formats, to facilitate ongoing reference and application of the course content.

Who should Attend?

This training course is suitable to a wide range of professionals but will greatly benefit:

  • Risk Managers
  • Relationship Managers working with clients
  • Finance Managers
  • Professionals who report to Finance and Risk Managers
  • Professionals who wish to improve their knowledge of risk management

Course Outline

Day One: Developing a Risk Management Strategy
  • The Role of Risk Management within the Organisation
  • Understanding Risk & Uncertainty
  • Identifying Strategic, Operational & Financial Risks
  • Developing a Risk Management Strategy
  • Implementing a Risk Management Strategy
  • An Overview of Risk Management Techniques
Day Two: Measuring Risk & Prioritising Risk
  • Measuring Risk: The uses and limitations of statistical and analytical methods.
  • Probability distributions, linear regression, correlation, frequency distribution; location, dispersion and skew
  • Impact of Risk: Simulation (Monte Carlo Simulation) & Sensitivity Analysis
  • Understanding Value-at-Risk
  • Prioritising the treatment of risk, with awareness of alternative possibilities
  • Reconciling risk management activity with the need for change and development of business activities
Day Three: Investment Portfolio Analysis
  • Uncertainty, risk, and financial return at the portfolio level
  • General Investment Analysis
  • Diversification and the Efficient Portfolio  
  • Estimation of the Discount Rate – WACC, CAPM, Beta
  • Introduction to certainty-equivalent approach to investment analysis
  • Risk Return Liquidity Trade Offs
Day Four: Financial Risk Management
  • Treasury Risk Management
  • Asset Management
  • Liquidity Risk
  • Interest Rate Risk
  • FOREX Transaction Risk and Translation Risk
  • Oil Price Volatility
Day Five: Derivatives – Risk or Risk Management Tool?
  • Risk or Risk Management Tool
  • Forwards & FRA’s
  • Futures
    • How to use Forward Contracts and FRA’s to Manage/Hedge Exchange Rate Risk & Interest Rate Risk
    • Futures trading to manage risk
  • Options
    • Currency & Interest Rate Options
    • Option Pricing – The Black & Scholes Model
    • The Greeks – Delta, Gamma, Theta, Vega & Rho and their implications
    • Option Strategies - How to use Options to Manage/Hedge Risk
  • Swaps
  • Exotic Derivatives – Swaptions etc

Providers and Associations

Anderson
Anderson
Aztech Training
Aztech Training
Coventry
Coventry

Certificates

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course
Whats Makes Copex Courses Unique?

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.

What is COPEX?

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.

What are the benefits of attending COPEX training courses?

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.

What makes COPEX training courses unique?

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.

What is the cost of COPEX training courses?

The cost of COPEX training courses varies depending on the course duration, content, and delivery method.

How can I register?

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 [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

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.

What is included in the training fee?

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.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

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.

Where do you usually hold your training courses?

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.

Do you provide hotel booking assistance to your delegates?

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

In case of failure to attend, what is your cancellation policy?

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.

What will I receive after the training course?

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!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
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