Foundation of Investments Analysis

Course details

The course introduces the participants to trading rules, regulations and practices under the Securities Exchange Commission; basic derivative products; fixed income securities; fundamental and technical analysis.

Objectives

Upon the completion of this course, the participant will:

• Have an understanding of the investment environment
• Be able to use industry, fundamental and technical analyses to identify stocks for investment decision
• Have an understanding of the macroeconomic phenomena for investment decisions
• Have an understanding of derivatives products and markets

Content Highlights

• Financial markets and instruments
• Securities trading and market implications
• Security analysis - macro economic factors, industry analysis, financial statement analysis, fundamental and technical analyses
• Derivatives - options, calls and puts, option strategies, hedging, mechanics of futures trading and hedging with futures

Target Audience

• Traders and Brokers; Investment Bankers and Portfolio Managers; Treasury and Back office Staff; Fund Managers; Supervisory and Investment Staff (Central Banks); Compliance and Control Staff; Accounting Staff

Course Structure

• Lectures together with the use of case studies, discussions and assignments and an examination at the end of the course