Investment in Securities

Course details

In this course, participants will learn the basic principles of investing and trading in securities, mutual funds, and security custody.

Course Description:

In this course, participants will learn the basic principles of investing and trading in securities, mutual funds, and security custody.

Course Objectives:

• Identify types of securities in the capital market
• Develop investment targets and formulate investment objectives
• Differentiate between types of investment returns and persification
• Differentiate among different types of mutual funds
• Differentiate among the different types of portfolio risk.

Course Outline:

Module 1: Types of Securities Investments

• Types of stocks
• Types of bonds
• Types of bond risk
• Bond ratings

Module 2: Objectives of Securities Investment

• Investment objectives
• The process of investment decision-making
• The investment target
• Analysis of stock and bond investment

Module 3: Analyze Return on Investment

• Types of return on investment
• Portfolio return
• Expected portfolio return
• The importance of investment portfolio persification

Module 4: Mutual Funds

• Types of mutual funds
• Objectives of investment in mutual funds
• Mutual fund investment policies
• Mutual fund returns

Module 5: Types of Portfolio Risk

• The risk of investing in bonds and stocks
• The importance of systemic and non-systemic risk
• Types of portfolio risk
• The relationship between the expected return on investment and the degree of portfolio risk
• Some important financial indicators and benchmarks required for investment decision-making

Assessment Strategy:

Participants will be informally assessed on their interaction during sessions and their participation in exercises