- Payment Terms: Enquire
- Location: Nairobi Kenya
- Duration / Course length: 5 Days
- Starting Date: Enquire About It
- Timings: Enquire
Course details
Course SummaryElevate your investment management skills with our comprehensive course on Portfolio Rebalancing, Asset Allocation, and Risk Management. Learn effective techniques to optimize your investment portfolios, manage risks, and achieve your financial goals. Gain practical experience and insights from case studies and interactive sessions to master investment strategies in just 5 days.
Course Details/Outline:
Day 1: Introduction to Portfolio Rebalancing
Overview of portfolio rebalancing and its importance
Techniques for identifying when and how to rebalance portfolios
Practical exercises on rebalancing investment portfolios
Day 2: Principles of Asset Allocation
Understanding the key principles of asset allocation
Strategies for diversifying investments across different asset classes
Case studies on successful asset allocation strategies
Day 3: Risk Management Techniques
Introduction to risk management in investment portfolios
Identifying and assessing different types of investment risks
Techniques for mitigating risks and protecting investments
Day 4: Advanced Portfolio Rebalancing Strategies
Developing advanced strategies for portfolio rebalancing
Techniques for optimizing portfolio performance
Interactive workshops on implementing rebalancing strategies
Day 5: Legal and Regulatory Compliance
Understanding the legal and regulatory framework governing investments
Ensuring compliance with relevant laws and regulations
Developing a personal action plan for effective portfolio management
Interactive workshops and practical exercises Updated on 12 February, 2025
Eligibility / Requirements
For the Portfolio Rebalancing & Risk Management course, participants typically need to have:
Basic Financial Knowledge:
A foundational understanding of financial principles and concepts is beneficial.
Relevant Experience:
Experience in investment management, finance, or related fields is recommended but not mandatory.
Educational Background:
A degree in finance, economics, accounting, or a related field can be helpful.
Interest in Investment Management:
A keen interest in understanding and managing investment portfolios.
Access to Learning Tools:
A laptop or tablet for taking notes and participating in interactive sessions.
Job roles this course is suitable for:
Portfolio Manager (PRT001) , Financial Planner , Risk Management AnalystCourse Location
About Stepsure Training & Research Institute
Stepsure Training and Research Institute (STRI) is a premier Training and Development institute in Africa, offering professional short courses, training programs, and consulting services. Committed to excellence and integrity in management practices, we have organized training sessions for key development partners across Zimbabwe, Malawi, Botswana, Namibia, Ghana, Nigeria, Sierra Leone, Liberia, Kenya, Uganda, Rwanda,Tanzania, Congo, and Somalia.
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