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Flexible On-Demand Group Learning
Flexible, corporate learning for groups, accessible anytime, anywhere.

Instructor-Led Live, Online Training
Real-time, interactive classes taught by SME via web conferencing.

Independent Self-Paced Learning
Individual learning at your own speed, with access to digital materials.

Customized On-Site Training
Customized, face-to-face training sessions delivered at your location.
Curriculum Designed by Experts

The Investments and Portfolio Management Corporate Training by Multisoft Virtual Academy is designed to equip professionals with a deep understanding of financial markets, investment strategies, portfolio construction, and risk assessment techniques. This course covers key areas such as equity and fixed-income investments, asset allocation, portfolio diversification, and performance evaluation. Tailored for corporate teams, the training helps finance professionals make informed investment decisions, minimize risk, and align portfolios with business objectives. Delivered by seasoned experts, the course offers real-world case studies and practical insights that ensure participants can directly apply their learning to business scenarios. Flexible online sessions and customized content make this training ideal for teams across various industries looking to strengthen their financial acumen.
Investments & Portfolio Management Training is a specialized program designed to teach individuals how to analyze, select, and manage various investment options to achieve financial goals. It covers key topics such as asset allocation, risk assessment, portfolio optimization, and performance evaluation. Ideal for finance professionals and aspiring investors, this training equips learners with practical tools and strategies to make informed investment decisions and effectively manage financial portfolios.
- What is investment
- Types of investments/ vehicles: equities, bonds, funds, ETFs, REITs
- Risk vs. return trade-off
- Time value of money, compounding

- Fundamental analysis: Earnings, P/E, PEG, ROE, etc.
- Technical analysis: Trends, charts, volume, moving averages
- Understanding market cycles and investor sentiment

- Types of bonds: government, municipal, corporate, zero-coupon
- Yield curves, interest rate risk, and duration
- Credit ratings and default risk
- Bond pricing and the relationship with interest rates

- Active vs. passive investing
- Fund structure, fees, and performance evaluation

- Types of risk: systematic, unsystematic, liquidity, currency, geopolitical
- Volatility measures: standard deviation, beta, VaR (Value at Risk)
- Behavioral biases: overconfidence, loss aversion, herding, anchoring

- Capital gains tax, tax-loss harvesting
- Tax-deferred vs. taxable accounts
- Asset location strategy
- Tax-efficient fund selection

- Asset allocation
- Risk management
- Diversification

- Fundamental
- Technical analysis

- Hedging
- Diversification
- Asset allocation strategies.

- Portfolio performance measurement
- Attribution analysis

- Psychological biases and their impact on investment decisions

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We are happy to help you 24/7Multisoft Corporate Training Features
Outcome centric learning solutions to meet changing skill-demand of your organizationWide variety of trainings to suit business skill demands
360° learning solution with lifetime access to e-learning materials
Choose topics, schedule and even a subject matter expert
Skilled professionals with relevant industry experience
Customized trainings to understand specific project requirements
Check performance progress and identify areas for development
Free Investments and Portfolio Management Corporate Training Assessment
Right from the beginning of learning journey to the end and beyond, we offer continuous assessment feature to evaluate progress and performance of the workforce.
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Investments and Portfolio Management Corporate Training Certification
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