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Investments and Portfolio Management Training

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Advance your financial expertise with the Investments & Portfolio Management Training by Multisoft Virtual Academy. This course covers investment principles, portfolio construction, risk-return analysis, and real-world financial strategies. Designed for finance professionals, analysts, and students aiming to build a strong foundation in investment management and financial planning.

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Instructor-led Training Live Online Classes

Suitable batches for you

15 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun
21 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun
22 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun

Course Price At

$ 550

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Instructor-led Training Live Online Classes

15 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun
21 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun
22 Jun 2025	24	06:00 PM - 09:00 PM	Sat, Sun

Course Price At

$ 550

Enroll Now

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Online Self Learning Courses are designed for self-directed training, allowing participants to begin at their convenience with structured training and review exercises to reinforce learning. You’ll learn through videos, PPTs and complete assignments, projects and other activities designed to enhance learning outcomes, all at times that are most convenient to you.

Course Price At

$ 550

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Build Your Own Schedule

Instructor-Led Online Training Parameters

Course Highlights

Duration: 24 Hrs.
Subject Matter Expert
After Training Support
Lifetime E-Learning Access
Recorded Sessions
Free Online Assessments

One to One Training

Investments and Portfolio Management Training Course Syllabus

Curriculum Designed by Experts

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The Investments & Portfolio Management Training by Multisoft Virtual Academy is designed to equip finance professionals, analysts, and students with the knowledge and tools required to make informed investment decisions and manage financial portfolios effectively. This comprehensive course explores core concepts such as asset allocation, diversification, risk and return analysis, investment vehicles, and modern portfolio theory. Participants gain a strong foundation in understanding capital markets, equity and fixed-income instruments, mutual funds, and alternative investments. Through real-world examples and hands-on case studies, learners will develop the analytical skills needed to evaluate investment opportunities, construct optimal portfolios, and align investment strategies with client or institutional goals. The course also emphasizes the importance of risk management, performance measurement, and the role of behavioral finance in investment decision-making. Taught by industry experts with deep practical experience, this training is ideal for individuals aiming to enter or grow in the fields of wealth management, financial analysis, corporate finance, or asset management.

Whether you're preparing for a finance certification, managing a personal portfolio, or working in a professional investment role, this course will provide the strategic insight and practical tools needed to excel in the dynamic world of investments and portfolio management.

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

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

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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

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

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

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

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Asset allocation
Risk management
Diversification

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Fundamental
Technical analysis

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Hedging
Diversification
Asset allocation strategies.

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Portfolio performance measurement
Attribution analysis

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Psychological biases and their impact on investment decisions

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Investments and Portfolio Management Training Description

Understand fundamental concepts of investments and financial markets
Learn to evaluate different investment vehicles including stocks, bonds, mutual funds, and ETFs
Develop skills to construct and manage diversified investment portfolios
Master techniques in asset allocation and portfolio optimization
Apply modern portfolio theory and capital asset pricing models (CAPM)
Gain expertise in measuring and managing investment risk
Learn to analyze market trends and economic indicators
Enhance decision-making skills through scenario-based investment simulations

Finance Professionals
Portfolio Managers
MBA and Finance Students
Traders and Stock Market Enthusiasts
Bankers and Financial Planners
Entrepreneurs and Business Owners
Anyone interested in building and managing investment portfolios effectively

Basic understanding of financial concepts and markets
Familiarity with accounting and economic principles
Proficiency in using spreadsheets (e.g., Microsoft Excel)

Investments and Portfolio Management Training Certification

Multisoft Virtual Academy provides a globally recognized training certificate to the participants, after successful completion of a training program. The training certificates are recognized and accepted across the world.

Multisoft Virtual Academy's training certificate comes with lifetime validity.

Aspirants can directly enroll for the desired course from the Book Now Button in the course page. You can also connect on Whatsapp at +91 8130666206 to talk with a training advisor. Multisoft Virtual Academy also offers customized training programs on a wide range of domains and skills.

All training programs offered by Multisoft Virtual Academy are delivered by certified industry experts, who have years of experience in the relevant domains. Multisoft Global Subject Matter Experts impart knowledge on a wide variety of training courses through one –on-one and corporate training sessions.

Multisoft Virtual Academy training certification can help participants stand out in the competitive job market. Since the training certificates are internationally accepted, participants can showcase their skills and knowledge to employers across the world.

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Investments and Portfolio Management Corporate Training Certification

Interactive Virtual Training

Global Subject Matter Experts
Step-by –Step Learning Approach
Instant Doubt Clearing

Lifetime Access

Lifetime E-learning Access
Recorded Training Session Videos
Free Access to Practice Tests

24x7 Assistance

Help Desk Support
Doubt Resolution in Real-time
After Training Support

Hands on Experience

Project Based Learning
Learning based on real-life examples
Assignments and Practice Tests

Globally Recognized Certificate

Multisoft Training Certificate
Globally Recognized and Accepted
Lifetime Validity

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Investments and Portfolio Management Training FAQ's

Yes, upon successful completion of the course and assessments, participants will receive a globally recognized certificate from Multisoft Virtual Academy.

Microsoft Excel and other financial analysis tools will be used during the course to practice portfolio modeling and performance evaluation.

The training provides practical skills in investment and portfolio management, helping you qualify for roles such as financial advisor, investment manager, or portfolio analyst.

This training can lead to careers in investment banking, asset management, financial planning, corporate finance, and more.