Investment Analysis And Portfolio Management
- Course Duration3 months
- Learning FormatFlexible Learning
- Course Fee£ 125 GBP
Course Overview
The Investment Analysis and Portfolio Management course is designed to equip learners with a deep understanding of financial markets, investment strategies, and portfolio construction techniques. Whether you're an aspiring financial analyst, investment advisor, or a curious investor, this course will help you make informed decisions, assess risk, and optimise asset allocation for maximum returns. You’ll explore both theoretical foundations and practical tools used by professionals to analyse securities, construct portfolios, and evaluate performance in real-world financial environments.
Course Curriculum
- Basics of investment, types of assets, risk-return tradeoff, and portfolio theory overview.
- Overview of stock markets, bonds, mutual funds, derivatives, and other investment vehicles.
6 Hours
- Analyzing financial statements, company valuation, and macroeconomic factors.
4 Hours
- Charting techniques, trend analysis, and market indicators.
- Principles of diversification, asset allocation, and portfolio optimization.
- Identifying, measuring, and managing investment risks using various techniques.
- Evaluating portfolio performance using benchmarks, ratios, and attribution analysis.
4 Hours
- Understanding investor psychology and its impact on investment decisions.
6 Hours
- Long-term vs short-term investing, value investing, growth investing, and other strategies.
- Hands-on portfolio creation, management, and simulation using real data.
Skills Covered
- • Investment Decision-Making
- • Financial Statement Analysis
- • Portfolio Diversification
- • Risk Assessment and Management
- • Asset Valuation
- • Performance Measurement
- • Strategic Asset Allocation
Why join this program?
- • Industry-Relevant Curriculum designed by financial experts.
- • Practical Case Studies and real-world portfolio simulations.
- • Hands-on Tools & Models used by investment professionals.
- • Career Advancement in finance, banking, and asset management.
- • Certification of Completion to boost your CV and credibility.
Course Objectives/key Features
- • Understand key investment concepts and financial instruments.
- • Develop analytical skills to evaluate investment opportunities.
- • Construct and manage investment portfolios based on client or personal goals.
- • Interpret market trends and evaluate performance.
- • Apply risk-return principles to real-world investment scenarios.
Learning Outcomes
By the end of this course, learners will be able to:- • Analyse stocks, bonds, and alternative investment options.
- • Construct diversified portfolios aligned with risk and return expectations.
- • Apply asset pricing models and valuation tools.
- • Evaluate portfolio performance using standard benchmarks.
- • Identify and mitigate investment risks effectively.
Why Choose London Technology College?
- • Open to All – Whether you're brand new or brushing up your skills, our courses are designed to meet you where you are.
- • Practical Approach – Learn by doing, with hands-on exercises that reflect real-world office tasks.
- • Experienced Tutors – Our instructors bring real industry know-how and a passion for teaching.
- • Certificate of Completion – Add an accredited certificate to your CV or LinkedIn profile to boost your job prospects.
- • Flexible Learning Options – Study at your own pace, from anywhere in the world. Ideal for working professionals and international students seeking flexibility without compromising quality.
- • Job-Ready Skills – Get trained in tools and techniques that employers actually look for.
- • Support That Stays With You – Need help? Our team is here from start to finish—no question is too small.
- • Learn at Your Own Pace – Take your time or move quickly—the course is designed to adapt to your needs.
- • Hands-On Projects – Put your skills into action with tasks like reports, spreadsheets, resumes, and more
Certificate of Completion
Advance your career in finance with our comprehensive Investment Analysis and Portfolio Management programme at London Technology College. Designed for finance professionals, aspiring analysts, and investors, this course provides the essential tools and techniques for evaluating investment opportunities and managing diversified portfolios. You’ll learn to make informed decisions using risk-return trade-offs, financial models, and market insights. With practical case studies and real-world applications, you’ll gain the skills to succeed in today’s dynamic financial landscape.
Earn Your Certificate in Investment Analysis and Portfolio Management:
- • Industry-recognised certificate from London Technology College.
- • Hands-on training in real-world investment analysis and strategy.
- • Master portfolio theory, asset allocation, and risk management.
Frequently Asked Questions (FAQs)
Anyone interested in investing—students, entrepreneurs, career switchers, or finance professionals.
Basic knowledge of finance or economics is helpful but not required.
It blends both, featuring lectures, case studies, and portfolio management simulations.
You will be awarded a Certificate of Completion from London Technology College.
Yes, the course is 100% online with optional live sessions and downloadable resources.