Jump to Section

Course Overview

This course is for anyone seeking a clearer understanding of essential portfolio management concepts in a non-technical and unintimidating fashion.

 

Understand the key ingredients and techniques used by world-class investment managers. Obtain insight into the fundamentals of portfolio theory and risk-reward optimization that are cornerstones of successful investment portfolios. And find out why the majority of online investment gurus typically over-promise and under-deliver.

 

(Note that this course is not to be construed as a means of offering financial advice, but as an introduction to portfolio management concepts.)

Who Should Attend

This course is designed for anyone seeking to understand the essentials of investment portfolio management from a conceptual, non-technical perspective.

 

Business professionals seeking to enhance their understanding of investment theory, and professionals in the finance industry (e.g. relationship managers, financial advisors, asset managers) will find this course directly relevant. This course would also be beneficial for those considering a career shift towards the field of investment management.

 

Retail (non-professional) investors keen to augment their knowledge of portfolio management, as well as tertiary level students with an interest in investment, are also welcome to participate.

What You'll Learn

  • Building and managing portfolios via risk-reward optimisation
  • Differentiating across asset types, e.g. stocks, bonds, real estate, FX
  • Understanding portfolio levers: e.g. asset selection, sizing, timing, duration
  • How to manage portfolio risk
  • Blending passive and active management approaches
  • Avoiding common pitfalls, including the advice of self-styled online investment gurus

 

 

Level

 

Basic

 

 

Certification

 

Participants who meet at least 75% of the required course attendance and attempt the assessment will be awarded the Certificate of Completion.


For more information on course fee / schedule, or to apply,

Career Opportunities

This course is designed for anyone seeking to understand the essentials of investment portfolio management from a conceptual, non-technical perspective.

 

Business professionals seeking to enhance their understanding of investment theory, and professionals in the finance industry (e.g. relationship managers, financial advisors, asset managers) will find this course directly relevant. This course would also be beneficial for those considering a career shift towards the field of investment management.

 

Retail (non-professional) investors keen to augment their knowledge of portfolio management, as well as tertiary level students with an interest in investment, are also welcome to participate.

Lecturer/Trainer Profile

You May Also Be Interested In

Course Contact

  • 67881212
  • Monday - Thursday: 8:30am - 6:00pm
    Friday: 8:30am - 5:30pm
     
    Closed during lunchtime, 12:00pm - 1:00pm
    and on weekends and public holidays.

     

  • https://www.tp.edu.sg/tsa
  • Temasek SkillsFuture Academy (TSA)

    Temasek Polytechnic

    East Wing, Block 1A, Level 3, Unit 4

    21 Tampines Avenue 1,

    Singapore 529757

  • Temasek Polytechnic reserves the right to alter the course, modify the scale of fee, amend any other information or cancel a course with low enrolment.