A Member of The CPD Certification Service (UK)
JSE e-CAMPUS CERTIFICATE COURSE IN STRATEGIC PORTFOLIO MANAGEMENT
* A Financial Services Commission (FSC) Approved Course *
The JSE e-Campus’ Certificate Course in Strategic Portfolio Management begins October 15, 2013.
COURSE OVERVIEW
The Jamaica Stock Exchange’s Certificate Course in Strategic Portfolio Management will be offered in a blended format, online and face-to-face, and will explore fundamental concepts in investment theory and their application to the development of financial investment strategies, securities valuation and the management of domestic and international investment portfolios. This Course places emphasis on understanding developments in modern portfolio theory, risk management, quantitative investment management, behavioral finance, financial regulation, the funds management industry, as well as other relevant areas of applied research in financial economics. The Course also examines financial modeling and strategic decisions for equity, fixed income, as well as global investment portfolios and briefly reviews the case for alternative investments. The significance of emerging markets in international investing is also explored.
TOPICS TO BE COVERED INCLUDE:
Ø Portfolio Management, Financial Markets and the Funds Management Industry – An overview
Ø The Portfolio Management Process and Portfolio Analysis
Ø Portfolio Theory, Behavioral Finance and Market Efficiency
Ø Equity Valuation and Portfolio Management
Ø Fixed Income Portfolio Management
Ø The need for, and Active Risk Management in the Portfolio Management Process
Ø Portfolio Management Issues for Alternative Investments
Ø Managing International Investment Portfolios
Ø Performance Analysis and Reporting
THIS COURSE IS IDEAL FOR, BUT NOT LIMITED TO:
· Actuaries
· Analysts
· Financial Advisors
· Fund Managers
· Institutional Investors
· Portfolio Managers
· Regulators
· Traders
ENTRY REQUIREMENTS
Certificate of Completion
· A First Degree in Management Studies, Finance or any other related Social Sciences Degree; OR
· JIM Securities Course or any other FSC-approved first level Course and at least three (3) years relevant experience within the financial services sector or a related field.
Certificate of Participation
· Sound educational background
· Individuals with an interest in Portfolio Management
COURSE FACILITATOR
Dr. Andrea Sutherland – Programme Director, Finance Division of the College of Business & Management, UTech
DURATION
October 15 – November 14, 2013
COST
$35,000.00 + GCT
LEVELS OF CERTIFICATION
1. Certificate of Participation
2. Certificate of Completion
For further details or to register, pleased contact Tamara Cox, Sales & Marketing Officer at 967-3271 or email tamarac@jamstockex.com.
