Training on Portfolio management Course

Course Overview

Course Introduction

This refers to the managing of one’s assets or investments under the guidance of
experts such as portfolio managers in order for the individual/institution to earn
maximum profit within a specified time frame.

Course Duration

10 Days

Who Should Attend

Personnel officers, public relations professionals, event’s organizers, personal assistants, employees in the hospitality business and all those whose position requires dealing and interacting with important persons in both government and private sectors.

Course Objectives

By the end of the course, participants will be able to:

• Explain how to behave correctly in both business and social situations
• Describe how to interact and communicate effectively with different types of guests
• Demonstrate appropriate personal and professional conduct
• Plan VIP visits and formal occasions while executing the role of the ideal host
• Apply proper communication etiquette
• Implement different variations in protocol and etiquette from different cultures, nations and regions
• Schedule and plan for an event effectively
• Troubleshoot event plans to identify potential problem areas before they emerge
• Adopt the appropriate protocols
• Understand events budgeting and costs management
• Identify appropriate event marketing media for planned events
• Understand event safety practices and regulations
• Ensure adoption of effective communication channels and techniques in events.
• Understand post-event management requirements

Course Outline

Topics to be covered

General introduction to investment and portfolio Management;

1. Prerequisite knowledge of portfolio management;
2. General introduction and general practices;
3. Key players in Kenyan Market;
4. Structuring and valuation of portfolio;
5. Reporting and compliance;
6. Good practices of PM;
7. Portfolio diversification
8. Performance measurement and attribution
9. Portfolio Documentation

Traditional and Modern Portfolio management Theories

1. Systematic vs. Unsystematic Risk
2. Diversification
3. Deriving beta
4. Performance measurement and attribution

The investment Decision Making Process:

1. Balancing risk and reward
2. Roles of financial advisors and portfolio managers
3. Life cycle investing
4. Principle risk and real returns
5. Creating portfolios for institutions and individuals

Portfolio management methods:

• Overview Coverage of Project Management
• Steps In Project Management
• Thought Leadership Project Management
• Skills Of A Good Project Manager
• SWaterfall Project Management
• QERT Project Management
• SCollaborative Project Management

Methodology

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web-based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

Certification

Upon successful completion of this training, participants will be issued with Steady Development Centre certificate.

Training Venue

The training will be held at Steady Development Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch. All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

Accommodation and Airport Pickup

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email: training@steadydevelopmentcentre.com

Mob: +254 718108851

Tailor-made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our Steady Development Centre or at a convenient location.

Payment

 The course fee payment should be transferred to Steady Development Centre account through bank, 3 days before commencement of course so as to enable us to prepare better.
date.

For further inquiries, please contact us on:

Tel: +254 718108851

Email: training@steadydevelopmentcentre.com

Our Upcoming Training Schedule