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Portfolio Investment Analysis

An Interactive 5-Day Training Course

Portfolio Investment Analysis

Portfolio Investment Strategy and Financial Market

NASBA
Classroom Schedule
Date Venue Fees
25 - 29 May 2026 Amsterdam $ 5,950
31 Aug - 04 Sep 2026 Amsterdam $ 5,950
16 - 20 Nov 2026 London $ 5,950
Online Schedule
Date Venue Fees
25 - 29 May 2026 Online $ 3,950
27 - 31 Jul 2026 Online $ 3,950

Introduction

With significant growth of financial market around the world and the ability to invest across different asset classes including stocks, liquid funds, gold and other mutual funds, it is important to have the skill set required to analyse investments. A through investment analysis allows individuals or organisations to select profitable investment and reduce the risk.

This Portfolio Investment Analysis training offers opportunities for participants to enhance their knowledge of technical skills required in constructing a suitable portfolio with minimum variance. Participants will gain knowledge of capital market functionality and the correlation between different asset classes in the market.  In addition, the participants will learn how to evaluate the portfolio not just with hard data but also with the wisdom of an experienced investor.  

This GLOMACS Portfolio Investment Analysis training will highlight:

  • How to use statistical tools in data presentation.
  • Optimal debt to equity ratio.
  • Dividend decision policy.
  • Investment analysis.
  • Impact of economic indicators

Objectives

The Portfolio Investment Analysis training course aims to provide delegates with the knowledge of :

  • Different asset classes available in the financial market.
  • How to assess the risk and performance of the portfolio.
  • Knowledge of how economic indicators associated with the portfolios.
  • Analysis financial analysis of the investee companies.
  • Going public process.

Training Methodology

The philosophy of the training course is that finance is a “doing subject” and a “real life subject”. Each topic is supported by real world examples and the delegates will have the opportunity to apply the topics covered through class exercises. The use of Excel is critical in this training and a number of topics involves the use of spreadsheets.

Organisational Impact

By sending delegates on the Portfolio Investment Analysis training, your organisation will benefit by:

  • Providing your staff with exposure to financial products and techniques beyond their existing job role.
  • Providing your staff with up-to-date industry standard techniques for portfolio investment and risk assessment.
  • Transforming their Excel skills so that the leave with advanced knowledge of Excel for investment analysis.
  • Ability to identify the correlated risks among different asset classes.
  • Common pitfalls to avoid when constructing a portfolio.

Personal Impact

By attending this Portfolio Investment Analysis training course, you will:

  • Have a wider knowledge set of financial products
  • Have a greater awareness of selecting different asset class for constructing a portfolio.
  • Ability to analyse firms’ financials using Excel.
  • Measuring the “risk” and the ability to manage the risk.
  • Understanding of economic indicators and their impact on performance.

Who should Attend?

  • Financial market professionals seeking to widen their knowledge base of financial products and investment analysis
  • Upper middle and senior management who joined the industry 10+ years previously who are looking to update their skill set
  • Regulators looking to understand current trends in financial markets.
  • New entrant to financial industry willing the capital market and portfolio theory.
Course Outline
Day 1

Quantitative Methods

  • Application of statistical techniques to financial markets
  • Descriptive statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
  • Selecting an appropriate chart to represent data
  • Regression analysis
Day 2

Corporate Finance

  • Corporate Structure: Debt vs Equity
  • Corporate Governance
  • Mergers and Acquisitions
  • Investment Appraisal
  • The Dividend decision
Day 3

Financial Reporting and Analysis

  • A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
  • Ratio Analysis:
    • Industry metrics
    • Apple v Microsoft
    • Next v Tesco
Day 4

Economics

  • Key macroeconomic indicators
  • Macroeconomic policy tools
  • Exchange rate policy
  • Leading indicators and sentiment indicators
Day 5

Equity Investments

  • Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s.
  • IPO’s and rights issues
  • Market Indices
  • International Equity Market Linkages
Certificates
  • On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates.
  • Continuing Professional Education credits (CPE): In accordance with the standards of the National Registry of CPE Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

This training course is also a part of the 10-Day Titles
Options & Brochure
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What Our Clients Say

I really had a fantastic time during the lectures. The trainer was very patient in answering the questions and very knowledgeable on the subject matter too. Thank you Glomacs for the opportunity

- G. Mautin
Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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