Course overview
This ten-day advanced diploma takes participants from first principles to confident, independent application of Investment Analysis and Portfolio Management. Week one builds the technical foundation and standards; week two moves to advanced methods, risk, quality and digital tools, ending with an integrated group project.
The programme suits professionals who want a structured, in-depth qualification and a portfolio of applied work they can use in their organisation.
Learning objectives
- Master the full body of knowledge of Investment Analysis and Portfolio Management
- Apply standards, regulations and codes in real projects
- Carry out calculations, analysis and design checks independently
- Integrate risk, quality and safety considerations
- Use modern digital tools and emerging practice
- Deliver an applied project with measurable outcomes
Who should attend
Finance managers, accountants, auditors, controllers, analysts and risk officers.
Daily outline
- Day 1Foundations of Investment Analysis and Portfolio Management
- Day 2Standards, regulations and terminology
- Day 3Core techniques and tools
- Day 4Data, calculations and analysis
- Day 5Week-one workshop and progress assessment
- Day 6Advanced methods and design considerations
- Day 7Risk, quality and safety aspects
- Day 8Digital tools and emerging practice
- Day 9Integrated case study and group project
- Day 10Project presentations, final exam and certification
Training methodology
Interactive instructor-led sessions, worked examples, group exercises, real case studies, daily quizzes and pre/post assessments. Online sessions run live with the instructor, with recordings and digital materials.
Certificate: ITQAN Global Training certificate of completion for participants who meet attendance requirements and pass the assessment.
Dates and venues 2027–2030
| Date | Venue | Fee | |
|---|---|---|---|
| 15–26 Feb 2027 | Abu Dhabi | $8,750 | Register |
| 12–23 Jul 2027 | Live online | $4,950 | Register |
| 11–22 Oct 2027 | Accra | $8,750 | Register |
| 7–18 Feb 2028 | Prague | $8,750 | Register |
| 7–18 Aug 2028 | Live online | $4,950 | Register |
| 18–29 Dec 2028 | Marrakech | $8,750 | Register |
| 1–12 Jan 2029 | Houston | $8,750 | Register |
| 11–22 Jun 2029 | Live online | $4,950 | Register |
| 17–28 Sep 2029 | Amsterdam | $8,750 | Register |
| 11–22 Feb 2030 | Sydney | $8,750 | Register |
| 3–14 Jun 2030 | Live online | $4,950 | Register |
| 9–20 Sep 2030 | Munich | $8,750 | Register |
Need other dates or another city? We run this course on demand for groups, anywhere in the world. Corporate & Custom →