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Portfolio management and Investment administration

The price of this course is USD: 90.00 - Next available courses: #5 02/02/2026 - #6 16/02/2026

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Description

The starting point is the study, comprehension, and understanding of how the system works, its components and their interactions, and the tools for analysis that form the basis for analyzing investment strategies. This will equip them to manage and administer investment portfolios.

Syllabus

Unit 1: Market: Composition, Roles, and Structure Unit 2: Investment Instruments; Concept of Profitability and Opportunity; Portfolio Construction Unit 3: Technical and Fundamental Analysis: Concepts, Theories, and Tools for Portfolio Construction Unit 4: Derivatives, Futures, and Options; Hedging Operations Unit 5: Risk Planning; Investor Psychology; Risk; Analyst Ethics

Recipients

This course is for anyone who wants or needs to learn more about available investment options, value financial assets, analyze risks, define investment strategies, and manage their own or others' portfolios. Prerequisites: Basic reading and writing skills in Spanish and basic math skills.

Duration

6 weeks
Workload:
54 Total Hours
Course Dates
Trading Analytics schedules the courses and publishes the dates in the website menu under the courses section

Exams

Students will have two evaluation instances throughout the course: the first partial in each thematic unit along with a self-evaluation instance that is included in the notes-reading material of each one, and at the end an integrative evaluation that will be of all the thematic units that we cover.

certificates

The certificates we issue are not endorsed by any educational institution; they are solely based on our knowledge and are issued as proof of the student's attendance and evaluation. Our quality objectives require us to emphasize learning rather than certifications. However, some participants overvalue certification over learning.