- Subject: Investment
- Fees: $100
- CPD: 2 Hours
- Prerequisites: Basic Accounting
- Advance preparation: None
- Course Level: Intermediate
- Delivery Method: E-Learning
- Language: English
Course description
This course provides the student with the knowledge, confidence, and strategies necessary to apply modern portfolio concepts and manage your own portfolio.
Learning objectives
Modern Portfolio Concepts
- Understand portfolio objectives and the procedures used to calculate portfolio return and standard deviation.
- Discuss the concepts of correlation and diversification and the key aspects of international diversification.
- Describe the components of risk and the use of beta to measure risk.
- Explain the capital asset pricing model (CAPM) conceptually, mathematically, and graphically.
- Review the traditional and modern approaches to portfolio management.
- Describe portfolio betas, the risk-return tradeoff, and reconciliation of the two approaches to portfolio management.
Managing Your Own Portfolio
- Explain how to use an asset allocation scheme to construct a portfolio consistent with investor objectives.
- Discuss the data and indexes needed to measure and compare investment performance.
- Understand the techniques used to measure income, capital gains, and total portfolio return.
- Use the Sharpe, Treynor, and Jensen measures to compare a portfolio’s return with a risk-adjusted, market-adjusted rate of return and discuss portfolio revision.
- Describe the role and logic of dollar-cost averaging, constant-dollar plans, constant-ratio plans, and variable-ratio plans.
Assessment
This course is delivered in the Moodle Learning Management System (MLS), with access for a duration of 90 days from the date of enrollment. Instructional materials, including voice-over PowerPoint presentations, videos, and additional reading materials, are provided throughout the course.
Attendance/Participation — Full attendance is required to complete the E-Learning Activities course. Participation in ‘Thinking Break’ activities and exams serves as the elements for attendance. Each PowerPoint slide is set with a minimum viewing time before students can advance to the next slide. At each subsection of the slides, students are required to engage in ‘Thinking Break’ activities before proceeding to the next subsection. After completing all reading and viewing assignments, students must attain at least a grade of 70% on the exams to successfully complete the E-Learning course.
