Overview

"Investments & Funds (Level 1)" provides a foundational understanding of investments, funds, and the financial markets. Participants will explore the investment environment, statistical and quantitative methods for investment assessments, sources of investment risks and returns, risk measurement techniques, and regulatory requirements such as Basel standards. The course covers key concepts in capital and money markets dynamics, quantitative analysis, regulatory compliance, and financial analysis to equip participants with essential skills for investment decision-making.

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Outcome

Identify the synopsis of the investment environment.


Explore the essential statistical and quantitative methods and techniques for investment assessments.


Identify the basic sources of investment risks and returns, within the financial markets and institutions’ context.


Examine the main techniques used in the measurement and quantification of risk and returns.


Survey the Basel requirements governing the investment context.

Details

Developed by: Beacon FinTrain

Standard Total Hours: 18 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Economic structures and dynamics; major economic indicators, the role of fiscal and monetary policies, regulatory environment, tools of intervention, and policies effects.
  • Business cycle and economic multipliers
  • Role of capital and money markets in fostering economic growth; tools, participants, and relevant regulations.

  • Private equityBasic mathematical and statistical background
  • Time value of money; annuity and perpetuity
  • Even and uneven cash flow problems

  • Interest Theory
  • Cash Flow Patterns Analysis
  • NPV

  • Understanding financial statements and the interrelationship between the statements of Balance sheet, income statements, cash flows, and owners’ equity
  • Assess financial ratios; profitability, liquidity, efficiency
  • Capital structure (cost of capital, WACC, dividends policy…)
  • Exploring business strategy and projections

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Who Should Attend

  • Finance and Investment Beginners
  • Financial Analysts
  • Investment Professionals
  • Professionals in Financial Services:

Why Beacon

Quality

Beacon FinTrain prioritizes excellence in every service, ensuring top-notch, reliable, and consistent outcomes that meet and exceed client expectations.

Specialization

We focus on finance, offering expert knowledge and bespoke solutions that cater to the unique needs of finance professionals in the Middle East and Africa.

Punctuality

Time is money. We respect deadlines, delivering precise and timely results to help our clients stay ahead in the fast-paced financial world.

Guidance

Beacon FinTrain is a guiding light in finance, providing insightful advice and support to navigate the complexities of financial markets and regulations.

Integrity

We uphold the highest ethical standards, fostering trust and transparency in all our dealings to build lasting relationships with clients.

Flexibility

Adapting to the dynamic finance sector, we offer versatile services and solutions that align with the evolving needs of our clients.