Overview

"Investments & Funds (Level 2)" is an intermediate course focusing on advanced concepts in investment and fund management. Participants will define investment and financial market structures, explore private equity dynamics, apply valuation methods, utilize capital budgeting techniques, and examine securitization mechanics. The course covers value creation dynamics, private equity principles, valuation techniques, investment return measures, Sukuk, venture capital dynamics, portfolio management, and securitization fundamentals, providing participants with a comprehensive understanding of investment strategies and financial markets.

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Outcome

Define investment and financial markets’ structure and dynamics.


List the structure private equity.


Apply valuation methods such as DCF, DDM, Multiples.


Use capital budgeting techniques such NPV, IRR, PB.


Define securitization I – System Mechanics.

Details

Developed by: Beacon FinTrain

Standard Total Hours: 18 Hrs

Language: English - Bilingual "English & Arabic"

Modalities: 
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Outline

  • Value structures and dynamics
  • Value Concept,
  • Value Dynamics.
  • Regulatory environment; Impact and consequences.

  • Commodity fundsIntroduction to Private Equity
  • Private Equity Problems
  • Industry Dynamics
  • Market Participants and Interactions
  • Private Equity Funds

  • DCF
  • DDM
  • NAV
  • Multiples

  • NPV
  • IRR
  • Yield

  • Sukuk Concept
  • Sukuk Structure
  • Sukuk Taxonomy

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Who Should Attend

  • Intermediate-Level Investment Professionals:
  • Private Equity Practitioners:
  • Financial Analysts and Valuation Experts
  • Portfolio Managers and Investment Advisors
  • 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.