Investment Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Investment




Total 649 training courses and degree programs available around the world.

REITS

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course provides a brief overview of real estate investment trusts (REIT), which offer alternative means of investing away from securities.
There are three basic types of REITs that will be discussed: mortgage, equity, and hybrid. In addition to highlighting their functions and advantages, this course touches on the tax considerations inherent in REITs, and the various tax categories involved.

LEARNING OBJECTIVES:

�Learn about the nature and advantages of real estate investment trusts.
•Identify the three basic types of REITs: mortgage, equity, and hybrid.
•Understand the tax considerations involved in REITs, and the three categories for tax reporting: ordinary income, capital gains, and return of capital.

TOPICS COVERED: .

INTRODUCTION
LESSON 1: Real Estate Investment Trusts (REITS)

REGULATORY REQUIREMENT:
Please see the state/regulatory requirement from the course catalog page. .

SEAT TIME:
This course has been approved for 1 hour.

Different Types of Security Investments

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course is the perfect sampler plate for anyone seeking a broad overview of security investments. Understanding Different Types of Security Investments identifies seven types of investment products and reviews their variations, how they work, who they work best for, and other considerations that are important to both the financial professionals who sell them, and the investor using them as investment tools.

LEARNING OBJECTIVES:

�Identify cash and cash equivalent products, and their use and purpose to investors.
•Recognize the function of fixed income securities, and how each product acts as an investment.
•Understand the characteristics of equity securities, and their valuation.
•Distinguish the different methods of investment company management.
•Understand the structure and operation of mutual funds.
•Identify what derivative securities are and how they work.
•Recognize the risks and payoffs of international investing.
•Understand the purpose and function of Real Estate Investment Trusts (REITs), and ... [Read More]

Investments: International Securities

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course covers the risks and rewards faced by investors who chose to invest internationally. When one invests in companies outside of the United States, they must take into consideration various factors such as currency risk, different regulatory and operating policies, and ownership limitations by U.S. investors in certain foreign companies. The course will explore international investment products, review the various types of investments, how they work, who would be a suitable candidate for international investing, and other considerations that are important to both the financial professionals who sell them and the investor using them as investment tools.

Learning Objectives

Upon completion of this course, the student should be able to.
•Distinguish between investments in emerging and developed markets
•Understand the country classifications established by The World Bank
•Define American Depositary Receipts (ADRs) and describe their use and function
•Discuss the currency and political risks faced by investors

Thi... [Read More]

Investment Analysis

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course approaches investments from an analytical point of view, offering outlooks on risk, quantitative evaluation, strategies and portfolio management. Retirement plans and ERISA (Employee Retirement Income Security Act) are also discussed as investment options.

LEARNING OBJECTIVES:
•Learn the quantitative methods to evaluate investment
�Understand the Investment policy and strategy
�Understand the retirement plans and ERISA
�Learn about the risks involved, and how to manage a portfolio

TOPICS COVERED:

•Introduction
•Lesson 1: QUANTITATIVE METHODS TO EVALUATE INVESTMENTS
•Lesson 2 : INVESTMENT POLICY AND STRATEGY
•Lesson 3: RETIREMENT PLANS AND ERISA
•Lesson 4: RISKS
•Lesson 5: PORTFOLIO MANAGEMENT

Investment Risk and Policy

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

This course covers broad issues of investment risk and policy, including economic factors that affect investments. Further, the idea of investment risk is defined and expanded upon, and then applied to the concept of suitability.

LEARNING OBJECTIVES:
•Understand the economic factors affecting investments and investment risks
•Recognize price changes in the economy
•Be familiar with monetary and fiscal policy
•Identify international economic factors
•Learn about the suitability of investments to clients and investment company portfolio/risk characterisitics
•Know the kinds of investment risks and the concept of risk/reward
•Understand the term structure of interest rates
•Be acquainted with the investment objectives of clients
•Understand the financial statuses of clients and the risk tolerance of clients
•Define money market, income, growth, growth/income, aggressive growth bonds, and specialized bonds

TOPICS COVERED:
•LESSON 1: Economic Factors Affecting Investments
•LESSON 2 : I... [Read More]

Compliance Issues for Investment Bankers.

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

Investment Banking Broker/Dealers are often small boutique broker/dealers which conduct business as “limited broker/dealers.�These firms do not typically handle customer funds or securities in the same way a traditional brokerage firm would, yet Investment Banking Broker/Dealers are still subject to the same securities rules and regulations imposed by the U.S. Securities Exchange Commission (“SEC�, the National Association of Securities Dealers, Inc. (“NASD� and the various state regulatory jurisdictions, as their larger industry brethren. This often creates unique compliance challenges for the Investment Banking Broker/Dealer. .

This course has been developed to educate Principals and Administrative Staff of Investment Banking Broker/Dealers on these unique compliance challenges and how to address them before they result in inadvertent rule violations. Rule violations, whether intentional or not, often result in disciplinary action being taken by the NASD against the broker/dealer and its principals and may result in fines or suspensions.
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... [Read More]

Basics of Investing

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Anne Arundel Community College
Training Center(s)/Venue(s): Annapolis, Arnold, Baltimore, Edgewater, Gambrills, Hanover, Laurel, Severn, United States

Basics of Investing Learn what you need to know before purchasing a stock, bond or mutual fund. Examine some common myths about investing. Discover how to develop a plan to meet any financial goal.

Investment Portfolios

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University - Wisconsin
Training Center(s)/Venue(s): Appleton, Eau Claire, La Crosse, Madison, Wausau, United States

This course offers a detailed study of
investment portfolio construction, management, evaluation and protection,
paying specific attention to selection, diversification and valuation of
investment tools and evaluation of portfolio performance. Students explore
contemporary issues in portfolio management, including futures markets
and integrating derivative assets.

Investments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University - Wisconsin
Training Center(s)/Venue(s): Appleton, Eau Claire, La Crosse, Madison, Wausau, United States

This course introduces principles of investing,
including motivation, evaluation of an investment and descriptions of various
types of investments. Students analyze strategies employed by investment
professionals, learning how to use those strategies on both personal and
professional levels.

Investment Portfolios: Forecastingand Accountability

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University - Wisconsin
Training Center(s)/Venue(s): Appleton, Eau Claire, La Crosse, Madison, Wausau, United States

Students will review principles of investment used to
develop financial plans for individuals and businesses. Through analyses of
financial forecasting in a dynamic environment, students will be prepared to
create limited risk solutions. They will also examine accountability of financial
managers to their clients in a volatile market.

Investment Portfolios

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University Sioux Falls Campus
Training Center(s)/Venue(s): Sioux Falls, United States

This course offers a detailed study of
investment portfolio construction, management, evaluation and protection,
paying specific attention to selection, diversification and valuation of
investment tools and evaluation of portfolio performance. Students explore
contemporary issues in portfolio management, including futures markets
and integrating derivative assets.

Investments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University Sioux Falls Campus
Training Center(s)/Venue(s): Sioux Falls, United States

This course introduces principles of investing,
including motivation, evaluation of an investment and descriptions of various
types of investments. Students analyze strategies employed by investment
professionals, learning how to use those strategies on both personal and
professional levels.

Investment Portfolios: Forecastingand Accountability

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Globe University Sioux Falls Campus
Training Center(s)/Venue(s): Sioux Falls, United States

Students will review principles of investment used to
develop financial plans for individuals and businesses. Through analyses of
financial forecasting in a dynamic environment, students will be prepared to
create limited risk solutions. They will also examine accountability of financial
managers to their clients in a volatile market.

Investment Portfolios

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Minnesota School of Business & Globe University
Training Center(s)/Venue(s): Blaine, Minneapolis, Richfield, Rochester, Woodbury, United States

This course offers a detailed study of
investment portfolio construction, management, evaluation and protection,
paying specific attention to selection, diversification and valuation of
investment tools and evaluation of portfolio performance. Students explore
contemporary issues in portfolio management, including futures markets
and integrating derivative assets.

Investments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Minnesota School of Business & Globe University
Training Center(s)/Venue(s): Blaine, Minneapolis, Richfield, Rochester, Woodbury, United States

This course introduces principles of investing,
including motivation, evaluation of an investment and descriptions of various
types of investments. Students analyze strategies employed by investment
professionals, learning how to use those strategies on both personal and
professional levels.

Investment Portfolios: Forecastingand Accountability

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Minnesota School of Business & Globe University
Training Center(s)/Venue(s): Blaine, Minneapolis, Richfield, Rochester, Woodbury, United States

Students will review principles of investment used to
develop financial plans for individuals and businesses. Through analyses of
financial forecasting in a dynamic environment, students will be prepared to
create limited risk solutions. They will also examine accountability of financial
managers to their clients in a volatile market.

CISI (Certificate)

Course Format: On-Site / In-House / Private Tutoring
School/Trainer: Get Through Guides Pvt. Ltd.
Training Center(s)/Venue(s): Pune, India

CISI is the largest and most widely respected professional body for those who work in the securities and investment industry. Courses being offered:

â—¦Fundamentals of Financial Services (FFS)
â—¦Introduction to Securities and Investments
â—¦Investment Operations Certificate (IOC)

Introduction to Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

This course provides a comprehensive, non-mathematical introduction to the key elements of investment management.

Specifically, participants will be able to:
•Understand what institutional investors are and how they operate
•Identify the characteristics of the principal asset classes
•Identify and distinguish between the principal investment products
•Understand the importance of establishing investor preferences
•Understand the basic principles of portfolio construction
•Distinguish between active and passive portfolio strategies and styles
•Differentiate between equity and fixed income management styles
•Understand the interaction between institutional investors and brokers/investment banks

Target Audience

Entry-level delegates that wish to develop a broad understanding of the investment management industry and the role that it plays in today’s markets. This course will be of particular benefit to those starting within the investment management industry and those that deal with the financial services... [Read More]

CISI Private Client Investment Advice and Management (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

•Financial advice within a regulated environment
•Investment taxation
•Financial markets
•Trust and trustees
•Financial instruments and products
•Principles of financial advice
•Portfolio performance and review


Who takes the CISI PCIAM?

Passing the CISI PCIAM demonstrates the ability to identify clients&,#146, needs and provide solutions to those needs. If you&,#146,re considering taking this qualification you&,#146,re advised to have significant practical experience before attempting it. It is designed to enable existing FSA-authorised practitioners to demonstrate their broad understanding of the principles of private client investment advice, within the context of the current regulatory environment.

Why enrol in the CISI PCIAM?

The CISI PCIAM is the preferred route to RDR compliance for those existing advisers authorised prior to 2009, although it requires some gapfill to meet the RDR requirements fully. It is also being used by those who have gained RDR compliance through the Inves... [Read More]

CISI Diploma in Investment Compliance

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The CISI Diploma in Investment Compliance is designed for compliance professionals looking to increase their knowledge and enhance their professional standing. It&,#146,s also suitable if you work in the financial services industry and you want to gain a greater understanding and knowledge of the regulatory regime, or if you&,#146,re a professional advisor who has an interest in financial services. It is relevant for both wholesale and retail firms.

Why enrol on the CISI Diploma in Investment Compliance?

The Diploma in Investment Compliance is a globally recognised qualification and is accredited by Ofqual as the CISI Level 6 Diploma in Investment Compliance.

The qualification is globally portable and designed to address the needs of an international market place. Upon successful completion you will have the right to use the professional designatory letters ASI.

What&,#146,s on the syllabus?

The CISI Diploma in Investment Compliance is made of three modules. You must pass all three to be awarded the diploma:Read More]

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