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FINANCIAL MARKET COURSES

Investment – An Introduction

Technical analysts use a number of tools and techniques in order to interpret price data. This course looks at such concepts as trend lines and support and resistance levels and their application. It also examines the meaning of volume and open interest and, finally, examines behavioural techniques that work in parallel with technical analysis.

  • OBJECTIVES

    On completion of this course, you will be able to:

    Identify a number of different perspectives on investment and some of the motives for investment

    List the key characteristics of various asset classes

    Recognize the risk-return trade-off and the main risks to which investors are exposed

  • COURSE OUTLINE

    Topic 1: Investment Basics

    Some Perspectives on Investment

    Definition of Investment

    Why Invest?

    o Differing Motivations

    Investing vs. Gambling

    o An Expert View

    Investment Perspectives

    o Finance

    o Economics

    Investors

    o Institutional Investors

    o Individual Investors (Retail)

    o Individual Investors (HWNIs)

    Passive vs. Active Investment

    Direct vs. Indirect Investing

    Topic 2: Investable Assets

    Asset Classes

    o Equities

    o Fixed Income

    o Cash & Cash-Equivalents

    o Alternative Assets

    Topic 3: Investment Risk & Return

    Trading Risk for Return

    Modern Portfolio Theory (MPT)

    o Attitude to Risk

    Alternatives to MPT

    o Behavioral Finance

    o Adaptive Markets Hypothesis (AMH)

    Investment Risk

    o Credit Risk

    o Interest Rate Risk

    o Reinvestment Risk

    o Market Risk

    o Liquidity Risk

    o Inflation Risk

    Leveraging

    o Using Borrowed Funds

    o Using Derivatives

  • PREREQUISITE KNOWLEDGE

  • ESTIMATED COMPLETED TIME

    60 Minutes

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