School of Banking & Finance

NZ_007_Investment Analysis

BA
Instructor

Beltone Academy

Last Updated

July 20, 2025

0 /0

About Course

About the Program:

Program Overview

Investment analysis is the process of evaluating potential investments to determine their suitability for an investor’s goals and risk tolerance.

It involves assessing various factors to make informed decisions about whether to buy, hold, or sell an investment. The goal is to maximize returns while managing risk effectively.

By the end of this This intensive and highly-structured 5-day program participants will be able to:

  • Provide the participants with an in-depth knowledge about the scope and trends of investments in Asia and worldwide.
  • Comprehend the various ongoing trends in the international markets that affect investment analysis, e.g., globalization, securitization and financial engineering.
  • Recognize the wide gamut of investment products either in the cash market or off-balance sheet market.
  • Interpret the different economic variables and the business cycles that have a major bearing on investments and investment analysis.
  • Comprehend the company analysis through proper financial statements as well as industry analysis.
  • Clarify the mechanics and modus operandi of Initial Public Offerings (IPOs) and Private Placements.
  • Illustrate the theoretical and practical process of mergers and acquisitions.
  • Provide the participants with full coverage of the various traditional and contemporary methods and approaches for pricing and valuation.
  • Identify the scope of the new wave of instruments dubbed as alternative approaches for fund raising, i.e. Hedge Funds, Venture Capital, and Private Equity.
  • Clarify the importance and significance of wide coverage of financial derivatives and how investment analysts are using them for consulting purposes.
  • Investment Analysts
  • Investment Banking Officers
  • Commercial Bankers
  • Financial Analysts
  • CFOs
  • CEOs
  • Finance Directors
  • Dealers
Day1: 
  • Main Themes of Investments
  • Money Markets Instruments
  • Debt Markets Instruments

Day 2:
  • Equity Markets
  • Stock & Bond Market Indices
  • Securities Trading

Day 3:
  • Security Analysis- Overview
  • Equity Valuation
  • Financial Statement Analysis

Day 4:
  • Valuation of Fixed-Income Securities
  • Applications of Investment Analysis (Part 1)
  • Applications of Investment Analysis (Part 2)

Day 5:
  • Derivatives- Overview
  • Swaps Markets
  • Options Markets
  • Futures
 

Face to Face

5 Days

Instructor Bio

BA
Beltone Academy
0 Rating 34 Programs 0 Learners

This Program includes:
Duration 60h
Skill Level All Levels
Language English
... February 28, 2025
Certificate Yes
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