The study of investments is one of the most rewarding and intriguing pursuits in the field of finance. It is an area that has significance to both individuals and businesses.
The study of investments is the study of alternative opportunities and the evaluation of an investment’s expected return and risk. Businesses need to invest their excess cash, banks need to invest deposits and manage trusts, insurance firms need to invest premium payments, and individuals need to invest their savings.
This certification is designed to acquaint the student with the concepts of portfolio analysis in the general area of institutional investment management. The course discusses principles for managing investment assets that include equity and fixed-income securities.
These principles apply, for example, to managing corporate pension funds, bank-administered trusts, and other institutional funds. Students will learn how to establish appropriate investment objectives, develop optimal portfolio strategies, estimate risk-return tradeoffs, and evaluate investment performance. Many of the latest quantitative approaches are discussed.
To be certified as CIPM student should take up a 4 hour exam at the designated examination centers. The exam would consist of 80 multiple choice questions.
Module 1: Investment Analysis
Module 2: Portfolio Management
Module 3: Financial Statement Analysis
Module 4: Personal Finance