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Home All Courses CPFM Certificate in Portfolio Management
4.9

CPFM Certificate in Portfolio Management

1 alternative location(s) available

Course Overview

Many theoretical building blocks underpinning the history of Portfolio Management have been sorely tested in recent years. Are Markets ’efficient’? Do we live in a statistically ‘Normal’ world? What happened to ‘Risk Free Rates of Return’? These important issues will be addressed, from a practical perspective, to understand how today’s Managers deal with such challenges. Understanding how Portfolio Managers navigate the Financial Markets is key to this programme. The management of Investor expectation is as important as the management of their funds.

1 alternative location(s) available

01

05

Run This Course

Enjoy this certified

program at your premise of choice, with lower costs, and schedule that suits you best.

FULLY CUSTOMIZED

ACCORDING TO YOUR NEEDS!

5 Key Takeaways

1

Excel tools to measure Performance attribution & Portfolio optimization.

Interactive group-based exercises in a competitive environment.

2

3

A practitioner viewpoint to bridge the gaps between theories & market realities.

Daily wrap-up exercise to reinforce the main learning points.

4

5

Globally recognized CPM Designation from IABFM.

02

05

See What’s Inside Our 2022 Catalog

Course Outline

DAY ONE

Modern Portfolio Theory and Efficient Markets - still relevant today?

Portfolio Performance Measurement & Attribution Analysis

The impact of Behavioral Finance on Investing Strategies

Investing in Bonds – What you need to know

DAY TWO

Investing in Equities – Understanding the dynamics of the Asset Class

An Introduction to Exchange Traded Funds – The new Investing Paradigm

Exchange Traded Funds in practice – an evolving universe

Asset Allocation – A High Net Worth Private Client Perspective

DAY THREE

EDUCATIONAL PARTNER

LEORON - Professional Development Institute

Built upon the strong experience in the manufacturing sector, which the founders developed in Sweden during the 90’s global expansion, LEORON evolved into a comprehensive training institute, offering training and development solutions in all strategic corporate functions, including corporate finance, HR, SCM, operations, and engineering.

With strategic distribution of our offices in leading locations, such as Dubai, Riyadh, Jonkoping, Skopje, Accra, and Almaty, our team of experts delivers approximately 500 courses annually, and roughly 10000 professionals are equipped with appropriate education and the latest insights in a wide assortment of industries across the EMEA region.

03

05

Introducing LEORONʼs mobile app!

Ta3leem

Your Professional Development

Institute in the palm of your hand!

WEBADVISOR • MOODLE • COURSE SCHEDULE •

COURSE CATALOG • STUDENT SERVICES • AND MORE!

NOW AVAILABLE

Who Should Attend?

This highly practical and interactive course has been specifically designed for:

Portfolio managers, Trustees, Institutional investors, High Net Worth Individuals, Risk Managers, Wealth Managers, Fund of funds managers, Research analysts, CEO’s of asset management companies, Directors of asset management companies, Pension funds consultants, Private Clients Managers, Finance ministry officials, Private equity and Venture Capital managers, Hedge fund managers, Chief Financial Officers, Corporate lawyers, Financial journalists, Market commentators, Asset Management compliance officers, Parliamentary representatives, Fund Accountants, Fund auditors.

04

05

05

05

Reviews

Submit Review

Overall rating *

Add a photo

REVIEW SUBMITED-THANK YOU

We are processing your review. This may take several days, so we appreciate your patience. We will notify you when this is complete.

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FREQUENTLY ASKED QUESTIONS

Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.

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6. SHRM recertification credits

The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +971 4 447 5711 or [email protected].

The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.

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Home All Courses CPFM Certificate in Portfolio Management
4.9

CPFM Certificate in Portfolio Management

1 alternative location(s) available

Course Overview

Many theoretical building blocks underpinning the history of Portfolio Management have been sorely tested in recent years. Are Markets ’efficient’? Do we live in a statistically ‘Normal’ world? What happened to ‘Risk Free Rates of Return’? These important issues will be addressed, from a practical perspective, to understand how today’s Managers deal with such challenges. Understanding how Portfolio Managers navigate the Financial Markets is key to this programme. The management of Investor expectation is as important as the management of their funds.

1 alternative location(s) available

01

05

Run This Course

Enjoy this certified

program at your premise of choice, with lower costs, and schedule that suits you best.

FULLY CUSTOMIZED

ACCORDING TO YOUR NEEDS!

5 Key Takeaways

1

Excel tools to measure Performance attribution & Portfolio optimization.

Interactive group-based exercises in a competitive environment.

2

3

A practitioner viewpoint to bridge the gaps between theories & market realities.

Daily wrap-up exercise to reinforce the main learning points.

4

5

Globally recognized CPM Designation from IABFM.

02

05

See What’s Inside Our 2022 Catalog

Course Outline

DAY ONE

Modern Portfolio Theory and Efficient Markets - still relevant today?

Portfolio Performance Measurement & Attribution Analysis

The impact of Behavioral Finance on Investing Strategies

Investing in Bonds – What you need to know

DAY TWO

Investing in Equities – Understanding the dynamics of the Asset Class

An Introduction to Exchange Traded Funds – The new Investing Paradigm

Exchange Traded Funds in practice – an evolving universe

Asset Allocation – A High Net Worth Private Client Perspective

DAY THREE

EDUCATIONAL PARTNER

NASBA - National Association of State Boards of Accountancy

03

05

Introducing LEORONʼs mobile app!

Ta3leem

Your Professional Development

Institute in the palm of your hand!

WEBADVISOR • MOODLE • COURSE SCHEDULE •

COURSE CATALOG • STUDENT SERVICES • AND MORE!

NOW AVAILABLE

Who Should Attend?

This highly practical and interactive course has been specifically designed for:

Portfolio managers, Trustees, Institutional investors, High Net Worth Individuals, Risk Managers, Wealth Managers, Fund of funds managers, Research analysts, CEO’s of asset management companies, Directors of asset management companies, Pension funds consultants, Private Clients Managers, Finance ministry officials, Private equity and Venture Capital managers, Hedge fund managers, Chief Financial Officers, Corporate lawyers, Financial journalists, Market commentators, Asset Management compliance officers, Parliamentary representatives, Fund Accountants, Fund auditors.

04

05

05

05

Reviews

Submit Review

Overall rating *

Add a photo

REVIEW SUBMITED-THANK YOU

We are processing your review. This may take several days, so we appreciate your patience. We will notify you when this is complete.

RELATED COURSES

Financial Services

CBM Certified Branch Manager

4.8

Feb 06 - 08, 2022

LIVE, Virtual Training

Plus sign

21 NASBA CPE credits

Calendar logo

3 days

The branch manager is required to demonstrate considerable skill sets which includes good financial understanding, people management skills, ability to bring in sales revenues and retain current customers, whilst adhering to changing regulations and policy parameters. Within this course training will be delivered in order to enhance management, coaching and leadership skills to further improve the present and aspire for the future.

Financial Services

CIB Certificate in Investment Banking

Business Valuation, Deal Structuring, Cash-Flow Analysis, LBO Analysis & Mergers and Acquisitions.

4.8

Feb 20 - 24, 2022

LIVE, Virtual Training

Plus sign

Calendar logo

5 days

CIB Certificate in Investment Banking

Business Valuation, Deal Structuring, Cash-Flow Analysis, LBO Analysis & Mergers and Acquisitions.

Financial Services

CBTM Certificate in Banking Treasury Management

4.8

Feb 20 - 24, 2022

LIVE, Virtual Training

Plus sign

35 NASBA CPE credits

Calendar logo

5 days

The aim of this course is to assist bank staff in acquiring the conceptual and practical tools relatingto treasury activities in a financial institution. Through class discussion and by use of case studies, participants are challenged to understand the competitive markets in which treasury performs, as well as the relationship between risk and return in treasury activities. The objective is to understand where the treasury function fits into, and contributes to the success and sustainability of, their institutions.

Financial Services

CCVM Certified Company Valuation Modeller

4.8

Feb 27 - 03, 2022

LIVE, Virtual Training

Plus sign

21 NASBA CPE credits

Calendar logo

5 days

This intensive five-days workshop offers in-depth and practical analysis of the different valuation techniques that can be used to value different entities. It will also examine the use of real options modeling that are used to value patents, contracts, natural resources and for various other applications. The workshop will focus on the framework that can be used to pick the right model for any task and it will also extensively expose delegates to the modeling of various real life valuation cases. Companies are valued for the purposes of invest...

FREQUENTLY ASKED QUESTIONS

Most of our public courses are delivered in English language. You need to be proficient in English to be able to fully participate in the workshop and network with other delegates. For in-house courses we have the capability to train in Arabic, Dutch, German and Portuguese.

LEORON Institute partners with 20+ international bodies and associations.
We also award continuing professional development credits (CPE/PDUs) for:
1. NASBA (National Association of State Boards of Accountancy)
2. Project Management Institute PDUs
3. CISI credits
4. GARP credits
5. HRCI recertification credits
6. SHRM recertification credits

The deadline to register for a public course is 14 days before the course starts. Kindly note that occasionally we do accept late registrations as well, but this needs to be confirmed with the project manager of the training program or with our registration desk that can be reached at +971 4 447 5711 or [email protected].

The course fee covers a premium training experience in a 5-star hotel, learning materials, lunches & refreshments, and for some courses, the certification fee and membership with the accrediting bodies.

Yes, we can provide discounts for group bookings. If you would like to discuss a discount on a corporate level, we will be happy to talk to you.

Radiating Social