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WIZAPE
Apprentice Mode
10 Modules / ~100 pages
Wizard Mode
~25 Modules / ~400 pages

Principles of Investment Analysis and Portfolio Management
( 24 Modules )

Module #1
Introduction to Investment Analysis
Overview of the investment process and importance of investment analysis
Module #2
Financial Markets and Instruments
Types of financial markets and instruments, including stocks, bonds, and derivatives
Module #3
Financial Statements and Ratio Analysis
Understanding financial statements and using ratio analysis to evaluate company performance
Module #4
Time Value of Money
Concepts of present and future value, annuities, and amortization
Module #5
Risk and Return
Understanding risk and return, including expected return, risk premium, and diversification
Module #6
Asset Classes and Investment Vehicles
Overview of asset classes, including stocks, bonds, real estate, and alternative investments
Module #7
Security Analysis
Fundamental and technical analysis of individual securities, including stock and bond valuation
Module #8
Industry and Company Analysis
Analyzing industries and companies, including competitive analysis and financial statement analysis
Module #9
Portfolio Theory and Diversification
Introduction to modern portfolio theory and the importance of diversification
Module #10
Efficient Market Hypothesis
Understanding the efficient market hypothesis and its implications for investment decisions
Module #11
Behavioral Finance
The impact of psychology on investment decisions and market behavior
Module #12
Portfolio Construction
Building and managing a portfolio, including asset allocation and security selection
Module #13
Performance Measurement and Evaluation
Measuring and evaluating portfolio performance, including benchmarking and attribution analysis
Module #14
Risk Management
Identifying and managing risk, including hedging and derivatives
Module #15
International Investing
Investing in international markets, including currency risk and country risk
Module #16
Alternative Investments
Overview of alternative investment classes, including private equity, real estate, and commodities
Module #17
Ethics and Professional Standards
Ethical considerations in investment analysis and portfolio management
Module #18
Taxation and Regulation
Impact of taxation and regulation on investment decisions and portfolio management
Module #19
Retirement Planning and Wealth Management
Investment strategies for individual investors, including retirement planning and wealth management
Module #20
Portfolio Rebalancing and Monitoring
Ongoing portfolio management, including rebalancing and monitoring
Module #21
Advanced Portfolio Optimization Techniques
Using optimization techniques to improve portfolio performance
Module #22
Machine Learning and Artificial Intelligence in Investing
Applications of machine learning and AI in investment analysis and portfolio management
Module #23
Sustainable and ESG Investing
Incorporating environmental, social, and governance factors into investment decisions
Module #24
Course Wrap-Up & Conclusion
Planning next steps in Principles of Investment Analysis and Portfolio Management career


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