Amasu Otshalomali kanye Nokuphathwa Kwephothifoliyo
( 30 Amamojula )

module #1
Isingeniso Samaqhinga Otshalomali Nokuphathwa Kwephothifoliyo
Uhlolojikelele lwesifundo, ukubaluleka kwamasu otshalomali, nokuphathwa kwephothifoliyo

module #2
Izinhlobo Zotshalomali
Uhlolojikelele lwezinhlobo ezahlukene zokutshalwa kwezimali:stocks, bond, ETFs, mutual izimali, nokunye ukutshalwa kwezimali

module #3
Ingozi kanye Nokubuyisela
Ukuqonda ubungozi nembuyiselo, okuhlanganisa izibalo kanye nemithelela yephothifoliyo

module #4
I-Portfolio Theory
Isingeniso kuthiyori yephothifoliyo yesimanje, okuhlanganisa ukuhlukahluka kanye nomngcele osebenzayo

module #5
Ukwabiwa Kwempahla
Amasu okwabiwa kwempahla amaqhinga namaqhinga, okuhlanganisa izinzuzo nemikhawulo

module #6
Amasu Okwehlukahlukana
Izinhlobo zokuhlukahluka, okuhlanganisa isigaba sempahla, isitayela, nokuhlukahluka kwendawo

module #7
Amasu Okukhetha Impahla
Ukuhlaziywa okuyisisekelo nobuchwepheshe bokukhethwa kwesitoko, okuhlanganisa inani, ukukhula, namasu omfutho

module #8
Amasu Otshalomali Bond
Uhulumeni, izinkampani, namasu ebhondi enesivuno esikhulu, okuhlanganisa ubude besikhathi nobungozi besikweletu

module #9
Amasu Okutshalwa Kwezimali Okuhlukile
Uhlolojikelele lokunye ukutshalwa kwezimali, okuhlanganisa izindlu ezithengiswayo, izimpahla, kanye ne-hedge funds

module #10
I-Portfolio Optimization Techniques
Ukuthuthukisa okuhlukile, imodeli ye-Black-Litterman, namanye amasu okuthuthukisa

module #11
Izihloko Ezithuthukisiwe Zokuphathwa Kwephothifoliyo
Ingcuphe yemali, ingcuphe yomsila, nezinye izihloko ezithuthukisiwe ekuphathweni kwephothifoliyo

module #12
Izimali Zokuziphatha kanye Nezengqondo Yabatshalizimali
Ukuqonda ukuchema komqondo kanye nemithelela yemizwa ezinqumweni zokutshala izimali

module #13
I-Tax-Efficient Investing
Amasu okunciphisa izikweletu zentela kuma-investment portfolios

module #14
ESG and Sustainable Investing
Uhlolojikelele lokucatshangelwa kwezemvelo, inhlalo, kanye nokubusa (ESG) ezinqumweni zokutshala izimali

module #15
I-Portfolio Performance Measurement and Evaluation
Amamethrikhi kanye nokuhlaziywa kwesibaluli sokuhlola ukusebenza kwephothifoliyo

module #16
Izindlela Zokulawula Ubungozi
I-Hedging, amasu okulahlekelwa kokuyeka, namanye amasu okulawula ubungozi

module #17
Active vs. Passive Management
Impikiswano nokuqhathanisa izindlela ezisebenzayo nezingenzi lutho zokuphatha utshalomali

module #18
Case Studies in Portfolio Management
Izibonelo zomhlaba wangempela kanye nezibonelo zamasu okuphatha iphothifoliyo

module #19
Izitatimende Zenqubomgomo Yokutshalwa Kwezimali
Ukudala nokusebenzisa izitatimende zenqubomgomo yokutshalwa kwezimali kwabantu ngabanye kanye izikhungo

module #20
I-Portfolio Rebalancing and Tax-Loss Harvesting
Amasu okulinganisa kabusha kanye nokuvuna ukulahlekelwa kwentela kuma-investment portfolios

module #21
Izihloko Ezithuthukisiwe Kumasu Okutshala izimali
Ukutshalwa kwezimali okusekelwe ku-Factor-based, i-smart beta, nokunye okuthuthukisiwe izihloko

module #22
Fintech and Investment Management
Impact of fintech on investment management, including robo-advisors and digital platforms

module #23
Regulatory Environment and Compliance
Uhlolojikelele lwendawo elawulayo kanye nezindaba zokuhambisana nokuphathwa kokutshalwa kwezimali

module #24
Izimiso Zokuziphatha Namazinga Omsebenzi
Ukucatshangelwa kwezimiso zokuziphatha kanye namazinga ochwepheshe ekuphathweni kokutshalwa kwezimali

module #25
Ukuxhumana Kwekhasimende Nokuphathwa Kobudlelwano
Ukuxhumana okuphumelelayo nokuphathwa kobudlelwane namakhasimende

module #26
Ukuthuthukiswa Kwebhizinisi Nokumaketha
Amasu okuthuthukiswa kwebhizinisi nokumaketha ekuphathweni kokutshalwa kwezimali

module #27
Practice Management and Operations
Izindlela ezihamba phambili zokuphatha kanye nokusebenza kumafemu okuphatha utshalomali

module #28
Amathrendi embonini neziqondiso zesikhathi esizayo
Amathrendi amanje nekusasa iziqondiso zamasu okutshalwa kwezimali kanye nokuphathwa kwephothifoliyo

module #29
I-Capstone Project:Developing an Investment Strategy
Iphrojekthi esetshenziswayo lapho abafundi bathuthukisa futhi bethula isu lokutshala izimali

module #30
Ukugoqwa Kwezifundo & Isiphetho
Ukuhlela izinyathelo ezilandelayo ku-Investment Strategies kanye nomsebenzi wokuphatha iphothifoliyo

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Amasu Otshalomali kanye Nokuphathwa Kwephothifoliyo ( 30 Amamojula )

Umsizi Wokufunda UlimiNgosekelo Lwezwi

Amasu Otshalomali kanye Nokuphathwa Kwephothifoliyo
( 30 Amamojula )

Umsizi Wokufunda Ulimi
Ngosekelo Lwezwi