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

Ukulungele ukufunda, ukwaba, nokuncintisana?

Umsizi Wokufunda Ulimi
Ngosekelo Lwezwi

Sawubona! Usulungele ukuqala? Ake sihlole imakrofoni yakho.

XHUMANA NATHI INQUBOMGOMO YOBUMFIHLO

Amasu Otshalomali kanye Nokuphathwa Kwephothifoliyo ( 30 Amamojula )

Ukulungele ukufunda, ukwaba, nokuncintisana?

Umsizi Wokufunda UlimiNgosekelo Lwezwi

Amasu Otshalomali kanye Nokuphathwa Kwephothifoliyo
( 30 Amamojula )

Umsizi Wokufunda Ulimi
Ngosekelo Lwezwi