Ukuhlaziywa Kwephothifoliyo Yokutshalwa Kwezimali
( 25 Amamojula )

module #1
Isingeniso Sokuhlaziywa Kwephothifoliyo Yokutshalwa Kwezimali
Isifinyezo sokubaluleka kokuhlaziywa kwephothifoliyo ye-investment, izinjongo zezifundo, kanye nemiqondo eyinhloko

module #2
I-Portfolio Management Framework
Ukuqonda inqubo yokuphathwa kwe-investimenti, okuhlanganisa ukubeka izinjongo zokutshala izimali, ukubekezelela ingozi, kanye nokukalwa kokusebenza

module #3
Izinhlobo Zemigodlagodla Yokutshalwa Kwezimali
Uhlolojikelele lwezinhlobo ezahlukene zamaphothifoliyo, okuhlanganisa izikhundla zomuntu ngamunye, zesikhungo, kanye nezomhlalaphansi

module #4
Izindlela Zokwakha Iphothifoliyo
Isingeniso sezindlela ezahlukene zokwakha iphothifoliyo, okuhlanganisa noMarkowitz ukuthuthukiswa kokuhlukahluka, imodeli ye-Black-Litterman, kanye nokutshalwa kwezimali okusekelwe ezintweni

module #5
Ukuhlaziywa Kwengcuphe kanye Nesilinganiso
Ukuqonda izinhlobo ezahlukene zobungozi, okuhlanganisa ubungozi bemakethe, ubungozi besikweletu, kanye nengozi ye-liquidity, kanye nendlela yokuyilinganisa

module #6
Isikali Sokusebenza Nokuhlola
Isethulo samamethrikhi okulinganisa ukusebenza, okuhlanganisa imbuyiselo, imbuyiselo elungiswe ubungozi, nokuhlaziywa kwesichasiso

module #7
Ukwabiwa Kwempahla
Ukuqonda ukubaluleka kokwabiwa kwempahla, okuhlanganisa impahla yamasu neqhinga isabelo

module #8
I-Equity Portfolio Analysis
Ihlaziya amaphothifoliyo wezabelo, okuhlanganisa ukukhethwa kwesitoko, ukuzungeza komkhakha, nokuhlaziywa kwesitayela

module #9
I-Fixed Income Portfolio Analysis
Ukuhlaziya amaphothifoliyo emali engenayo engashintshi, okuhlanganisa ukukhetha kwebhondi, ukuphathwa kwesikhathi, kanye nokuhlaziywa kwezikweletu

module #10
I-Alternative Investment Portfolio Analysis
Ukuhlaziya okunye ukutshalwa kwezimali, okuhlanganisa izindlu, izimpahla, kanye ne-private equity

module #11
I-Portfolio Optimization Techniques
Isingeniso kumasu okuthuthukisa, okuhlanganisa nokwenza ngcono ukuhlukahluka, iphothifoliyo yokuhlukahluka okukhulu, kanye nokulingana kwezingcuphe

module #12
I-Portfolio Rebalancing and Trading
Ukuqonda ukubaluleka kokulinganisa kabusha iphothifoliyo, okuhlanganisa namasu okulinganisa kabusha nezindleko zokuhweba

module #13
Portfolio Risk Management
Isingeniso sokulawulwa kobungozi bephothifoliyo, okuhlanganisa ukuqapha ubungozi, ukuhlolwa kwengcindezi, kanye nokuhlaziywa kwesimo

module #14
ESG and Sustainable Investing
Ukuqonda ukubaluleka kokucatshangelwa kwemvelo, inhlalo, kanye nokubusa (ESG) ekuhlaziyeni iphothifoliyo

module #15
I-Tax-Efficient Portfolio Management
Ukuqonda umthelela wezintela ekusebenzeni kwephothifoliyo kanye nendlela yokuphatha isikweletu sentela

module #16
Ukuhlolwa Kwe-Portfolio Stress and Scenario Analysis
Isingeniso sokuhlolwa kwengcindezi nokuhlaziywa kwesimo, okuhlanganisa indlela yokuklama nokusebenzisa lawa mathuluzi

module #17
Indaba:Ukuhlaziya Iphothifoliyo Yokutshalwa Kwezimali Kwangempela
Ukusebenzisa imiqondo yokuhlaziya iphothifoliyo kuphothifoliyo yomhlaba wangempela

module #18
I-Portfolio Analysis Software and Tools
Uhlolojikelele lwesofthiwe edumile yokuhlaziya iphothifoliyo namathuluzi, okuhlanganisa i-Bloomberg, i-FactSet , kanye ne-Morningstar

module #19
Ukuhlaziywa Kwedatha Yabaphathi Bephothifoliyo
Isingeniso kumasu okuhlaziya idatha kubaphathi bephothifoliyo, okuhlanganisa ukubonwa kwedatha nokuhlaziywa kwezibalo

module #20
Ukufunda Komshini kanye ne-AI Ekuhlaziyweni Kwephothifoliyo
Isingeniso sokufunda ngomshini nezindlela ze-AI ekuhlaziyweni kwephothifoliyo, okuhlanganisa ukubikezela imodeli nokucutshungulwa kolimi lwemvelo

module #21
Izinkinga Zokulawula Nokuhambisana Nokuhlaziywa Kwephothifoliyo
Ukuqonda izindaba zokulawula nokuhambisana ekuhlaziyweni kwephothifoliyo, okuhlanganisa nemithetho ye-SEC kanye Nomthetho we-Dodd-Frank

module #22
Ukuxhumana Nokubikelwa Kwabaphathi Bephothifoliyo
Izindlela ezihamba phambili zokuxhumana kanye nokubika kubaphathi bephothifoliyo, okuhlanganisa nendlela yokudala amadeshibhodi nemibiko esebenzayo

module #23
Amazinga Okuziphatha Nobungcweti Ekuhlaziyweni Kwephothifoliyo
Ukuqonda ukubaluleka kwezimiso zokuziphatha nobungcweti. amazinga ekuhlaziyweni kwephothifoliyo, okuhlanganisa ne-CFA Institute Code of Ethics

module #24
Izihloko Ezithuthukisiwe Ekuhlaziyweni Kwephothifoliyo
Ukuhlola izihloko ezithuthukisiwe ekuhlaziyweni kwephothifoliyo, okuhlanganisa nokutshala imali, i-smart beta, nokwakhiwa kwephothifoliyo kubatshalizimali bezikhungo

module #25
Ukugoqwa Kwezifundo & Isiphetho
Ukuhlela izinyathelo ezilandelayo emsebenzini Wokuhlaziywa Kwephothifoliyo Yezimali

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XHUMANA NATHI INQUBOMGOMO YOBUMFIHLO

Ukuhlaziywa Kwephothifoliyo Yokutshalwa Kwezimali ( 25 Amamojula )

Ukulungele ukufunda, ukwaba, nokuncintisana?

Umsizi Wokufunda UlimiNgosekelo Lwezwi

Ukuhlaziywa Kwephothifoliyo Yokutshalwa Kwezimali
( 25 Amamojula )

Umsizi Wokufunda Ulimi
Ngosekelo Lwezwi