Experienced Investor - Investment training courses for experienced investors

Online training course: Experienced Investor

Welcome to our unique online course "Experienced Investor"! If you already have some experience in investing and aim to deepen your knowledge, systematize your experience, and enhance your skills in managing an investment portfolio, then this course is designed specifically for you.

We offer not just a theoretical overview, but immersion into the real world of investments using advanced practices and insights from our experts' experience. Within the course, you will gain access to deep knowledge and academic and practical developments in risk diversification, advanced investment strategies development, and fundamental stock analysis.

The benefits of learning on our course are clear:

• Practical experience: you will learn to apply knowledge in real situations and enhance your skills, ready to make complex investment decisions.
• Expert knowledge: you will gain access to insights from our experienced experts, who will help you understand the essence of investment strategies and intricacies of financial markets.
• Personalized approach: we take into account your needs and level of preparation to ensure the most effective learning and growth of your investment skills.

Don't miss the opportunity to become a true professional in the world of investments! Join the "Experienced Investor" course right now and grow into a strong and confident investor!

Course program: Experienced Investor (8 Modules)

1 Training module: Investment horizon and risk tolerance

- investor's tolerance for risk and return;

- investment horizon and its importance for the investor;

- initial capital and investment goals;

- the strategic structure of the portfolio;

Module duration: 3.5 hours

2 Training module: Investor's individual investment plan

- calculation of personal investment goals;

- investment planning for 3-5-10 years;

- the impact of inflation on the portfolio return;

- nominal and real profitability;

Module duration: 3.5 hours

3 Training module: Yield Curve and the US debt market

- US inflation (CPI, PPI, Core CPI) and Fed rates;

- understanding of US debt instruments (bonds);

- market expectations of holders of US debt instruments;

- the role of central banks and the fractional reserve system;

Module duration: 3.5 hours

4 Training module: Company Value Chain

- how companies operate in the market of goods and services;

- the value chain in the economy (the place of the company in this chain);

- understanding of competition in the market (model of 5 forces of M. Porter);

- performance indicators of the business or company;

Module duration: 3.5 hours

5 Training module: Company capital structure, Profitability and Multiples

- capital structure of the company (Equity + Debt capital);

- return on assets of the company (ROA %); 

- return on invested capital of the company (ROIC %);

- return on equity of the company (ROE %);

- EV/EBITDA, EV/Revenue, PE Ratio, Price/Revenue multipliers;

- understanding of the EVA indicator (Economic Value Added);

Module duration: 3.5 hours

6 Training module: Advanced risk diversification, capital allocation

- calculation of the Beta (of an asset, ETF or stock);

- calculation of the Standard Deviation Annualized;

- calculation of the Expected Return Annualized;

- calculation of the Jensen's Alpha;

- calculation of the Sharpe ratio;

- calculation of Treynor ratio;

- advanced risk and return optimization;

Module duration: 4.5 hours

7 Training module: Markowitz Efficiency Frontier and Capital Market Line

- understanding the Markowitz efficiency frontier;

- plotting a cloud of portfolio assets (Exp.Return/Risk) on the chart;

- plotting Capital Market Line on the chart;

- search for the optimal market portfolio;

- search for the optimal model for your risk parameters;

Module duration: 3.5 hours

8 Training module: Efficient Market Hypothesis

- understanding and significance of the market efficiency hypothesis;

- view of the speculator / trader on the efficiency of the market;

- an investor's view of market efficiency;

- risk diversification and market efficiency hypothesis;

- excessive diversification or missed opportunities;

- Strategies for taking positions in the investor's portfolio.

Module duration: 3.5 hours

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Tuition fee: 2,800 USD

Course duration: 3-4 weeks

Event format: online (in groups of up to 12 people)

Prices are current as of 08/16/2024.

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IQ Smart Capital is your reliable partner in the world of investment and finance. We will be happy to help you in the field of Investment Portfolio Management, Financial Engineering or in the field of profitability and investment risk optimization!