An Interactive 5-Day Training Course
Portfolio Investment Analysis
Portfolio Investment Strategy and Financial Market
Course Overview
With significant growth of financial market around the world and the ability to invest across different asset classes including stocks, liquid funds, gold and other mutual funds, it is important to have the skill set required to analyse investments. A through investment analysis allows individuals or organisations to select profitable investment and reduce the risk.
This Portfolio Investment Analysis training course offers opportunities for participants to enhance their knowledge of technical skills required in constructing a suitable portfolio with minimum variance. Participants will gain knowledge of capital market functionality and the correlation between different asset classes in the market. In addition, the participants will learn how to evaluate the portfolio not just with hard data but also with the wisdom of an experienced investor.
This GLOMACS training course will highlight:
- How to use statistical tools in data presentation.
- Optimal debt to equity ratio.
- Dividend decision policy.
- Investment analysis.
- Impact of economic indicators
Training Objectives
The GLOMACS Portfolio Investment Analysis training course aims to provide delegates with the knowledge of :
- Different asset classes available in the financial market.
- How to assess the risk and performance of the portfolio.
- Knowledge of how economic indicators associated with the portfolios.
- Analysis financial analysis of the investee companies.
- Going public process.
Who should Attend?
- Financial Market Professionals seeking to widen their knowledge base of financial products and investment analysis
- Upper Middle and Senior Management who joined the industry 10+ years previously who are looking to update their skill set
- Regulators looking to understand current trends in financial markets
- New Entrant to financial industry willing the capital market and portfolio theory
About Saudi Glomacs
At Saudi GLOMACS, we specialize in delivering world-class training courses in Saudi Arabia and across various international locations. Our training courses are tailored to meet the unique demands of Saudi Vision 2030 and the Human Capability Development Program, focusing on empowering Saudi citizens and enhancing workforce skills. We offer diverse courses spanning leadership, management, engineering, and technical disciplines to cultivate expertise and drive professional growth. Our flexible learning options—whether in-person, online, or in-house—ensure accessibility and convenience for individuals and organizations alike.
With over 30+ years of experience through the GLOMACS global network, we are committed to delivering innovative, results-driven training solutions. Our expert instructors combine industry knowledge with dynamic teaching methods, fostering practical skill development and long-term career success. By choosing Saudi GLOMACS, you're investing in personal excellence and contributing to the Kingdom’s sustainable economic growth and vision-driven transformation.
Training Outline
DAY 1: Quantitative Methods
- Application of Statistical Techniques to Financial Markets
- Descriptive Statistics (mean, variance, standard deviation, covariance, correlation, skewness, kurtosis)
- Selecting an Appropriate Chart to Represent Data
- Regression Analysis
DAY 2: Corporate Finance
- Corporate Structure: Debt vs Equity
- Corporate Governance
- Mergers and Acquisitions
- Investment Appraisal
- The Dividend Decision
DAY 3: Financial Reporting and Analysis
- A walk through an annual statement: Balance Sheet, Income Statement, Cash Flow Statement
- Ratio Analysis
- Industry Metrics
- Apple v Microsoft
- Next v Tesco
DAY 4: Economics
- Key Macroeconomic Indicators
- Macroeconomic Policy Tools
- Exchange Rate Policy
- Leading Indicators and Sentiment Indicators
DAY 5: Equity Investments
- Types of equity investments: Ordinary shares, preference shares, ADF’s and ETF’s.
- IPO’s and rights issues
- Market Indices
- International Equity Market Linkages
Certificates
- On successful completion of this training course, GLOMACS Certificate will be awarded to the delegates
- Continuing Professional Education credits (CPE) : In accordance with the standards of the National Registry of CPE Sponsor, one CPE credit is granted per 50 minutes of attendance
Accreditation

GLOMACS is registered with NASBA as a sponsor of Continuing Professional Education (CPE) on the National Registry of CPE Sponsors. NASBA have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
All Training Seminars delivered by GLOMACS by default are eligible for CPE Credit.
Providers and Associations
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