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Portfolio Investment Analysis

An Interactive 5-Day Training Course

Portfolio Investment Analysis

Portfolio Investment Strategy and Financial Market

NASBA
Classroom Schedule
Date Venue Fees
25 - 29 May 2026 Amsterdam $ 5,950
31 Aug - 04 Sep 2026 Amsterdam $ 5,950
16 - 20 Nov 2026 London $ 5,950
Online Schedule
Date Venue Fees
25 - 29 May 2026 Online $ 3,950
27 - 31 Jul 2026 Online $ 3,950

Course Summary

In a rapidly expanding global financial market, the ability to analyse investments across multiple asset classes is essential for selecting profitable opportunities and managing risk effectively. This training course builds technical investment analysis skills, enabling participants to construct portfolios with minimum variance and understand capital market functionality. Delegates will learn how different financial instruments interact, how economic indicators influence performance, and how to evaluate investments with both data and seasoned judgment. The Portfolio Investment Analysis training course equips financial professionals with practical analytical capabilities that support confident investment decision-making and portfolio optimisation.

Participants will deepen their understanding of statistical tools, risk assessment techniques, and performance evaluation methods used in professional portfolio management. The training course emphasises actionable techniques to enhance financial analysis expertise and interpret market signals. With a strong focus on real-world application and analytical thinking, the Portfolio Investment Analysis training course prepares delegates to make informed investment decisions and manage portfolios strategically in dynamic market conditions.

Skills & Competencies

From this Portfolio Investment Analysis training course, participants will develop the following key skills and competencies:

  • Financial data analysis and interpretation
  • Portfolio risk and performance evaluation
  • Asset class correlation understanding
  • Statistical tool application for investment decisions
  • Economic indicator impact assessment
  • Investment strategy formulation

Key Learning Outcomes

At the end of Portfolio Investment Analysis training course, you will learn to:

  • Understand different asset classes available in financial markets.
  • Assess portfolio risk and performance analytically.
  • Interpret economic indicators linked to investment outcomes.
  • Analyse financial statements of investee companies.
  • Gain practical insights into investment decision-making.

How You Will Learn

Participants will engage with investment analysis concepts through practical exploration and application of financial techniques. The training course integrates statistical methods, real-world examples, and analytical frameworks to strengthen understanding and develop market evaluation skills. Emphasis is placed on applying theory to data interpretation and investment strategies suitable for professional investment environments.

Who should Attend?

This training course is designed for financial professionals seeking to expand their analytical capabilities in investment and portfolio evaluation.

This Portfolio Investment Analysis training course is suitable to a wide range of professionals but will greatly benefit:

  • Financial market professionals
  • Senior managers in finance roles
  • Financial regulators
  • New entrants to capital markets
  • Investment analysts and strategists
Course Outline
Day 1

Quantitative Methods

This day introduces participants to essential statistical techniques used to analyse financial markets and investment data. Participants explore descriptive statistics, regression analysis, and data representation tools that support portfolio evaluation. The topics covered will include:

  • 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

This day strengthens understanding of corporate financial structures and their impact on investment decisions. Participants examine debt vs equity, governance, merger outcomes, and dividend policies. The topics covered will include:

  • Corporate Structure: Debt vs Equity
  • Corporate Governance
  • Mergers and Acquisitions
  • Investment Appraisal
  • The Dividend decision
Day 3

Financial Reporting and Analysis

This day focuses on interpreting financial statements and conducting ratio analysis to support investment evaluation. Participants walk through real financial reports to enhance analytical accuracy. The topics covered will include:

  • 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

This day explores macroeconomic indicators and their influence on investment markets and portfolios. Participants learn how economic policy tools and market sentiment affect financial outcomes. The topics covered will include:  

  • Key macroeconomic indicators
  • Macroeconomic policy tools
  • Exchange rate policy
  • Leading indicators and sentiment indicators
Day 5

Equity Investments

This day covers various equity investment types and market mechanisms that investors need to understand. Participants analyse market indices, share classes, and rights issue dynamics. The topics covered will include:  

  • 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 Sponsors, one CPE credit is granted per 50 minutes of attendance.
Providers and Associations

Endorsed Education Provider

NASBA

In Association With

This training course is also a part of the 10-Day Titles
Options & Brochure
Related Certificates
NASBA

Customisation & In-House Delivery

Delivering this training course in-house allows organisations to tailor investment analysis and portfolio strategy modules to their specific markets, risk frameworks, and investment objectives. Customisation supports deeper alignment with corporate investment approaches and enhances relevance by addressing real organisational scenarios.

Why Choose Saudi GLOMACS?

Saudi GLOMACS is the official Saudi Arabian division of GLOMACS International (glomacs.com), delivering internationally recognised training courses both within Saudi Arabia and across international locations. Our training courses are aligned with the highest professional and institutional standards, supported by a strong understanding of the professional landscape in Saudi Arabia and access to global expertise.

Saudi GLOMACS enables professionals and organisations to strengthen leadership, capability, and long-term excellence through consistently high-quality learning experiences.

Official Saudi Presence

Official Saudi Arabian division of GLOMACS with established global credibility.

International Benchmarks

Internationally benchmarked training courses aligned with professional best practices.

Trusted Across Sectors

Trusted by professionals and institutions across public and private sectors.

Flexible Delivery

Training courses delivered within Saudi Arabia and across international locations.

Additional Benefits of this course for Organisations and Professionals in Saudi Arabia

Organisations & Professionals in KSA will have the following additional benefits from this Portfolio Investment Analysis training course:

  • Enhanced analytical investment capabilities
  • Improved portfolio risk assessment techniques
  • Stronger financial decision-making confidence
  • Applied understanding of asset correlations
  • Ability to interpret economic market forces
  • Increased strategic investment insight
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What Our Clients Say

I really had a fantastic time during the lectures. The trainer was very patient in answering the questions and very knowledgeable on the subject matter too. Thank you Glomacs for the opportunity

- G. Mautin
Frequently Asked Question

No. Saudi GLOMACS delivers courses in Saudi Arabia and internationally, including delivery across Europe and Asia. This allows organisations and professionals to access training both locally and abroad.

No. While governance and leadership are part of the portfolio, Saudi GLOMACS delivers training across the entire business and professional lifecycle, including administrative, technical, legal, regulatory, and sector-specific training.

No. Our training courses are delivered globally through international locations and online platforms, enabling participants from Saudi Arabia and around the world to learn together. This global delivery approach ensures exposure to diverse perspectives, international best practices, and cross-cultural insights while maintaining strong relevance to regional and organisational needs.

View All Training Locations

Yes. Saudi GLOMACS designs and delivers bespoke in-house training tailored to organisational objectives, sector requirements, and workforce needs. Training can be delivered in Saudi Arabia or internationally, depending on requirements.

Yes, in-house and customised strategy training courses are available to support organisations seeking tailored strategic capability development. These courses can be aligned with your industry context, organisational challenges, and long-term strategic objectives.

For further details or to discuss customisation requirements, you may call or WhatsApp +966 (54) 286 8546 or email [email protected] . You can also submit a detailed enquiry through our in-house training page at: https://sa.glomacs.com/in-house-seminars

If you would like further information about these training courses, our team is available to provide professional guidance and support. We are pleased to assist with course selection, the registration process, and any other related enquiries.

For personalised assistance or detailed enquiries, please contact our team on +966 (54) 286 8546 or email us at [email protected]

Courses delivered in Saudi Arabia are adapted to reflect local regulatory frameworks, organisational structures, sector conditions, and professional expectations. This ensures training is relevant, practical, and aligned with Saudi workplace realities.

GLOMACS has been delivering professional training for over thirty years, with courses delivered across Europe, the Middle East, Asia, and other international markets.

Saudi GLOMACS combines three decades of global training experience with a clear focus on Saudi market relevance. This allows it to deliver training that is both internationally credible and locally applicable, across a broader range of disciplines than niche or single-focus providers.

Saudi GLOMACS is a Saudi-based professional training provider delivering courses tailored to the Saudi market and applicable internationally. It operates within the global GLOMACS framework and draws on more than three decades of international training experience.

Saudi GLOMACS offers professional training across a wide range of disciplines, including administration, leadership and management, governance and regulation, law, oil and gas, energy, engineering, finance, digital technologies, and sector-specific specialisations.

Training supports professionals across all career stages, from operational roles to specialist and senior responsibilities.

Participants include professionals from public sector, semi-government, and private sector organisations, across a wide range of roles and industries. Attendees range from administrative and operational professionals to technical specialists, managers, and senior decision-makers.

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