Prosperas Skills Center

  • info@prosperasskillscenter.com
  • Nairobi, Kenya
  • +254 729 449 222
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Training Course on Capital Markets and Investment Portfolio Management

Training Course on Capital Markets and Investment Portfolio Management

Duration: 5 Days

Location: Nairobi

Course Overview
Capital markets serve as a vital engine for economic growth, enabling businesses, governments, and institutions to raise funds and investors to access a wide range of financial instruments. To participate effectively in these markets, financial professionals must master investment principles, asset allocation strategies, and risk-return trade-offs across various asset classes.
This course offers a comprehensive and practical understanding of capital market operations and investment portfolio management. Participants will explore the structure and functioning of equity, debt, and derivative markets, and develop analytical skills to construct, manage, and optimize investment portfolios in line with institutional objectives and risk appetite. The course integrates both fundamental and technical approaches to security analysis and introduces modern portfolio theory, asset pricing models, and performance measurement frameworks.
Special emphasis is placed on aligning portfolio strategies with economic indicators, regulatory requirements, and fiduciary responsibilities. Real-world scenarios, simulations, and case studies will equip participants with the confidence to make sound investment decisions in dynamic market environments.
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Course Objectives
By the end of the course, participants will be able to:
•Understand the functioning and components of capital markets
•Analyze various investment instruments, including equities, bonds, and derivatives
•Construct and manage investment portfolios based on institutional goals
•Apply asset allocation, diversification, and risk management strategies
•Evaluate portfolio performance using industry benchmarks and metrics
•Align portfolio strategies with macroeconomic trends and regulatory expectations
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Target Audience
This course is ideal for:
•Investment and portfolio managers
•Treasury and finance professionals
•Pension and insurance fund officers
•Bank and SACCO asset managers
•Financial advisors and analysts
•Regulators and capital market development professionals
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Training Methodology
•Facilitator-led sessions by capital market experts and investment analysts
•Interactive portfolio simulations using real market data
•Case studies on portfolio restructuring and investment strategy
•Workshops on security selection, asset allocation, and risk analysis
•Group exercises on macroeconomic interpretation and investment planning
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Expected Outcomes
Participants will:
•Gain a solid foundation in capital market instruments and operations
•Build and manage investment portfolios aligned with specific mandates
•Enhance risk-adjusted returns through informed asset selection and allocation
•Monitor performance and re-balance portfolios effectively
•Comply with investment regulations, ethics, and fiduciary standards

Course Modules / Key Topics
Module 1: Introduction to Capital Markets
•Role and structure of capital markets (primary vs. secondary)
•Overview of equity, bond, and derivative markets
•Regulatory environment and market participants
Module 2: Investment Instruments and Analysis
•Equity valuation (DCF, multiples, dividend models)
•Fixed income analysis (yield curves, duration, credit ratings)
•Introduction to ETFs, REITs, and structured products
•Exercise: Analyzing investment opportunities across asset classes
Module 3: Portfolio Construction and Asset Allocation
•Modern Portfolio Theory (MPT) and the efficient frontier
•Strategic vs. tactical asset allocation
•Diversification and correlation analysis
•Workshop: Building a diversified institutional portfolio
Module 4: Risk Management and Investment Governance
•Measuring portfolio risk (beta, VaR, stress testing)
•Risk-adjusted performance metrics (Sharpe, Treynor, alpha)
•Fiduciary responsibilities and investment policy statements
•Case Study: Responding to a market downturn with portfolio rebalancing
Module 5: Performance Evaluation and Strategy Execution
•Benchmarking and peer comparison
•Portfolio rebalancing and lifecycle strategies
•Integrating ESG, macroeconomic outlooks, and compliance
•Final Session: Presenting a portfolio management strategy for your institution

Course General Information:
This course is delivered by qualified and experienced trainers with extensive expertise in their respective fields. Our training approach combines interactive theory sessions, hands-on practical activities, group work, and case studies, ensuring a dynamic and impactful learning experience.

Training Location: The sessions will be held at PROSPERAS SKILLS CENTER, Nairobi, Kenya. We also offer tailor-made group training at client-requested locations upon prior arrangement.

Certification: Upon successfully completing the training, participants will be awarded a certificate from PROSPERAS SKILLS CENTER.

Fees and Inclusions: Covers tuition, training materials, lunch, and venue. Accommodation and airport transfers can be arranged upon request.

Payment Details: Payment must be made to our bank account prior to the commencement of training. Please forward proof of payment to: trainings@prosperasskillscenter.com

For Further Inquiries: Contact us via email: trainings@prosperasskillscenter.com

Capital Markets and Investment Portfolio Management

Start DateEnd DateOnline Fee (USD)In-Person Fee (USD)Register
17 Nov, 202521 Nov, 202510001500Enroll
24 Nov, 202528 Nov, 202510001500Enroll
01 Dec, 202505 Dec, 202510001500Enroll
15 Dec, 202519 Dec, 202510001500Enroll
05 Jan, 202609 Jan, 202610001500Enroll
12 Jan, 202616 Jan, 202610001500Enroll
19 Jan, 202623 Jan, 202610001500Enroll
26 Jan, 202630 Jan, 202610001500Enroll
02 Feb, 202606 Feb, 202610001500Enroll
09 Feb, 202613 Feb, 202610001500Enroll
23 Feb, 202627 Feb, 202610001500Enroll
23 Feb, 202627 Feb, 202610001500Enroll
02 Mar, 202606 Mar, 202610001500Enroll
09 Mar, 202613 Mar, 202610001500Enroll
23 Mar, 202627 Mar, 202610001500Enroll
13 Apr, 202617 Apr, 202610001500Enroll
20 Apr, 202624 Apr, 202610001500Enroll
04 May, 202608 May, 202610001500Enroll
11 May, 202615 May, 202610001500Enroll
18 May, 202622 May, 202610001500Enroll
08 Jun, 202612 Jun, 202610001500Enroll
15 Jun, 202619 Jun, 202610001500Enroll
22 Jun, 202626 Jun, 202610001500Enroll
29 Jun, 202603 Jul, 202610001500Enroll
06 Jul, 202610 Jul, 202610001500Enroll
13 Jul, 202617 Jul, 202610001500Enroll
20 Jul, 202624 Jul, 202610001500Enroll
27 Jul, 202631 Jul, 202610001500Enroll
03 Aug, 202607 Aug, 202610001500Enroll
10 Aug, 202614 Aug, 202610001500Enroll
17 Aug, 202621 Aug, 202610001500Enroll
31 Aug, 202604 Sep, 202610001500Enroll
07 Sep, 202611 Sep, 202610001500Enroll
14 Sep, 202618 Sep, 202610001500Enroll
21 Sep, 202625 Sep, 202610001500Enroll
28 Sep, 202602 Oct, 202610001500Enroll
12 Oct, 202616 Oct, 202610001500Enroll
26 Oct, 202630 Oct, 202610001500Enroll
02 Nov, 202606 Nov, 202610001500Enroll
09 Nov, 202613 Nov, 202610001500Enroll
16 Nov, 202620 Nov, 202610001500Enroll
23 Nov, 202627 Nov, 202610001500Enroll
30 Nov, 202604 Dec, 202610001500Enroll
07 Dec, 202611 Dec, 202610001500Enroll
14 Dec, 202618 Dec, 202610001500Enroll

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