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FIN-006 Financial Management and Accounting
PROGRAMME BROCHURE

Investment Management

An applied five-day programme focused specifically on Investment Management.

Duration 5 days
Level Professional
Programme FIN-006
KAIZEN EUROPEAN ACADEMY Executive & Professional Development www.kaizeneurope.academy
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Programme Overview

This five-day Kaizen European Academy programme is dedicated specifically to Investment Management. It develops practical capability in Investment Analysis through structured explanation, applied tools, realistic scenarios and guided workshops. Participants move from core concepts to hands-on application, performance control and an implementation plan that can be transferred directly to their workplace.

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Learning Objectives

Explain the essential concepts, terminology and professional context of Investment Management.
Apply the principal methods and tools used in Investment Management.
Analyse realistic situations and make evidence-based decisions related to Investment Management.
Evaluate performance, risk and control requirements in Investment Management.
Develop a practical implementation or improvement plan for Investment Management.

Who Should Attend

Professionals, specialists, supervisors and managers whose responsibilities involve investment management or who need to build practical capability in this area.

Programme Methodology

Instructor-led explanation, facilitated discussion, subject-specific case studies, practical templates, individual and group exercises, simulations or technical scenarios where appropriate, peer review and a final implementation workshop.

Learning Outcomes

Explain the essential concepts, terminology and professional context of Investment Management. Apply the principal methods and tools used in Investment Management. Analyse realistic situations and make evidence-based decisions related to Investment Management. Evaluate performance, risk and control requirements in Investment Management. Develop a practical implementation or improvement plan for Investment Management.

Prerequisites

No formal prerequisite is required. Relevant professional experience is helpful; technical courses may assume basic familiarity with the operating environment.

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Course Outline

Day01

Investment Management: Foundations and Operating Context

  • Scope, terminology and professional context of Investment Management
  • Current practices and emerging trends in Investment Management
  • Roles, responsibilities and stakeholder expectations in Investment Management
  • Diagnostic assessment of current Investment Management practices
Day02

Core Methods and Tools for Investment Analysis

  • Investment objectives and constraints
  • Cash-flow estimation
  • Time value of money
  • NPV and IRR
Day03

Applied Practice in Investment Management

  • Payback and discounted payback
  • Risk-adjusted discount rates
  • Scenario and sensitivity analysis
  • Portfolio concepts
Day04

Performance, Risk and Control in Investment Management

  • Asset allocation
  • Investment risk measures
  • Project versus financial investment
  • Capital rationing
Day05

Investment Management: Integrated Workshop and Implementation

  • Investment governance
  • Due diligence
  • Market and business risk
  • Post-investment review
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What You Will Receive

Programme learning materials
Practical resources and templates where applicable
Kaizen completion certificate
Participant support throughout the learning week
Kaizen European Academy

Executive & Professional Development across selected European destinations.

CONTACT & INFORMATION

Website: www.kaizeneurope.academy
Contact: www.kaizeneurope.academy/#contact