01 · Who Should Attend
Who Should Attend
Professionals, specialists, supervisors and managers whose responsibilities involve investment management or who need to build practical capability in this area.
← Back to catalogue
Investment Management
An applied five-day programme focused specifically on Investment Management.
Programme at a glance
ReferenceFIN-006
Duration5 days
LevelProfessional
Learning topics20
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.
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.
02 · Programme Methodology
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.
03 · Learning Outcomes
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.
04 · Prerequisites
Prerequisites
No formal prerequisite is required. Relevant professional experience is helpful; technical courses may assume basic familiarity with the operating environment.
Day
01
Module 1
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
Day
02
Module 2
Core Methods and Tools for Investment Analysis
Investment objectives and constraints
Cash-flow estimation
Time value of money
NPV and IRR
Day
03
Module 3
Applied Practice in Investment Management
Payback and discounted payback
Risk-adjusted discount rates
Scenario and sensitivity analysis
Portfolio concepts
Day
04
Module 4
Performance, Risk and Control in Investment Management
Asset allocation
Investment risk measures
Project versus financial investment
Capital rationing
Day
05
Module 5
Investment Management: Integrated Workshop and Implementation
Investment governance
Due diligence
Market and business risk
Post-investment review
Live learning calendar
Request a private session →Upcoming dates for this programme
Choose one of the next planned European dates, or create a private delivery around your own schedule.
PRIVATERequest a private session →
Create your private learning experience
No public date is currently displayed for this programme. Choose the programme, preferred city and approximate dates. We will organise the venue, trainer and delivery format around your requirements.
Choose your learning destination
European training destinations
This programme can be scheduled across our European training destinations. Venue and trainer are confirmed separately for each session.
39cities
20countries
Final venue, dates and trainer are confirmed when the session is scheduled.
KAIZEN EUROPEAN ACADEMY