Key details
Mode of delivery: Classroom-based
Course code: AFB68B
Duration: 8 days
Fee: £6,915.00 + VAT
CPD Hours: 48
Course Overview
This course develops intermediate and advanced skills in valuation, FX markets, risk metrics, derivatives, and portfolio design — transitioning participants from analysis to strategic implementation.
This course also covers investor psychology, ESG principles, and financial innovation. Participants will learn how biases affect market behaviour, how to integrate ESG risks into portfolios, and explore disruptive technologies like blockchain, AI, and algorithmic trading. The focus is on understanding market anomalies, responsible investing, and the long-term implications of new tech in finance.
Agenda
Day – 1 Advanced Equity Valuation Techniques
- Multi-Stage DCF Models
- Relative Valuation: EV/EBITDA, PEG
- Valuation in Cyclical and High-Growth Sectors
Day – 2 Currency Markets and FX Risk
- FX Markets and Participants.
- Spot, Forward, and Options Contracts
- FX Risk Hedging
Day – 3 Investment Risk: Identification and Budgeting
- Systematic vs. Unsystematic Risk
- Volatility, Beta, and Value at Risk (VaR)
- Risk Budgeting and Control
Day – 4 Derivatives in Practice
- Futures and Options Pricing Basics
- Swaps and Structured Products
- Real-World Derivatives Misuse
Day – 5 Weekly Review
- Summary and recap of key learning objectives
- Action Planning
Day – 6 Behavioural Finance and Investor Psychology
- Cognitive Biases and Heuristics
- Irrational Market Behaviour
- Behavioural Portfolio Construction
Day – 7 Sustainable and ESG Investing
- Principles of ESG and Responsible Investing
- ESG Risk Integration into Portfolios
- Green Bonds and Impact Funds
Day – 8 Financial Innovation and Fintech in Markets
- Blockchain and Tokenized Assets
- Algorithmic Trading and Robo-Advisors
- Big Data, AI, and Predictive Analytics
Course Review
- Summary and recap of key learning objectives
- Action Planning
Post-Course
- Five (5) x hour-long Executive Coaching sessions at monthly intervals following Course Completion
Target Audience
This course is suitable for:
- Investment Professionals (Analysts, Associates, Portfolio Managers)
- Finance Managers and Corporate Treasurers
- Capital Markets, Fixed Income, Equity, and Derivatives Professionals
- Financial Regulators and Supervisors
- Risk Analysts and Financial Controllers
- Wealth Managers and Private Bankers
- Fintech Professionals
- Policy Advisors and Economists
- Sustainability and ESG Officers
- Business School and Executive Education Participants
Learning Outcomes
By the end of this course, you will be able to implement a successful strategy that enables you to:
- Build a multi-stage DCF using growth assumptions.
- Evaluate companies using sector-relative metrics.
- Analyse appropriate models for volatile industries
- Describe how currencies are traded and by whom.
- Differentiate FX instruments and their applications.
- Design basic hedging strategies using forwards or options.
- Classify types of investment risk and their implications.
- Apply common risk metrics to portfolio scenarios.
- Develop a basic risk budgeting plan for asset managers.
- Apply pricing formulas for call and put options.
- Analyse how swaps are used in rate and currency hedging.
- Evaluate case studies of derivatives-related financial crises.
- Identify biases like loss aversion, anchoring, and herding.
- analyse market bubbles through behavioural lenses.
- Incorporate behavioural factors into portfolio design.
- Describe ESG scoring frameworks and impact metrics.
- Evaluate how ESG risks affect portfolio risk-return.
- Analyse instruments aligned with sustainability goals.
- Describe how DLT enables asset tokenization.
- Evaluate the pros/cons of automated investment platforms.
- Apply data science concepts to forecast market moves.
