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Key details

Mode of delivery: Online Course

Course code: AFB69BO

Duration: 10 days

Fee: £6,692.00 + VAT

CPD Hours: 60

Course Overview

This course provides advanced insights into equity valuation, FX risk, derivatives, behavioural finance, ESG investing, and financial technology. Participants will learn strategic market analysis, risk management, and innovative trading strategies through practical exercises and simulations.

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

Day – 9 Integrated Market Strategy Lab

Cross-Market Investment Strategy
Scenario Analysis and Stress Testing
Group Simulation: Competing Investment Strategies

Day – 10 Course Review

Summary and recap of key learning objectives
Action Planning

Post-Course

Six (6) 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.
Construct a diversified investment strategy using equity, debt, and derivatives.
Apply stress-testing techniques to strategy simulations.
Evaluate team-based strategies under live market simulations.