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- IMF® Investment Management Fundamentals
Curriculum
- 5 Sections
- 20 Lessons
- 40 Hours
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- Overview of Global Financial Markets4
- 1.1Understand the structure and segments of global financial markets (equities, bonds, derivatives, etc.).
- 1.2Identify major market participants and their roles (institutions, retail investors, regulators).
- 1.3Analyze key market trends and emerging dynamics shaping investment opportunities.
- 1.4Examine the impact of macroeconomic indicators and geopolitical events on market behavior.
- Fundamental Analysis4
- 2.1Learn various valuation techniques such as Discounted Cash Flow (DCF) and multiples analysis.
- 2.2Interpret key financial ratios and market indicators to assess company performance.
- 2.3Evaluate intrinsic value and growth potential through detailed financial statement analysis.
- 2.4Apply fundamental analysis in real-world investment decision-making scenarios.
- Portfolio Construction and Diversification4
- 3.1Master the principles of asset allocation across different investment classes.
- 3.2Develop strategies to achieve effective diversification and reduce portfolio risk.
- 3.3Explore methods for balancing risk and return through strategic portfolio design.
- 3.4Implement techniques for ongoing portfolio monitoring and periodic rebalancing.
- Risk-Return Dynamics4
- 4.1Understand theoretical frameworks such as Modern Portfolio Theory (MPT) and the Capital Asset Pricing Model (CAPM).
- 4.2Utilize quantitative metrics (standard deviation, beta, Value at Risk) to measure investment risk.
- 4.3Evaluate risk-adjusted performance using tools like the Sharpe Ratio and efficient frontiers.
- 4.4Develop strategies for making informed decisions by balancing potential returns against associated risks.
- Ethical Considerations and Regulatory Frameworks4
- 5.1Recognize the importance of ethical standards and transparency in investment management.
- 5.2Gain an overview of global regulatory bodies and key compliance requirements.
- 5.3Address conflicts of interest and uphold fiduciary responsibilities in investment practices.
- 5.4Implement best practices to ensure ethical decision-making in diverse market conditions.