Course overview
Investment Analysis & Portfolio Management Masterclass is a senior-level masterclass on strategy and performance in Investment Analysis & Portfolio Management. It covers the principles, the requirements of IFRS, IIA standards, COSO and GCC tax regulations, and the practical methods used on site, with case studies from operations in the Gulf, Africa and worldwide. Available online, in the classroom in 60 cities, or in-house.
What participants will be able to do
- Explain the principles, terminology and scope of Investment Analysis & Portfolio Management
- Apply the relevant requirements of IFRS, IIA standards, COSO and GCC tax regulations
- Use practical tools, checklists and calculations with confidence
- Recognise common problems, risks and root causes and choose the right corrective action
- Build a business case and roadmap their leadership team can act on
Who should attend
Designed for finance professionals, accountants, auditors and budget holders in senior and leadership roles.
Course outline (5 days)
- Day 1: Strategic view of Investment Analysis & Portfolio ManagementTrends, regulation and what leading companies do differently
- Day 2: Benchmarking and performanceKPIs, maturity models and gap analysis
- Day 3: Lessons from major incidents and projectsDecision points that changed outcomes
- Day 4: Leading the changeBuilding the business case, budget and team capability
- Day 5: Masterclass forumExpert panel, peer exchange and personal roadmap
What the 10-day edition adds
- Day 6: Applied project, part 1Apply the week-one methods to a case from your organisation
- Day 7: Data and digital toolsSoftware, spreadsheets and digital tools used in practice
- Day 8: Lessons from incidents and auditsWhat investigations and audit findings teach
- Day 9: Applied project, part 2Complete, test and refine your solution
- Day 10: Presentations and final assessmentPresent to the group and complete the final assessment
Training method and certificate
Interactive sessions, practical exercises, case studies and pre- and post-course assessments. Participants receive a Qimma Global Training certificate of completion stating the training hours (30 hours for 5 days, 60 hours for 10 days). Delivered in English or Arabic.
Dates 2027–2030
None of these dates work? We run this course for your team on the date and in the place you choose.
| Dates | City | Duration | Fee | |
|---|---|---|---|---|
| 11–15 Jan 2027 | Kigali Classroom | 5 days | $5,500 | Register |
| 7–18 Feb 2027 | Alexandria Classroom | 10 days | $9,900 | Register |
| 17–21 May 2027 | Manchester Classroom | 5 days | $5,500 | Register |
| 30 May – 10 Jun 2027 | Kuwait City Classroom | 10 days | $9,900 | Register |
| 12–16 Jul 2027 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 27–31 Mar 2028 | Zurich Classroom | 5 days | $5,500 | Register |
| 9–20 Apr 2028 | Muscat Classroom | 10 days | $9,900 | Register |
| 24–28 Apr 2028 | Munich Classroom | 5 days | $5,500 | Register |
| 3–14 Jul 2028 | Johannesburg Classroom | 10 days | $9,900 | Register |
| 4–8 Dec 2028 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 29 Jan – 2 Feb 2029 | Abu Dhabi Classroom | 5 days | $5,500 | Register |
| 30 Jul – 10 Aug 2029 | Tunis Classroom | 10 days | $9,900 | Register |
| 6–10 Aug 2029 | Copenhagen Classroom | 5 days | $5,500 | Register |
| 20–31 Aug 2029 | Barcelona Classroom | 10 days | $9,900 | Register |
| 27–31 Aug 2029 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 21–25 Jan 2030 | London Classroom | 5 days | $5,500 | Register |
| 22 Apr – 3 May 2030 | Luanda Classroom | 10 days | $9,900 | Register |
| 9–13 Jun 2030 | Muscat Classroom | 5 days | $5,500 | Register |
| 11–22 Aug 2030 | Doha Classroom | 10 days | $9,900 | Register |
| 16–20 Sep 2030 | Online (live) Online (live) | 5 days | $3,000 | Register |
Related courses
- QGT-FIN-103Budgeting & Financial PlanningFoundation
- QGT-FIN-114Investment Analysis & Portfolio ManagementFoundation
- QGT-FIN-135Investment Analysis & Portfolio Management: Advanced LevelAdvanced
- QGT-FIN-140Fixed Assets Management: Advanced LevelAdvanced
- QGT-FIN-156Investment Analysis & Portfolio Management: Practical WorkshopPractical workshop