Course overview
Investment Analysis & Portfolio Management is an introduction that builds a solid working knowledge 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
- Prepare an improvement plan for their own site or organisation
Who should attend
Designed for finance professionals, accountants, auditors and budget holders, new joiners and anyone who needs a solid grounding in the subject.
Course outline (5 days)
- Day 1: Principles and terminologyScope, key definitions and how Investment Analysis & Portfolio Management fits into daily operations
- Day 2: Codes, standards and requirementsWhat IFRS, IIA standards, COSO and GCC tax regulations require, and how to read them
- Day 3: Methods, tools and calculationsStep-by-step methods, checklists and worked examples
- Day 4: Operation, inspection and common problemsTypical failures, warning signs and what to do about them
- Day 5: Case studies, workshop and assessmentGroup exercise on real cases and a final knowledge check
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 | |
|---|---|---|---|---|
| 18–22 Apr 2027 | Doha Classroom | 5 days | $5,500 | Register |
| 17–28 May 2027 | Barcelona Classroom | 10 days | $9,900 | Register |
| 2–6 Aug 2027 | Lagos Classroom | 5 days | $5,500 | Register |
| 9–20 Aug 2027 | London Classroom | 10 days | $9,900 | Register |
| 22–26 Nov 2027 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 14–18 May 2028 | Manama Classroom | 5 days | $5,500 | Register |
| 30 Jul – 10 Aug 2028 | Al Khobar Classroom | 10 days | $9,900 | Register |
| 7–11 Aug 2028 | Abu Dhabi Classroom | 5 days | $5,500 | Register |
| 2–13 Oct 2028 | Baku Classroom | 10 days | $9,900 | Register |
| 27 Nov – 1 Dec 2028 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 5–9 Mar 2029 | Singapore Classroom | 5 days | $5,500 | Register |
| 23 Apr – 4 May 2029 | Istanbul Classroom | 10 days | $9,900 | Register |
| 20–24 May 2029 | Muscat Classroom | 5 days | $5,500 | Register |
| 10–21 Jun 2029 | Dammam Classroom | 10 days | $9,900 | Register |
| 29 Oct – 2 Nov 2029 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 7–11 Jan 2030 | Munich Classroom | 5 days | $5,500 | Register |
| 24 Mar – 4 Apr 2030 | Cairo Classroom | 10 days | $9,900 | Register |
| 12–16 May 2030 | Kuwait City Classroom | 5 days | $5,500 | Register |
| 10–21 Jun 2030 | Nairobi Classroom | 10 days | $9,900 | Register |
| 18–22 Nov 2030 | Online (live) Online (live) | 5 days | $3,000 | Register |
Related courses
- QGT-FIN-135Investment Analysis & Portfolio Management: Advanced LevelAdvanced
- QGT-FIN-151Fraud Detection & Prevention: Practical WorkshopPractical workshop
- QGT-FIN-156Investment Analysis & Portfolio Management: Practical WorkshopPractical workshop
- QGT-FIN-177Investment Analysis & Portfolio Management MasterclassMasterclass