School of Investment Management

* Claim back your VAT
Find out more

Request a different date or location for this course (we regularly add courses following requests).


* Claim back your VAT
Find out more


Summary: A boot camp on investment management taught be an internationally renowned Finance Professor, portfolio manager, and author. A valuable workshop, with historically strong delegate course reviews, now entering its 10th year.

Teaching Methods: Traditional Lectures, Case Studies, Excel Exercises, Internet Websites, Delegate Interaction / Group Work, Discussion of Current Events

Learning Objectives and Takeaways

  • Learn How to Value a Range of Equity, Fixed Income, and Derivative Investments
  • Learn How to Construct and Rebalance Portfolios
  • Learn Techniques for Asset Allocation and Sector Rotation
  • Understand the Role of Investor Psychology in Investment Management
  • Learn Strategies of Great Investors
  • Develop Skills in Fundamental and Technical Analysis 
  • Learn Strategies Used by Successful Hedge Funds
  • Uncover Alpha Generating Investment Opportunities
  • Discover Effective Hedging Strategies and Risk Management Techniques
  • Learn How to Effectively Evaluate Investment Strategies
  • Obtain a Bookmark File of 100+ Financial Websites
  • Interact with A Group of Financial Professionals

Related Courses



Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.


Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product