Advanced Investment Analysis & Portfolio Management
Overview
Advanced Investment Analysis & Portfolio Management sharpens the analysis, reporting and control skills that finance teams need to support sound business decisions. It is aimed at experienced practitioners who want to analyse complex cases, optimise performance and lead improvements.
What you will be able to do
- Analyse complex problems in Investment Analysis & Portfolio Management using structured methods.
- Optimise results through cost behaviour and profitability.
- Evaluate cash flow and working capital and justify decisions with data and standards.
- Lead improvement projects on investment appraisal and valuation.
- Coach colleagues and turn good practice into written procedures.
Who should attend
- Experienced practitioners with three or more years in the field
- Accountants and financial analysts
- Finance and budget managers
- Internal auditors
- Non-finance managers who own budgets
Daily outline
- Day 1Advanced review and current challenges in Investment Analysis & Portfolio Management
- Day 2Cost behaviour and profitability
- Day 3Cash flow and working capital
- Day 4Investment appraisal and valuation
- Day 5Complex case studies, workshop and assessment
Sessions 2027–2030
| Dates | City | Fee | Register |
|---|---|---|---|
| 1–5 February 2027 | DXBDubai | $4,500 | Register |
| 1–5 August 2027 | JEDJeddah | $4,500 | Register |
| 1–5 November 2027 | WEB Online | $2,500 | Register |
| 13–17 March 2028 | MADMadrid | $4,500 | Register |
| 17–21 September 2028 | JEDJeddah | $4,500 | Register |
| 4–8 December 2028 | WEB Online | $2,500 | Register |
| 8–12 January 2029 | LONLondon | $4,500 | Register |
| 9–13 July 2029 | DXBDubai | $4,500 | Register |
| 8–12 October 2029 | WEB Online | $2,500 | Register |
| 17–21 February 2030 | CAICairo | $4,500 | Register |
| 26–30 August 2030 | DXBDubai | $4,500 | Register |
| 18–22 November 2030 | WEB Online | $2,500 | Register |
The Investment Analysis & Portfolio Management series
Frequently asked questions
How much does Advanced Investment Analysis & Portfolio Management cost?
The fee is US$2,500 per participant online or US$4,500 in the classroom for 5 days.
Where and when is the course held?
Sessions run from 2027 to 2030 in Dubai, Jeddah, Madrid, London and Cairo, and live online. See the session table above for exact dates.
What certificate will I receive?
Participants who complete the course receive an SGT certificate of completion showing the training hours.
In which language is the course delivered?
Sessions are delivered in English or Arabic. Tell us your preferred language when you register.
Can SGT deliver this course in-house?
Yes. For groups we deliver the course at your premises in any city, with content adapted to your equipment and procedures.
How do I register?
Send the course name, city and dates on WhatsApp to +20 106 597 6553. We reply with booking confirmation and registration steps.