Foran Investment Management Techniques

by Foran Institute Claim Listing

Foran’s Investment Management Techniques® seminar will interest those enrolled in the CSI Investment Management Techniques Course. The material covered prepares students for both the general multiple-choice and the case study multiple-choice examinations.

$995

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img Duration

4 Days

Course Details

This 4-day IMT® seminar will assist those preparing for the CSI Investment Management Techniques exams one and two.

Foran’s Investment Management Techniques® seminar will interest those enrolled in the CSI Investment Management Techniques Course. The material covered prepares students for both the general multiple-choice and the case study multiple-choice examinations.

 

IMT Content Covered:

This four-day seminar covers: the investment management process; understanding a client’s risk tolerance; asset allocation and investment strategy; equity securities; analysis of equities securities – economic and industry analysis, company analysis and valuation, and technical analysis; debit securities; analysis of  debit securities – valuation and the term structure of interest rates, price volatility and investment strategies; analysis of conventionally managed products; analysis of non-conventional asset classes and their structures; international investing; managing your clients’ investment risk; impediments to wealth management; portfolio monitoring and performance appraisal; financial math.

  • Toronto Branch

    20 Bay Street, 11th floor, Toronto

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