Course Details

Equity Investing for Retirement & Pensions Training: Growing Capital for Long-Term Goals

INTRODUCTION

Equity investments, primarily stocks, offer significant growth potential and are a crucial component of well-diversified retirement and pension portfolios. This Equity Investing for Retirement & Pensions training course provides a comprehensive understanding of the key concepts and strategies involved in equity investing, tailored to the specific needs of long-term investors. Participants will learn about stock valuation, fundamental and technical analysis, portfolio construction, risk management, and the role of equities in building wealth for retirement. This essential investment training is ideal for investment professionals, pension fund trustees, financial advisors, and anyone seeking to understand and utilize equity investments for long-term financial security. This course covers key areas like stock valuation, fundamental analysis, technical analysis, and portfolio construction, empowering you to become a knowledgeable and effective equity portfolio manager.

DURATION

5 days

Target Audience

This course is designed for a broad audience, including:

• Investment Professionals: Portfolio managers, investment analysts, and financial advisors.
• Pension Fund Trustees: Individuals overseeing the management of pension funds.
• Financial Advisors: Professionals advising clients on retirement planning and investments.
• Anyone interested in equity investing: Individuals wanting to gain a deep understanding of stocks and equity strategies.

COURSE OBJECTIVES

Upon completion of this course, participants will be able to:

• Understand the basics of equity investing and the role of stocks in long-term portfolios.
• Analyze and value stocks using fundamental and technical analysis techniques.
• Construct and manage diversified equity portfolios.
• Assess and manage equity market risk.
• Understand different equity investment styles and strategies.
• Make informed investment decisions regarding equity assets.
• Stay current with trends and developments in the equity market.
• Evaluate the performance of equity investments.

COURSE MODULES

• Introduction to Equity Investing:

• The role of equity investments in retirement and pension portfolios.
• Understanding different types of stocks (common stock, preferred stock).
• The basics of stock markets and exchanges.
• Key terminology and concepts in equity investing.

• Stock Valuation:

• Fundamental analysis: Evaluating a company's financial health and prospects.
• Discounted cash flow (DCF) analysis.
• Relative valuation techniques (P/E ratio, price-to-book ratio).
• Understanding intrinsic value and market price.

• Fundamental Analysis:

• Analyzing financial statements (balance sheet, income statement, cash flow statement).
• Understanding key financial ratios and metrics.
• Evaluating a company's competitive advantage and management quality.
• Industry analysis and sector trends.

• Technical Analysis:

• Chart patterns and technical indicators.
• Trend analysis and support/resistance levels.
• Moving averages and other technical tools.
• Using technical analysis to identify trading opportunities.

• Equity Portfolio Construction:

• Diversification and asset allocation within an equity portfolio.
• Different equity investment styles (value, growth, blend).
• Sector allocation and industry diversification.
• Portfolio rebalancing and performance measurement.

• Equity Risk Management:

• Understanding different types of equity risk (market risk, company-specific risk).
• Managing portfolio volatility and downside risk.
• Diversification as a risk management tool.
• Hedging strategies using options or other derivatives.

• Equity Investment Strategies:

• Active vs. passive investing.
• Value investing vs. growth investing.
• Small-cap vs. large-cap investing.
• Global and international equity investing.

• Monitoring and Evaluating Equity Investments:

• Tracking portfolio performance and comparing it to benchmarks.
• Evaluating investment manager performance.
• Understanding market cycles and adjusting your strategy accordingly.
• Staying informed about market news and economic trends.

 CERTIFICATION

• Upon successful completion of this training, participants will be issued with Macskills Training and Development Institute Certificate

TRAINING VENUE

• Training will be held at Macskills Training Centre. We also tailor make the training upon request at different locations across the world.

AIRPORT PICK UP AND ACCOMMODATION

• Airport pick up and accommodation is arranged upon request

TERMS OF PAYMENT

• Payment should be made to Macskills Development Institute bank account before the start of the training and receipts sent to info@macskillsdevelopment.com