• CODE
  PDIM
• FEES K7,000
• LOCATION Online
• CONTACTS
• DATES

  Start: Semi- Annually Second week of January and Second week of July

Course Description

Background

With financial markets expanding both in Zambia and globally, investment management has become a critical skill for professionals and individuals alike. In Zambia, the growth of the Lusaka Securities Exchange (LuSE), government securities, pension reforms, and increased cross-border capital flows require professionals who can analyse, value, and manage investments effectively. Internationally, the rise of Environmental, Social and Governance (ESG) investing, Financial Technology (FinTech) and sustainable finance demands new competencies. This diploma bridges Zambian realities and global best practices, equipping Participants for today’s investment landscape.

Introduction

The Professional Diploma in Investment Management is a 6-month online qualification designed to provide Participants with practical, competence-based knowledge and skills in investment. While individuals and institutions tend to concentrate their wealth in real estate, this approach exposes investors to concentration risk. A modern investor needs to understand the value of a diversified portfolio that balances property holdings with equities, bonds, government securities, alternative assets, and international opportunities.

This program therefore equips Participants with skills in valuation, portfolio management, taxation, interest rates, inflation, risk management, ethics, Environmental, Social and Governance (ESG) investing, and Financial Technology (FinTech) innovations. It emphasizes hands-on application through Excel labs, case studies, and online simulations, preparing graduates for careers in banking, asset management, insurance, pension funds, and entrepreneurship. More importantly, it empowers participants to design and manage diversified portfolios that are resilient in the Zambian and global investment environment.

Aim

To equip Participants with practical skills and knowledge to analyse, value, and manage investments in Zambia and global financial markets.

Objectives

·        Analyse and evaluate investment opportunities using global and Zambian frameworks.

·        Apply valuation techniques for equities, bonds, and alternative assets.

·        Assess the impact of interest rates, inflation, and taxation on investment returns.

·        Construct and manage diversified portfolios using Excel and analytical tools.

·        Identify, measure, and manage investment risks, including through derivatives.

·        Apply ethical standards, governance, and regulatory compliance in investment practice.

·        Integrate ESG and sustainable finance principles in investment decisions.

·        Adapt to FinTech innovations and emerging global investment trends.

Target Group

·        Bankers, pension fund managers, insurance professionals, asset managers

·        Entrepreneurs and Micro Small Medium Enterprises (MSME) investing surplus funds

·        Regulators and policymakers

·        Postgraduate students and early-career professionals

·        Any individual interested in gaining investment knowledge and practical skills

Entry Requirements

•A functional laptop with Microsoft Excel

• Reliable internet connectivity (mandatory for online delivery)

Course Delivery

• Duration: 6 months (part-time)

 • Mode: Online (Zoom/Google Meet + Mulungushi eLearning Platform)

• Time: Weekdays 18:30 – 19:30 CAT

• Methods: Online lectures, Excel labs, case studies, quizzes, group simulations, final project

Qualification / Certification

Upon successful completion, candidates will be awarded a Professional Diploma in Investment Management by Mulungushi University. Certification requires passing continuous assessments and the final exam/project.

Assessment

1. Continuous Assessment (Assignments, Quizzes, Excel projects, Case studies): 60%
2.Final Exam: 40%