• CODE
  CIM
• FEES K3,000
• LOCATION Online
• CONTACTS
• DATES

Course Description

Background

The most successful investors understand one secret: diversification. By combining property with stocks, government bonds, Treasury bills, and even international opportunities, they create wealth that is stable, resilient, and constantly growing. Hence avoiding the trap of putting all eggs in one basket

This short course emphasizes the importance of diversified portfolios that include equities, fixed deposit securities, Environmental, Social and Governance (ESG) investments, and Financial Technology (FinTech)-driven opportunities. It prepares participants with practical competence to succeed in today’s investment landscape.

Introduction

The 10-Day Short Course in Investment Management is a competence-based intensive program designed to provide participants with the skills to make informed investment decisions in both Zambian and international markets. This course is short, sharp, and practical. It focuses on real-world application, ensuring participants measurable competencies.

Aim

To equip participants with practical, hands-on skills in investment management, enabling them to analyse, value, and manage diversified portfolios within Zambia and global markets.

Objectives

§  Identify, measure, and manage investment risks effectively.

§  Construct, manage, and evaluate diversified investment portfolios.

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

§  Analyse investment opportunities using valuation and risk–return models.

§  Integrate Environmental, Social and Governance (ESG) and Financial Technology (FinTech) tools into investment decisions.

§  Apply ethical and regulatory standards in investment practice.

§  Apply techniques for pricing equities, bonds, and alternative assets.

Course Outcomes

By the end of the course Participants should;

§  Analyze investment opportunities using valuation and risk–return models.

§  Apply techniques for pricing equities, bonds, and alternative assets.

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

§  Construct, manage, and evaluate investment portfolios.

§  Identify, measure, and manage investment risks.

§  Apply ethical and regulatory standards in investment practice.

§  Integrate Environmental, Social and Governance (ESG) and Financial Technology (FinTech) tools into investment decisions.

Teaching Methods

§  Online or face-to-face interactive lectures

§  Excel practical labs with real market data

§   Case studies

§   Group simulations & presentations

Assessment

1. Daily Competency Demonstrations and activities (Excel tasks, case analyses)

Target Group

·       Individuals interested in gaining practical investment skills

·       Entrepreneurs and Micro Small ,Medium Enterprises (MSMEs)

·       Regulators and policymakers

·       Under graduate , Postgraduate students and early-career professionals

Entry Requirements

•A functional laptop with Microsoft Excel

•Reliable internet connectivity for online delivery

Course Delivery

•Duration: 10 days (intensive short course)

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

• Time: Daily Evening sessions (flexible scheduling) 

Qualification / Certification

Upon successful completion, participants will be awarded a Certificate of Competence in Investment Management by Mulungushi University.

Certification requires full participation and demonstration of practical competencies.