International Certification in Investment Management

Objective: The course designed to cover investments from descriptive material to the theory of portfolio construction and efficient markets.

PART I: THE INVESTMENT PROCESS AND FINANCIAL CONCEPTS.
1. Investments: An Introduction.
2. The Creation of Financial Assets.
3. Security Markets.
4. The Time Value of Money. 
5. The Tax Environment. 
6. Risk and Portfolio Management.

PART II: INVESTMENT COMPANIES. 
7. Investment Companies: Mutual Funds. 
8. Closed-end Investment Companies.

PART III: INVESTING IN COMMON STOCK.
9. The Valuation of Common Stock.
10. Investment Returns and Aggregate Measures of Stock Markets. 
11. Dividends: Past, Present, and Future.
12. The Macroeconomic Environment for Investment Decisions. 
13. Analysis of Financial Statements.
14. Behavioral Finance and Technical Analysis. 

PART IV: INVESTING IN FIXED-INCOME SECURITIES.
15. The Bond Market. 
16. The Valuation of Fixed-Income Securities.
17. Government Securities.
18. Convertible Bonds and Convertible Preferred Stock. 
19. An Introduction to Options.
20. Option Valuation and Strategies.
21. Commodity and Financial Futures.

PART V: ALTERNATIVE INVESTMENTS.
22. Investing in Foreign Securities.
23. Investing in Nonfinancial Assets: Collectibles, Natural Resources, and Real Estate.

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