Investment Analysis & Portfolio Management: Practical Workshop
Finance & Accounting
Course overview
Investment Analysis & Portfolio Management: Practical Workshop is a hands-on workshop built around exercises and real site problems in Investment Analysis & Portfolio Management. It covers the principles, the requirements of IFRS, IIA standards, COSO and GCC tax regulations, and the practical methods used on site, with case studies from operations in the Gulf, Africa and worldwide. Available online, in the classroom in 60 cities, or in-house.
What participants will be able to do
- Explain the principles, terminology and scope of Investment Analysis & Portfolio Management
- Apply the relevant requirements of IFRS, IIA standards, COSO and GCC tax regulations
- Use practical tools, checklists and calculations with confidence
- Recognise common problems, risks and root causes and choose the right corrective action
- Prepare an improvement plan for their own site or organisation
Who should attend
Designed for finance professionals, accountants, auditors and budget holders who want practice rather than theory.
Course outline (5 days)
- Day 1: Workshop briefing and baselineParticipants bring a real problem from their own site
- Day 2: Guided practice 1Hands-on exercises using templates, checklists and calculators
- Day 3: Guided practice 2Simulations and role-play based on Investment Analysis & Portfolio Management scenarios
- Day 4: Field cases from the Gulf and AfricaAnalysing what went wrong and what worked
- Day 5: Action plan and peer reviewEach participant leaves with a reviewed improvement plan
What the 10-day edition adds
- Day 6: Applied project, part 1Apply the week-one methods to a case from your organisation
- Day 7: Data and digital toolsSoftware, spreadsheets and digital tools used in practice
- Day 8: Lessons from incidents and auditsWhat investigations and audit findings teach
- Day 9: Applied project, part 2Complete, test and refine your solution
- Day 10: Presentations and final assessmentPresent to the group and complete the final assessment
Training method and certificate
Interactive sessions, practical exercises, case studies and pre- and post-course assessments. Participants receive a Qimma Global Training certificate of completion stating the training hours (30 hours for 5 days, 60 hours for 10 days). Delivered in English or Arabic.
Dates 2027–2030
None of these dates work? We run this course for your team on the date and in the place you choose.
| Dates | City | Duration | Fee | |
|---|---|---|---|---|
| 18–22 Jan 2027 | Manchester Classroom | 5 days | $5,500 | Register |
| 22 Mar – 2 Apr 2027 | Dubai Classroom | 10 days | $9,900 | Register |
| 17–21 May 2027 | Johannesburg Classroom | 5 days | $5,500 | Register |
| 8–19 Nov 2027 | Istanbul Classroom | 10 days | $9,900 | Register |
| 22–26 Nov 2027 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 3–7 Jul 2028 | Berlin Classroom | 5 days | $5,500 | Register |
| 9–20 Jul 2028 | Manama Classroom | 10 days | $9,900 | Register |
| 17–21 Jul 2028 | Brussels Classroom | 5 days | $5,500 | Register |
| 13–24 Aug 2028 | Cairo Classroom | 10 days | $9,900 | Register |
| 18–22 Sep 2028 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 8–12 Jan 2029 | Luanda Classroom | 5 days | $5,500 | Register |
| 14–25 Jan 2029 | Manama Classroom | 10 days | $9,900 | Register |
| 20–24 May 2029 | Alexandria Classroom | 5 days | $5,500 | Register |
| 12–23 Aug 2029 | Kuwait City Classroom | 10 days | $9,900 | Register |
| 10–14 Sep 2029 | Online (live) Online (live) | 5 days | $3,000 | Register |
| 20–24 Jan 2030 | Salalah Classroom | 5 days | $5,500 | Register |
| 4–15 Feb 2030 | Barcelona Classroom | 10 days | $9,900 | Register |
| 20–24 May 2030 | Tunis Classroom | 5 days | $5,500 | Register |
| 8–19 Jul 2030 | Milan Classroom | 10 days | $9,900 | Register |
| 12–16 Aug 2030 | Online (live) Online (live) | 5 days | $3,000 | Register |