Certificate Programme on Investment Portfolio Management

Commencement Date

19 May 2004

  Application Form / Brochure  
(For enrollment, please call Enrolment Section on 2774 8500 during office hours.)


The certificate course introduces you to the background necessary for learning to make better investment decisions and emphasizes terms and measures of return, risk, investment instruments available as well as the major global capital markets operations. The programme initiates the valuation process by considering tools and techniques that support the critical asset allocation decision. It also covers the portfolio theory and its application as well as how an investor should allocate the funds available among alternative investments.

Upon completion of the programme, participants should have gained working knowledge of Stocks, Bonds, Options, Warrants, Futures, Mutual Funds and Portfolio Management.


1. The Nature of Stocks
2. Fundamentals of Equity Valuation
3. Fundamental Analysis
4. Technical Analysis
5. What can Internet Do for You on Investment?
6. Fixed Income Securities
7. Bond Fundamentals
8. Special Types of Securities - Derivatives
9. Fundamentals of Warrants & Futures
10. How Mutual Funds Work
11. Analyzing a Fund and Careful Look at Risk
12. Portfolio Management
Language Medium


Member Fee

HK$ 2,750

Non-member Fee

HK$ 2,950 


For reservations and general enquiries, please call Customer Services Department on 2774 8501 or via fax 2774 8503.