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Security Analysis and Portfolio Management
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This course is designed to help students to become familiar with the theory and practical aspects of Security analysis and portfolio management. Understanding the practical application of these concepts demands for a solid understanding on the basics of investment management. In this course we emphasis on the basics of investment, portfolio theories, Capital Asset Pricing Model, Arbitrage pricing theory, portfolio management framework, Fundamental analysis and technical analysis. At the end of this course, the students are expected to have a good understanding of the conceptual framework of security analysis and portfolio management and also, they are expected to apply theoretical aspects in the investment management.


Module 1: Basics of Investment

Meaning of Investment, Need for Investments, Financial Assets versus Real Assets, Investment versus Speculation, Investment Alternatives, Characteristics of Financial Markets, Functions of Financial Markets.

Module 2: Portfolio Theory

Return, Measuring Historical Return, Expected Return, Risk, Source of Risk, Types of Risk, Measuring Portfolio Risk, Harry Markowitz Model, The Efficient Frontier, Optimal Portfolio, Single Index Model.

Module 3: Capital Asset Pricing Model and Arbitrage Pricing Theory

Basic Assumption of CAPM, Capital Market Line, Security Market Line, Inputs Requires for Applying CAPM, Arbitrage Opportunities and Profits, Portfolios and Different Betas, Arbitrage in Expected Returns.

Module 4: Portfolio Management Frameworks

Phases of Investment Management Process, Key Dimensions of Portfolio Performance Evaluation, Portfolio Evaluations Measures. 

Module 5: Fundamentals Analysis and Technical Analysis

Meaning and Importance of Fundamental analysis, Components of Fundamental Analysis, Charting Techniques, Technical Indicators, Evaluation of Technical Analysis.

Learning Outcomes

  • Outline the meaning of and needs for an investment
  • Assess the fundamental aspects of risk and return
  • Adapt the qualities of successful investors
  • Illustrate the impact of diversification on portfolio risk
  • Explain the phases of an investment management process

Who Should Attend?

  • Management Students
  • Graduates with Management background

Job Prospects

  • Credit Portfolio Analyst
  • GFIT Portfolio Analyst
  • Portfolio Risk Analyst
  • Financial Portfolio Analytics


After completing this course and successfully passing the certification examination, the student will be awarded the “Security Analysis and Portfolio Management” certification.

If a learner chooses not to take up the examination, they will still get a 'Participation Certificate'

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