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11 February 2025  |  28 November 2025

Investment Theory

Applications accepted until
24 January 2025
Short Course Coordinator:
Mmabotsile Myeni
Accreditation:
Certificate of Competence
Course dates
11 February 2025 - 28 November 2025
Applications close
24 January 2025
Overview
The course aims to equip Category 1 FSP's (intermediary service providers) - registered in terms of FAIS, with the necessary fundamental theory and academic knowledge to compliment on the job training and existing skills and to enable financial practitioners to comply with the "fit and proper" requirements as outlined in the Act.
Duration
The programme is offered over a one year period, starting in February - Classes take place Tuesdays at 17:30
Format
Face-to-Face
Pricing
VAT Incl. = R19,900.00

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    The course content addresses the following topics:


    The course is divided into two sections namely:


    Corporate Finance


    • Introduction to finance.
    • Financial ratio analysis.
    • The time value of money discounting, the valuation of fixed income securities and shares.
    • Assets and liability management.
    • Capital budgeting: cash flow forecasts, alternative methods of investment appraisal, project interaction, capital rationing, risk and return, project analysis, the evaluation of forecasts and performance.
    • Corporate financing decision: efficient markets, the dividend decision, capital structure, the cost of capital leasing.


    Investment


    • Introduction to investment.
    • Calculating investment returns, the relationship between risk and reward, investment market dynamics.
    • The "Money Market": T-bills, bankers acceptances, deposits, certificates of deposit, the role of the central bank.
    • Bond Market: market overflow, gilts, corporate bonds, junk bonds.
    • Equity: market overview, dividend discount model, fundamental analysis, technical analysis.
    • Derivatives: interest rate futures, equity futures, arbitrage with the spot market, interest rate options, equity options, arbitrage between spot, futures and options, option valuation, option algebra, calculating option exposure, hedging.
    • Introduction to portfolio theories: efficient markets hypotheses, capital asset pricing model, arbitrage pricing theory.
    • Investment overview: the measurement of investment performance.
    • The role of investment markets in the economy.

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