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03 February 2026  |  30 November 2026

Investment theory

Applications accepted until
20 January 2026
Short Course Coordinator:
Mmabotsile Myeni
Accreditation:
Certificate of Competence
Course dates
03 February 2026 - 30 November 2026
Applications close
20 January 2026
Overview
This course equips financial services providers with the theoretical and practical knowledge required to meet the 'fit and proper' requirements of the Financial Advisory and Intermediary Services (FAIS) Act. It covers fundamental financial principles, ratio analysis, capital budgeting, portfolio management, and the functioning of financial markets. Participants explore investment and corporate finance decisions, derivatives, and asset-liability management. Designed for Category 1 financial services providers and advisors, the course blends academic insight with professional application, ensuring students are equipped to provide sound financial advice, analyse investments, and navigate the complexities of South Africa's financial system confidently and compliantly. A quality-assured certificate from the University of the Witwatersrand is issued on successful completion.
Duration
1 Year
Format
2.5-hour weekly lectures and 1-hour tutorials per week per the University's semester calendar
Pricing

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    The course content addresses the following topics:

      • 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
      • 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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