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Investment Analysis and Portfolio Mgmt Certificate Course

NIFM
Course by NIFM
 5.0 rating    99 Students

Introduction

ONLINE COURSE IN INVESTMENT ANALYSIS AND PORTFOLIO MANAGEMENT

Investment is termed as contributing money for with a view to gain profits or returns with interest on future rates. Investment analysis includes terms and conditions of investing keeping the mind the market position for investments. Buying of stocks, bonds, mutual funds and securities is done through investing in stock market. Stock market investments may be risky if done during the market fluctuations and sudden changes in stock prices. For a trader or investor, Investment is a purpose for making easy money but can turn the tables if done without analyzing the market strategies and understanding the concepts of the stock market.

An online course of investment analysis and portfolio management has been introduced by Online NIFM. This course offers an understanding of the investment techniques in the stock market and trends followed by the current financial market. It helps in evaluating the performance of portfolio management and provides solutions for investments.  While making investment decisions, investors should take care of the favorable market conditions and avoid quick decisions for making huge investments. This online course provides a unique approach for studying the financial aspects related to investments and gives an insight of contributing money in bond and capital market. For managing financial investments, one has to understand the profitability and risk factors involved.

Different modules with proper description are covered in this course. On completing this module, one can understand the valuation of securities, bonds and equity derivatives. The online classes are provided a study for constructing portfolio along with theoretical information. Individuals working in financial organizations and broking houses can complete this module and prepare themselves for course on portfolio management exam. The institute for portfolio management course offers online classes to anyone who has an interest in financial markets and wants to learn the concept of investment strategies at affordable prices. Demo classes can help in the better selection of portfolio management course and best institute to study.

After completing this module, one can go up in the career and select a suitable position in broking houses and stock & securities agencies. Classes are also provided as per the student’s requirements along with recorded classes for review and improvement.  Highly qualified faculties give guidance and support to the beginners as well as the experienced traders or investors in interpreting portfolio management and risk consideration. The objective of this course is to provide a logical thinking before making investment decisions.

Note: We only provide preparation for NSE NCFM modules. We do not conduct their exams or issue their certificates. Students will receive a certificate from NIFM upon successful course completion.

What Makes This Course Stand Out?

  • Comprehensive Learning: Covers every core aspect of investment & portfolio management.

  • Industry-Relevant Knowledge: Learn how financial markets, bonds, and derivatives work.

  • Flexible Learning: Study anytime, anywhere through online video lectures.

  • Experienced Mentor: Learn from Mrs. Shrutee Sharma, a finance and portfolio management expert.

  • Career Advantage: Boost your profile with a Lifetime-Valid NIFM Certification.

Learning Outcomes

By the end of this course, you will be able to:

  • Analyze investment opportunities using data-driven approaches.

  • Understand capital markets, bonds, and securities.

  • Measure portfolio risk and return effectively.

  • Apply modern portfolio theory (MPT) in decision-making.

  • Evaluate the valuation of derivatives and market efficiency.

  • Build and manage an optimized investment portfolio.

FAQs

Q1. What is the Investment Analysis and Portfolio Management Course?
Ans - It’s an online NIFM course that teaches how to analyze investments and manage portfolios.

Q2. Who should join this course?
Ans - Ideal for students, investors, bankers, and finance professionals.

Q3. What is the duration of the course?
Ans - Around 4 hours of pre-recorded lessons with study material and mock tests.

Q4. What language is the course available in?
Ans - The course is taught in Hindi, with eBooks available in English.

Q5. Will I receive a certificate?
Ans - Yes , you’ll get a Lifetime-Valid NIFM Certificate after completing the course.

Q6. Is this course suitable for beginners?
Ans - Yes, it starts with the basics and covers advanced investment topics.

Q7. Who is the faculty for this course?
Ans - Mrs. Shrutee Sharma, an experienced finance and investment expert.

Q8. Can I study on mobile?
Ans -Yes, you can access all content on mobile, laptop, or tablet.

Q9. What is the passing score?
Ans - You must score 60% or higher (25% negative marking applies).

Q10. What career roles can I pursue after this course?
Ans - You can work as an Investment Analyst, Portfolio Manager, or Financial Advisor.

What you will get?

Pre-recorded chapter vise videos - Yes (approx 4 hours)

Language:  HINDI

Book:  Yes (Ebooks in pdf format in English)

Mock test:  Yes (online mock test with approx 500 question answers) 

Certification: Certification from NIFM

Assesment Structure:

Duration: 120 minutes

No. of questions: 60

Total Marks: 100

Marks per question: 1

Passing score: 60%

Negative Marking: Yes (25%)

Certificate validity: Life Time

Faculty: Mrs. Shrutee Sharma

About Course

Investment analysis and portfolio management has detail video power point presentation for understanding the practical concepts of portfolio management.  It is designed to cater the needs of investors who want to manage their portfolio based on risk reward analysis. The various asset classes which help in diversifying portfolio can be read from this module. Portfolio analysis is an important part of managing the financial investments. Capital market and bond market are the two main segments where one can invest in to. In this module we will be covering about the various factors which are required to be analyzed for investing in capital and bond market and the formulas used for calculating the fair value of investments. Thus we will be calculating  risk reward ratio for the particular asset as well as portfolio performance. 

It will help the students to prepare for examination offered by NIFM certification.

It contains:

  • Objectives of Investment decisions
  • Financial Markets
  • Fixed Income Securities
  • Capital Market Efficiency
  • Financial Analysis and Valuation
  • Modern Portfolio Theory
  • Valuation of Derivatives
  • Investment Management

Course Requirements

Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.

Who is this Course for?

  • Students

  • Investors

  • Traders

  • Bankers

  • Professionals

  • Homemakers

  • Analysts

  • Sub-Brokers

Course Outline

Chapter 1 : OBJECTIVES OF INVESTMENT DECISIONS

This chapter introduces the core principles of investment, including investor objectives, constraints, and financial goals. You’ll learn about different types of investors and how to align risk tolerance with expected returns. This foundation helps you develop a structured investment plan that supports both short-term and long-term wealth creation.
1 Videos Available

Chapter 2 : FINANCIAL MARKETS

Understand how financial markets operate and connect investors with investment opportunities. This chapter covers primary and secondary markets, the money market, and the bond and equity segments. You’ll learn how market mechanisms drive liquidity, price discovery, and the efficient allocation of capital for investors and institutions.
1 Videos Available

Chapter 3 : FIXED INCOME SECURITIES

Dive into the world of fixed income investments such as bonds and treasury instruments. Learn about interest rates, yields, duration, and valuation methods used to assess debt securities. This chapter helps you understand how to calculate bond prices, analyze returns, and manage interest rate risks effectively in your portfolio.
3 Videos Available

Chapter 4 : CAPITAL MARKET EFFICIENCY

Explore the Efficient Market Hypothesis (EMH) and its role in modern finance. This chapter explains how information is reflected in stock prices and how market inefficiencies can lead to profit opportunities. You’ll learn to distinguish between weak, semi-strong, and strong market forms to build better investment strategies.
1 Videos Available

Chapter 5 : FINANCIAL ANALYSIS AND VALUATION

This chapter teaches how to perform financial statement analysis and apply valuation techniques to assess company performance. Learn about profitability ratios, earnings per share (EPS), and intrinsic value calculations. You’ll also understand how to use technical and fundamental analysis together for precise investment decisions.
4 Videos Available

Chapter 6 : MODERN PORTFOLIO THEORY

Learn the science behind portfolio diversification and the relationship between risk and return. This chapter introduces the Capital Asset Pricing Model (CAPM) and explains how to create an optimal portfolio that balances potential gains with acceptable risk levels. Master the art of building efficient portfolios for stable long-term returns.
1 Videos Available

Chapter 7 : VALUATION OF DERIVATIVES

Gain a detailed understanding of derivative instruments such as forwards, futures, and options. This chapter explains pricing models like the Black-Scholes formula and the concept of hedging vs. speculation. You’ll learn how derivatives enhance portfolio performance and help investors manage risk effectively.
2 Videos Available

Chapter 8 : INVESTMENT MANAGEMENT

This final chapter focuses on portfolio management techniques and mutual fund structures. Learn how to evaluate active vs. passive investment strategies, calculate Net Asset Value (NAV), and measure fund performance. You’ll also explore the role of investment companies and fund managers in managing investor capital and risk.
1 Videos Available

Student Review

m
monika monga
 5

video classes are very effective to understand the concept of portfolio management

r
ritesh singh
 5

good

M
Monika .
 5

Best preparation module

Rs.1950*  Rs.6500

70% OFF

This Course includes

8 Section 8 Section
E-Books in pdf E-Books in pdf(Only in Courses)
Mock Test Mock Test for Practice
Certification Test Final Certification Test
Certification Certification from NIFM

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