Effective risk management is the backbone of smart investing. This course provides a comprehensive overview of the principles, tools, and techniques used to assess and manage investment risks across different asset classes and market conditions. It helps participants identify potential threats to portfolio performance and design strategies that protect capital while allowing for long-term growth.

By blending financial theory with real-world practice, the course enables professionals and investors to develop a risk-aware mindset. Participants will explore case studies, risk scenarios, and stress testing tools used by top investment firms, equipping them with the confidence to navigate volatility and uncertainty.

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

Identify and classify the various types of investment risk.
Apply risk measurement tools such as standard deviation, beta, and Value-at-Risk (VaR).
Understand risk-adjusted return metrics like Sharpe and Sortino ratios.
Conduct portfolio stress testing and scenario analysis.
Design risk mitigation strategies tailored to investment goals.

This course is ideal for:

Financial analysts and portfolio managers.
Individual investors managing personal portfolios.
Finance students and early-career professionals.
Wealth advisors and investment consultants.
Risk officers and compliance professionals.

This course uses a practical, hands-on methodology grounded in real-world investment scenarios. Participants will work with case studies, portfolio simulations, and historical market data to assess risk and make data-driven decisions. Each session includes interactive lectures, tool demonstrations, group risk assessments, and step-by-step modelling of common risk situations. The training emphasises critical thinking, technical skill-building, and the use of industry-standard software and techniques.

Day 5 of each course is reserved for a Q&A session, which may occur off-site. For 10-day courses, this also applies to day 10

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ID	التواريخ المتاحة	المدينة	الرسوم	الإجراءات

Course Content

Section 1: Introduction to Investment Risk

What is risk? Definitions and types (market, credit, liquidity, etc.).
The relationship between risk and return.
Overview of the risk management process.

Section 2: Quantitative Risk Measurement

Risk metrics: standard deviation, beta, VaR, and correlation.
Portfolio volatility and covariance.
Tools and models: Monte Carlo simulation, sensitivity analysis.

Section 3: Risk-Adjusted Performance and Portfolio Analysis

Sharpe, Sortino, Treynor ratios.
Performance attribution and benchmarking.
Asset allocation and portfolio optimisation.

Section 4: Stress Testing and Scenario Planning

Modelling extreme events and black swan risks.
Case study: 2008 financial crisis and COVID-19 impact.
Building resilient investment strategies.

Section 5: Risk Mitigation Strategies

Hedging techniques: options, futures, and diversification.
Behavioural risk management and cognitive biases.
Integrating ESG risk factors into portfolio management.
Final project: Build a risk profile and mitigation plan for a sample portfolio.

Certificate Details

عند إتمام هذه الدورة التدريبية بنجاح، سيحصل المشاركون على شهادة إتمام التدريب من Holistique Training. وبالنسبة للذين يحضرون ويكملون الدورة التدريبية عبر الإنترنت، سيتم تزويدهم بشهادة إلكترونية (e-Certificate) من Holistique Training.

شهادات Holistique Training معتمدة من المجلس البريطاني للتقييم (BAC) وخدمة اعتماد التطوير المهني المستمر (CPD)، كما أنها معتمدة وفق معايير ISO 9001 وISO 21001 وISO 29993.

يتم منح نقاط التطوير المهني المستمر (CPD) لهذه الدورة من خلال شهاداتنا، وستظهر هذه النقاط على شهادة إتمام التدريب من Holistique Training. ووفقًا لمعايير خدمة اعتماد CPD، يتم منح نقطة CPD واحدة عن كل ساعة حضور في الدورة. ويمكن المطالبة بحد أقصى قدره 50 نقطة CPD لأي دورة واحدة نقدمها حاليًا.