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This training program aims to:
✨Provide trainees with the necessary scientific and practical knowledge to understand investment mechanisms in financial markets.
✨Focus on developing sound investment thinking, analyzing financial markets, managing risks, and making informed investment decisions based on sound scientific and economic principles.
The program relies on:
✨Integrating theoretical explanations
✨Real-world examples
✨Illustrative diagrams
✨Practical applications, enabling trainees to move from a theoretical level to a practical level of application.
Objective:
✨Preparing and qualifying trainees to acquire basic and advanced skills in the field of investment in financial markets, enabling them to understand the nature of financial markets.
✨Analyzing various investment instruments
✨Effectively managing financial risks
✨Making sound long-term and short-term investment decisions.
By the end of the program, the trainee will be able to:
Define the concept of investment and financial markets accurately-
Differ between types of financial instruments-
Analyze stocks using fundamental and technical analysis-
Assess risks and expected returns-
Build a balanced investment portfolio-
Avoid common mistakes made by novice investors-
| Expected time | Program topics |
| 7 hours | Introduction to Investment and Financial Markets |
| 15 hours | Financial instruments and investment analysis |
| 8 hours | Portfolio management, risk management, and decision-making |
Unit 1: Introduction to Investment (5 hours)
Topics
The concept of investment and its economic importance
The difference between saving and investing
Types of investors (individual – institutional)
Characteristics of financial markets
The relationship between return and risk
Unit 2: Financial Instruments and Technical Analysis (15 hours)
Topics
Stocks: Definition – Types – Shareholder rights
Bonds: Concept – Advantages – Risks
Investment funds
Fundamental analysis (financial statements – profits)
Technical analysis (Japanese candlesticks – trends – support and resistance – reversal and continuation patterns – indicators)
Unit 3: Risk Management and Portfolio Building (5 hours)
Topics
The concept of investment risk
Types of risk (market – operational)
Diversifying the investment portfolio
Investment strategies (short – long term)
Common mistakes made by investors
| Day | Exercise name | Duration |
| Day 1 | practical control | 15 minutes |
| Day Two | Stock analysis exercise | 30 minutes |
| The last day | remote test | 15 minutes |
The trainers employ advanced methods to enhance participants’ skills through scientifically grounded professional development. This approach relies on brainstorming, realistic professional simulations, and the transfer of accumulated experience through a flexible and adaptable methodology tailored to the trainees’ individual experiences and aligned with a specific program objective. This is all within a clear vision for improving professional competence.
Trainees are evaluated upon completion of the training period through tests or projects, as per the program and in accordance with the most appropriate method for assessing participants’ progress after training. A performance report may be issued before the trainee receives their course completion certificate. Those who do not wish to be evaluated can receive a certificate of attendance.
Trainee evaluation is conducted through:
Written tests
Practical applications
A simplified investment project
The trainee is awarded an accredited course certificate from the Technical and Vocational Training Corporation.
Principles of Investment – Zaki Najib
Financial Markets – Dr. Muhammad Abdul Rahman
Financial and Investment Analysis – Jarir Bookstore
Arab Stock Exchange Reports
A prominent economic expert specializing in financial services and portfolio management. He holds a Master’s degree in Economics from Sadat Academy for Management Sciences (2018) and a Bachelor’s degree in Commerce from Tanta University (2000), complemented by a Post-Graduate Diploma in Feasibility Studies and Project Evaluation from Alexandria University. Having served as the Managing Director of Aswaq for Portfolio Management, he currently holds the position of Director at Osool Brokerage. He is a Certified Independent Financial Advisor by the Egyptian Securities Federation and a member of the Egyptian Society for Political Economy, Statistics, and Legislation. He has spearheaded over 120 economic feasibility studies for major projects across Egypt, the GCC, and the European Union, and serves as an economic consultant for several entities in the Kingdom of Saudi Arabia. Additionally, he is a lecturer in financial and technical analysis at Alexandria University and the Arab Academy for Science, Technology & Maritime Transport.
