Certificate in Investment Portfolio Management

Certificate in Investment Portfolio Management


This investment course consists of a total of 24 hours. It introduces you to the background necessary for learning to make better investment decisions and emphasizes terms and measures of return, risk, investment instruments available as well as the major global capital markets operations. The programme initiates the valuation process by considering tools and techniques that support the critical asset allocation decision. It also covers the portfolio theory and its application as well as how an investor should allocate the funds available among alternative investments (Forex versus cash equivalents versus mutual funds). Emphasis will be put on the valuation of individual investment alternatives such as Forex, Stocks, Bonds, Mutual Funds, Options and Futures. As Internet grows rapidly and gradually, it becomes a tool for investors to promptly access information. This programme will help investors to invest successfully on the web.

Information at a Glance



Commencement Date:

Tuition fee for Members:


Tuition fee for Non-members:


Medium of Instruction:

Cantonese / English

Mode of Instruction:



Course Details

Ms Candy Ho
Phone: 2774 8554
Email: candyho@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: 2774 8500
Email: hkma@hkma.org.hk
Fax: 2365 1000

Payment Methods