Securities and Portfolio Management

The Securities and Portfolio Management Certificate Programme is the first accredited Securities Programme in the Caribbean region. It is designed for the individual who is desirous of being licensed to trade and give financial advice in the regulated securities industry.

At the end of this Programme you will achieve the following;

  • The risk/ reward relationship in Investing
  • The regulated securities industry as it impacts on the capital markets
  • The related securities industry as it impacts on trading on the stock exchange
  • Matching assets to their appropriate risk profile to create a winning portfolio
  • Comprehensive knowledge of investment instruments and their risk profiles
  • Sound research techniques in technical analysis
  • Solid analytical skills in Fundamental Analysis
  • Ethical and professional practices that impact sound investment management
  • Presentation techniques how to engage your prospective clients

TARGET AUDIENCE

  • Research Analysts
  • Sales Representatives in the financial services industry
  • Customer Service Representatives/ Account Managers in financial services industry
  • Treasury Officers
  • Accountants wanting to get a better grasp of Finance  
  • Financial Advisors
  • Financial Consultants
  • Enthusiasts who want to understand the sound techniques of portfolio management to manage their respective portfolio.
Interested in the Ritsonite Experience?
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