Certificate in Investment Management
Build an in-depth understanding of investment strategies, financial markets and economy with the Indian School of Business - ranked as #1 Business School in India.
Enrolments closed
Dates for the next cohort will be announced soon
16 weeks
8 hours/week
USD 1,500 (INR 1,12,500)
Explore flexible payment options while enroling.
100% online
Includes live classes.
No application required.
Understand financial markets, investing, and trading strategies
Gain necessary knowledge to understand financial statements and economic markets. Learn about investment portfolios, understand how trading strategies work in emerging markets and methods of building robust backtesting systems. This programme will help you build a career in investment management, prepare for higher education in finance, and efficiently manage personal finances.
Learn from a triple-accredited business school
Strengthen your profile with a credential from a reputed and research-productive business school. ISB is accredited by AMBA, EFMD Quality Improvement System (EQUIS), and the Association to Advance Collegiate Schools of Business (AACSB).
Global outlook with experiential learning
Experience meaningful exchange of knowledge with a global outlook, diverse perspectives, and industry experience. Get personalised, actionable feedback through real-time engagement with the ISB faculty and programme facilitators.
Programme description
Overview
This programme will help you build a career in investment management, or prepare for higher education in finance. It will further enable you to efficiently manage your personal finances. You will learn about financial statements, common filings of firms, basics of the investment process, and trading strategies. Over a 16-week period, you will build a sound understanding of two trading strategies that work in emerging markets - Piotroski F -score and Post earnings announcement drift (PEAD). You will also learn about efficient market hypotheses, market anomalies and evaluating investment performance.
Post completion of this programme, you will be prepared for a career in roles such as investment manager, portfolio manager, risk analyst, research manager, and financial analyst. You will be able to understand financial markets and evaluate the performance and timing of a mutual fund.
Industry Sessions
The programme is taught by the leading faculty at the Indian School of Business. It includes accomplished industry practitioners, who have been at the helm of global businesses. You will have an opportunity to interact with industry experts joining in to deliver live sessions virtually.
Required background
No prerequisites.
Webinar
Admissions webinar: Live Q&A session with the faculty now available to watch. Learn more about the certificate, the programme structure, curriculum, career outcomes, and timelines directly from the faculty in this video.
Industry Expert: Watch this video of an exclusive session with Guest faculty Rajan Raju, Director at Invespar.
Skills you will gain
- Risk Management
- Behavioural Finance
- Financial Markets
- Bond Market
- Stock Market
- Investment Banker
- Portfolio Manager
- Risk Analyst
This 16 week programme features 3 courses.
Course 1 of 3
Investment Basics (Week 1 to Week 6)
Overview
The purpose of this course is to equip you with the knowledge required to comprehend the financial statements of a company and understand various transactions that take place in the stock market. Later on, you will learn general concepts of financial markets. You will see the difference between primary and secondary markets and learn about markets for different products. After completing course 1, you will have a much stronger background in financial markets. This course is designed to help anyone with very little or no finance background learn the basics of investments.
Course 2 of 3
How to come up with Investment Ideas? (Week 7 to Week 12)
Overview
In the first part of this course, you will learn how to read an academic paper. For every strategy, first, you will be introduced to the original research and then how to implement the strategy.
The first strategy, Piotroski's F -score will be discussed in detail. You will be taught how to calculate the F - Score and how to use this score in a strategy. This is followed by the next strategy, Post earnings announcement drift (PEAD). This course will also provide you back test results for all the strategies in developed and emerging markets. You will also be taught scientific ways of back testing without succumbing to either look ahead (or) survival bias.
Course 3 of 3
Stock Valuation and Investment Risks (Week 13 to Week 16)
Overview
This course which teach you the concepts of risk and expected return. This presents an overview of the basic concepts and techniques used to construct financial portfolios. We will also look at understanding and interpreting major portfolio management and risk concepts. You will be introduced to the concept of risk-return and how to evaluate the performance of your investment based on that.
In the second part, the course integrates learning from the previous courses and guides you on building a portfolio of strategies and integrating it into funds. There are concepts on how to measure the performance of your portfolios. You will be taught ways of measuring the contribution of a strategy to a portfolio in terms of risk and return.
You will be able to appreciate the consequences of including a strategy in a new as well as an existing portfolio
Faculty
Prasanna Tantri
Associate Professor, Finance
Ramabhadran Thirumalai
Professor, Finance (Practice)
Ramana Sonti
Professor, Finance (Practice)
Anand Shekhar
Head - R&D, Centre for Analytical Finance, ISB
Sai Harsha
Doctoral Student at University of Houston
Rajan Raju
Director – Invespar. Ex – Citibank, Deutsche, DBS, Standard Chartered.
Frequently asked questions
If you need further assistance, please email invest_mgt@isb.edu with any questions.