Course Details

Security Market Analysis and Portfolio Management

  • Title : Security Market Analysis and Portfolio Management
  • Course TYPE : Training Workshop
  • Course No : TW23/2022
  • Duration : 02 Working Days
  • Frequency : 01
  • Time : Tuesday 12th of April 2022 - Wednesday 13th of April 2022
  • Nature: On campus (Residential)
  • Target Group : Senior Principal Officer or Equivalent Officer and above
  • Methods : Lecture, Group Discussion, Case Study, Panel Discussion and Formulation of Recommendation
  • Resource Person: BIBM Faculty and Professionals from Financial and Other Institutions
  • Coordination Team :
    1 . Dr. Md. Mosharref Hossain
    2 . Tahmina Rahman CSAA
  • Objectives:

    a. To Familiarize the Participants with The Concepts and Types of Investment, Securities, and Financial Markets and to Introduce Analytical Tools for Security Analysis and Investment Decisions.

    b. To Develop Skills for Formation of Optimum Portfolio as well as Management of Efficient Portfolio Focusing on Security Market Regulation and Compliance Issues.

  • Contents:

    a. Concepts and Methods of Investment, Types of Securities, Concepts of Risk and Return, Determinants of Required Rate of Return (Stock, Bond, Debenture, Mutual Funds).

    b. Security Market Regulation and Compliance.

    c. Valuation Concepts- Stock Valuation-Dividend Discount Model, Earning Multiplier Model, Discounted Cash Flow Valuation Technique, Bond Valuation - Bond Yield and Prices, Yield to Maturity.

    d. Fundamental & Technical Analysis-Top-Down Approach, Candle-Stick Analysis etc.

    e. Portfolio Formation and Management-Portfolio Return and Risk, Systematic and Unsystematic Risk, Diversification, Risk-Return Trade-off, Correlation and Covariance, Asset Pricing Models- CAPM, APT, Efficient Frontier and Selection of Optimal Portfolio.

    f. Portfolio Performance Analysis and Portfolio Management Strategies.

    g. Debt Security Analysis- Risk, Liquidity, Coupon, Duration, and Immunization.

Terms and Conditions:

a. BIBM member banks can access the online nomination form before forty (40) days of the commencement of programs. BIBM member banks can nominate a maximum number of three (03) participants for a Training Workshop. The maximum number of participants in each Training Workshop is 40. However, if the number of total nominees exceeds the maximum number, a final list of 40 participants will be prepared by the BIBM authority which will be available online five (05) days prior to the commencement of the Training Workshop. Information in regard to rejection of any nomination will be communicated to the concerned bank at least three (03) days before the commencement of the Training Workshop. No participant under the target group/level is allowed to participate in any Training Workshop.

b. As per the decision of the BIBM Governing Board, BIBM Member Banks (except Bangladesh Bank) are required to pay BDT 1500 per day per participant including holidays (if any) as training fees which also include Accommodation, Food, and other miscellaneous expenses. However, for Bangladesh Bank, the fee is BDT 500 per day per participant. All Fees are excluding VAT and Tax. 

c. The pay order/bank draft drawn in favor of ‘Bangladesh Institute of Bank Management’ has to be sent at least seven (07) days prior to the commencement of the Training Workshop.

d. The Training for each day will be as follows:

1st Session: 1005-1105

Refreshment: 1105-1130       

2nd Session: 1130-1230

Break: 1230-1235

3rd Session: 1235-1335

Lunch & Prayer Break: 1335-1430

4th Session: 1430-1530

Tea Break: 1530-1600

5th Session 1600-1700