Course Overview

Principles of Investment and Portfolio Management 

Course Code: MC11006
Course Title: Principles of Investment and Portfolio Management
Start Date: September 20, 2025 📅
Duration: 25 hours (25 classes, 1 hour each) ⏰
Mode: Blended (in-person + online sessions) 🌐
Class Size: 25 participants 👥
Course Equivalent: 1 Credit Hour
Course Fee: 3000 BDT 💸

Course Description 🚀
Principles of Investment and Portfolio Management (MC11006) addresses the growing demand for skilled professionals in Bangladesh’s capital markets, where many investors face losses due to limited knowledge, as per a DIU survey and BICM course statistics (2024). This course equips students and investors with foundational skills in investment analysis, portfolio construction, and market trends. Through practical tools like fundamental/technical analysis and demo trading, participants will learn to make data-driven decisions, enhancing employability and wealth-building potential in dynamic financial environments. 🌟

Syllabus 📚\

Learning Outcomes ✅
Participants will:

• Explain investment concepts (risk, return, diversification). 📚

• Analyze stocks, bonds, and mutual funds. 📈

• Evaluate opportunities with fundamental/technical tools. 🔍

• Build diversified portfolios aligned with goals. 💼

• Assess performance using beta, ratios, and metrics. 📊

• Interpret market trends for decision-making. 🌍

Target Audience 🎓\

• Business & Economics students (undergraduates/graduates).

• General investors seeking wealth-building skills.

Entry Requirements 📋\

• Current undergraduates or graduates in Business Department.

• Minimum age: 20 years.

Career Pathways 🚀\

• Jobs: Roles in merchant banks, broker houses, asset management firms (e.g., UCB Investment Ltd.).

• Business: Investing in Dhaka/Chattogram Stock Exchanges, forex, international markets.

• Advanced certifications in portfolio management or CFA.

• Professional Certificate in Investment and Portfolio Management.

Course Overview

Finance and Financial Data Analysis for Managers

Course Title: Finance and Financial Data Analysis for Managers

Start Date: January 10, 2026

Duration: 12 hours (4 evenings × 3 hours each)

Mode: Blended (Zoom Online + Physical Sessions)

Class Size: Up to 50 participants

Course Equivalent: 1 Credit Hour

Course Fee: BDT 3,000

Course Description

Most In-Demand Professional Course for 2025

This intensive certificate course is specially designed for non-finance managers, entrepreneurs, mid-level executives, and finance professionals who want to confidently read, interpret, and use financial statements to drive business decisions and create real value. In just 4 evenings, you will master financial statement preparation, ratio analysis, budgeting, cash flow management, and profitability tools — no prior accounting background required.

Course Content

Module 1: Introduction to Financial Management

• What is Financial Management?
• Goals of Financial Management

Module 2: Interpreting Financial Information

• Data vs Information
• Recording financial events in journals and ledgers
• Using financial information to improve decision-making and communication

Module 3: Practical Accounting – Key Financial Statements Preparation

• Key Accounting Terms
• Balance Sheet
• Income Statement / Statement of Comprehensive Income
• Statement of Cash Flows (Direct & Indirect Method)
• Statement of Changes in Equity & Notes to Financial Statements
• Basic Financial Ratio Analysis

Module 4: Operating Cash vs Net Profit

• Understanding the critical relationship between Operating Cash Flows and Net Profit

Module 5: Budgeting & Investment Decisions for Managers

• Elements and types of budgets
• Reading, organizing, and using departmental budgets
• IRR, NPV, Payback Period, and Break-even Analysis

Entry Qualifications

• No prior finance or accounting knowledge required
• Suitable for managers, entrepreneurs, engineers, marketers, HR professionals, and anyone who deals with numbers
• Minimum age: 22 years

Career Pathways

This course fast-tracks your growth into roles such as:

• Finance-Ready Department Head / General Manager
• Business Unit Controller
• Entrepreneur / Startup Founder
• Project Manager (with strong financial acumen)
• Management Consultant
• Commercial Manager
• Internal Audit & Compliance Officer

Assessment Criteria

• Class participation & exercises: 30%
• Case studies & ratio analysis assignments: 40%
• Final financial statement interpretation test: 30%
• Certification: Official Micro-Credential Certificate from DIU (minimum 70% + 80% attendance)

Course Overview

Financial Literacy

Course Title: Financial Literacy
Starting Date: January 10, 2026
Duration: 20 Hours
Delivery Format: Instructor-led + Practical Exercises + Assessments
Credit Equivalent: 1 Credit Hour
Class Size: Up to 50 Participants
Course Fee: BDT 3,000.00

Course Description

This micro-credential provides practical, everyday financial skills that learners can immediately apply in their personal, academic, and professional lives. The course covers budgeting, savings, digital banking, credit management, debt control, investments, and fraud protection.

Through hands-on exercises, role-play simulations, budgeting tasks, loan comparisons, and digital finance practice, learners develop confidence in managing money responsibly and making informed financial decisions.

Designed for all backgrounds, this course builds a strong foundation for financial independence, safety, and long-term financial planning.

Syllabus

5 Modules × 4 Hours Each

Module 1: Introduction to Financial Literacy (4 Hours)

Topics

• What is financial literacy?
  
  
• Why financial literacy matters
  
  
• Income types (salary, business, passive income)
  
  
• Needs vs Wants
  
  
• Spending habits & financial decision-making
  
  
• Overview of personal finance tools
  
  

Practical Activities

• Personal expense diary analysis
  
  
• Needs vs. wants classification exercise
  
  

Learning Outcome

Understanding the basics of money, personal finance, and responsible financial behavior.

Module 2: Budgeting & Financial Planning (4 Hours)

Topics

• Importance of personal budgeting
  
  
• Budgeting methods (50/30/20 rule, zero-based budgeting)
  
  
• Setting short-term and long-term financial goals
  
  
• Emergency funds
  
  
• Cash flow management
  
  
• Managing family/household budgets
  
  

Practical Activities

• Create a 1-month personal budget
  
  
• Set 3 SMART financial goals
  
  

Learning Outcome

Ability to create and manage a realistic budget and plan monthly finances.

Module 3: Savings, Banking & Digital Finance (4 Hours)

Topics

• Savings accounts, fixed deposits, recurring deposits
  
  
• How banks work
  
  
• Introduction to Digital Financial Services (DFS) & Mobile Financial Services (MFS)
  
  
• Digital transactions: mobile banking, cards, ATM, POS, Bangla QR
  
  
• Interest calculation basics
  
  
• Tools: bank apps, MFS apps, mobile wallets
  
  

Practical Activities

• Compare savings products of different banks/MFS
  
  
• Perform a mock digital transaction & safety checklist
  
  

Learning Outcome

Knowledge of saving instruments, banking tools, and secure use of digital financial systems.

Module 4: Credit, Loans & Debt Management (4 Hours)

Topics

• What is credit?
  
  
• Types of loans (personal, home, auto, credit card loan)
  
  
• Interest rate vs APR
  
  
• Credit score basics
  
  
• Good debt vs Bad debt
  
  
• How to avoid over-borrowing
  
  
• Debt repayment strategies (snowball, avalanche)
  
  

Practical Activities

• Calculate loan installment using simple formulas
  
  
• Evaluate a loan offer (hidden costs, fees, risks)
  
  

Learning Outcome

Ability to evaluate loan options, manage debt, and avoid financial traps.

Module 5: Investment Basics, Risk, & Fraud Protection (4 Hours)

Topics

• Why invest? Basic investment principles
  
  
• Investment products:
  
  
• Mutual funds
  
  
• Bonds
  
  
• Stocks
  
  
• Government savings schemes
  
  
• Risk vs return
  
  
• Inflation impact
  
  
• Financial scams & fraud awareness (phishing, OTP sharing, fake calls)
  
  
• Insurance basics (life, health, general)
  
  
• Safe digital behaviors
  
  

Practical Activities

• Analyze a simple investment scenario
  
  
• Fraud detection role-play (identify red flags)
  
  

Learning Outcome

Understanding investment options, risks, inflation, and staying safe from fraud.

Assessment (Mandatory for Certification)

Project (40%)
Create a 3-month personal financial plan including budget, savings, and risk management.

MCQ Exam (40%)
40 questions covering all modules.

Practical Task (20%)
Budget creation + fraud detection quiz.

Module 6: Financial Risk

Topics

• Nature of Financial Risk
  
  
• Financial Risk Identification Process
  
  
• How to Protect Financial Risk
  
  

Entry Qualifications

• Students from any discipline
  
  
• Early-career professionals
  
  
• Entrepreneurs & freelancers
  
  
• Community members using MFS/DFS
  
  
• No prior financial knowledge required
  
  

Career Pathways

• Finance Assistant / Accounts Support
  
  
• Banking / MFS Customer Service
  
  
• Entrepreneur or Small Business Owner
  
  
• Retail Banking Sales/Advisory Roles
  
  
• NGO / Community Education Worker (Financial Inclusion)
  
  
• Personal Finance Coach (Beginner level)