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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 📚\

  • Weeks 1-2: Financial Markets & Macroeconomic Indicators -Financial Markets, Capital Market, Impact on Investor Decisions & macroeconomic factors. Resources: Bangladesh bank, DSE & CSE.
  • Weeks 3-4 : Financial Statements Analysis - Income Statement, Balance Sheet & Cash Flow Statement. Activities: Company analysis. Resources: Financial reports.
  • Weeks 5-6 : Fundamental Analysis & Company valuation - Sector Analysis, Company Analysis, enterprise value & Valuation Techniques. Resources: TradingView.
  • Weeks 7-8 : Technical Analysis - Candlestick, Dow Theory , Support and Resistance & Chart Patterns. Resources: TradingView.
  • Weeks 9-10 : Risk-Return , Market trend & sentiment- Measuring Risk & Return Portfolio Risk and Diversification & Tools to Identify Market Trends.
  • Weeks 11-12 : Investment and Trading Strategies Portfolio Management - Investment Strategies, Trading Strategies, Portfolio Construction & Monitoring and Rebalancing. Resources: Excel tools.

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 Details
Duration: 20 Sep 2025 - 31 Dec 2025
Faculty: Business & Entrepreneurship
Level: Beginner to Advanced
Mode: Hybrid
Price: 3000 BDT
Your Instructors
Instructor
Dr. Md. Azizur Rahman

Associate Professor & Head, Dept. of Business Administration, Daffodil International University
Instructor
Md. Imran Khan

Senior Executive, Research & Portfolio Management, Amar Securities Ltd
Instructor
Limon Moinur Rasul

Manager, UCB Investment Ltd.
What You'll Learn
  • Module 1: Covers financial markets and macroeconomic indicators, including financial markets, capital market, impact on investor decisions, and macroeconomic factors (Weeks 1-2)
  • Module 2: Focuses on financial statements analysis, covering income statement, balance sheet, cash flow statement, and company analysis activities (Weeks 3-4)
  • Module 3: Explores fundamental analysis and company valuation, including sector analysis, company analysis, enterprise value, and valuation techniques (Weeks 5-6)
  • Module 4: Addresses technical analysis, covering candlestick, Dow Theory, support/resistance, and chart patterns (Weeks 7-8)
  • Module 5: Includes risk-return, market trends, investment/trading strategies, and portfolio management, covering risk/return measurement, diversification, trend tools, strategies, portfolio construction, and rebalancing (Weeks 9-12)
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