Diploma of Company Analysis and Portfolio Management

Learn the investment strategies of successful investors!

Learn life-changing knowledge and skills

Our government accredited Diploma of Company Analysis and Portfolio Management (11099NAT) is delivered online and is for anyone wishing to learn the strategies of successful investors.

Learn investment strategies that work

If you wish to be a successful investor, it is important to know that the majority of investors fail. This includes professional investors, such as fund managers and financial advisers.

The data is conclusive, year after year the majority of professional investors underperform, so if you are thinking that investing is a difficult and challenging undertaking, you are 100% correct.

That all said, if you know the investment strategies that work, it is like using a map to find a street on the other side of a city … it is relatively straightforward. In contrast, without a map, the likelihood is high that it will take much longer to find the destination, if it can be found at all.

If you wish to learn investment strategies that work, our diploma will deliver in a way that no other course does.

Our Diploma of Company Analysis and Portfolio Management is the detail, formulas and nuance for how to be a successful investor.

Who is it for?

If any of the following describes you, enrolling in our diploma will empower you to achieve your goals:

You wish to be a highly knowledgeable and successful, analyst and investor

You are a manager or trustee for an SMSF

You are a professional such as a fund manager, accountant, broker, financial adviser or similar, and you wish to turbocharge your knowledge (while also earning CPD points)

You wish to gain employment in the financial markets as an analyst or investment manager

Your competitive advantage

Our Diploma of Company Analysis and Portfolio Management is exactly the competitive advantage you need if you wish to be a successful investor.

To be a successful investor there are four skills required and you will learn all four …

1. how to determine company quality
2. how to determine fair value
3. how to select companies using different investment styles, and
4. how to analyse the economic backdrop to optimise allocation decisions

What you get

Exclusive Qualification – Our Diploma of Company Analysis and Portfolio Management is one of a kind. There is no other equivalent training available in Australia.

Top Tier Training – Those who contributed to the creation of our course hold or have held senior positions at the world’s leading investment banks including Macquarie Bank, Morgan Stanley, Mizuho, HSBC, Citibank, Bankers Trust and more.

Online Support – Students have online access to all resources and support. Our programs are available in an environment supportive to all students.

The skills you will gain

Your Diploma of Company Analysis and Portfolio Management includes:

Value Analysis

  • Principles and Perspectives
  • Financial Analysis
  • Company Valuation

Company Analysis

  • Quantitative Strategies
  • Quality Analysis
  • Active Strategies

Economic Analysis

  • Economic Indicators
  • Stock Market Cycles
  • Bond Market Analysis

Portfolio Management

  • Portfolio Strategies
  • Allocation
  • Risk Analysis

One of a kind

So, why do the majority of investors fail, including professional investors?

The answer is that they lack the knowledge (map) our diploma provides.

Our curriculum is a one of a kind, life-changing opportunity to learn the specific knowledge and skills required to become a sophisticated and successful, analyst and investor.

What you will learn

By the time you complete the program, you will be able to:

Calculate an estimate of fair value using 3 different valuation models

Know when the share price of a company is a compelling bargain

Identify high risk companies to exclude from your portfolio

Identify the highest quality companies to include in your portfolio

Determine the current position in the stock market cycle

Determine the current position in the economic cycle

Analyse the bond market to assess economic risk 

Analyse the stock market rotation to identify strong investment prospects

Select high conviction stock market investments

Build investment portfolios using both active and quantitative strategies

Course structure

Your diploma has been designed for online delivery and to allow you to complete the requirements in your own time. The result is a comprehensive yet flexible learning experience.

Your diploma is comprised of online workbooks and videos, assignments to confirm your progress, direct email contact with Paul Nojin, plus his market analysis and updates throughout that apply the information and strategies to current data and conditions.

Course details

Duration: Between 4 (minimum) and 12 months (maximum)

Study mode: 100% online

Course fee: $26,000 Australian dollars (4 payments of $6,500)

Online resources supplied by us:
Student workbooks, videos, assessment workbooks

Resources you will need to supply for yourself:
Your computer, internet access, Microsoft Excel

Course Director – Paul Nojin

Paul Nojin has over 30 years of experience in the financial markets and company analysis.

He began his career at the iconic Bankers Trust investment bank, world-renowned for the success of its alumni.

Paul’s mentees have also achieved major success and senior positions with leading investment banks.

“Thanks in no small part to Paul and his training I became a professional trader, getting my first job with a top tier investment bank in Sydney, then London and now Hong Kong. Paul’s integrity, skill and training are second to none.V. Vujacic

“I did my first market training with Paul and went on to work as a trader with Deutsche Bank for 6 years and Macquarie Bank for 12 years. I recommend Paul highly.” D. Gelder

Real World

If you wish to be a successful investor, you need real world knowledge, not the academic theory that a degree or MBA provides.

Our curriculum emphasises the knowledge and skills needed to be a successful analyst and investor.

Notably and uniquely, you will see everything you learn applied in real time.

This is one of the keys to the success of our training with many students commenting on the practical application of the training in a very positive manner.

“Over my career I have had the privilege to work with many high achievers, some with rare and incredible abilities. I rank Paul’s market nous and knowledge up there with the best of them. His training programs in particular are exceptional. I have not seen better.” C. Bartlett

Course curriculum by unit

Unit

Description

You will learn

Conduct Value Analysis

NAT11099001 – Financial statement analysis and company analysis are critical steps for investors. Knowing how to calculate the economic or fair value for any company is prerequisite to success.

  • How to value a company
  • Valuation risks
  • Quality analysis
  • How to optimise returns

Apply Conventional Investment Styles and Quantitative Analysis

NAT11099002 – In addition to valuing a company, it is also imperative to know how different investment strategies perform. You will learn the strategies that work, and those that do not.

  • Financial ratios
  • Quantitative analysis
  • Risk analysis
  • Proven strategies

Conduct Economic Analysis

NAT11099003 – Economic analysis is critical to success. You will develop an understanding of how the economic cycles unfold and how to use these cycles to minimise risk and optimise returns.

  • Data analysis
  • Economic cycles
  • Stock market cycles
  • Bond market cycles

Manage Investment Portfolios

NAT11099004 – Portfolio allocation is more important to your overall outcomes than individual stock picking. In our diploma you will learn how to optimise your allocation decisions.

  • Portfolio strategies
  • Allocation
  • Risk analysis
  • Investment analysis

Enrol here …

Student feedback …

“You have changed the way I look at the market. Wow, wow, wow. I found the training EXTREMELY helpful. A lot of ah-ha moments. Plenty of videos in the course which I liked. Paul was clear, concise and easy to understand. Thank you so much.” C. Chan

“This is by far the best course I have ever participated in. I find the style of delivery via video tutorial very easy to follow and the program content is fantastic.” M. Wrobel

“I really appreciate Paul’s work. I find the training very clear and very useful. Overall, a big fan.” A. Curtis

It’s a great program. Very thorough and simple to follow. Paul makes a difficult concept easy.” D. Watts

This is the best information on trading and investing that I have experienced. I find Paul’s presentation style easy to understand and the concepts clearly explained. Having both theory and practical lessons really helps to consolidate the information.” J. Hickey