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Diploma of Company Analysis and Portfolio Management

Financial Markets Institute of Australia

Learn life-changing skills!

Starts !!!! 22, 2023

Company analysis and portfolio management require an educated and holistic approach, to provide a sound platform for professional endeavour, justified confidence and long term success.

Financial services firms and investment banks are increasingly seeking to harness the latest techniques and knowledge towards this end.

Our 22-week diploma program will teach you proven and powerful techniques for analysing and interpreting company and economic data, to underpin your success as an analyst and investor.

Market legend Ray Dalio recently said “I would consider it intolerable if I couldn’t argue the logic behind any of my decisions.” 

Through our diploma you will gain experience with a host of analytical methods and best practices to enable you to effectively argue the logic behind your investment decisions, to secure the job and career you want or to optimise the benefit from your own investments.

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 gain entry level employment in the financial markets as an analyst or trainee investment manager

You are an accountant, broker, financial planner or similar and you wish to upgrade your skill set while also earning CPD points [Continued Professional Development]

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

Your competitive advantage

The jobs market has never been more competitive. For entry level jobs with high appeal there is anywhere from 200 to 2000 applicants.

Every applicant has a degree and many also have an MBA, so that isn’t enough to get you through the door. You need an advantage of some kind in order to stand out.

Our Diploma of Company Analysis and Portfolio Management is exactly the competitive advantage you need to secure your dream job.

The qualification will stand out on your resume because there is nothing else like it available anywhere.

Why? The answer is that our diploma is holistic, real-world and teaches the skills you need if you wish to impress employers.

To be a highly successful analyst and investor there are four skills required and you will learn all four skills including how to determine company quality, how to determine fair value, how to determine the optimum timing for entries and exits, and how to analyse the economic backdrop to optimise allocation and timing 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. Our goal is to provide you with a pathway to employment in the financial markets and to ensure your long term success as an independent analyst and investor.

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 and HSBC.

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 the four following units:

Value Analysis

  • Principles and Perspectives
  • Financial Analysis
  • Company Valuation

Company Analysis

  • Financial Ratios
  • Risk Analysis
  • Quality Analysis

Economic Analysis

  • Economic Indicators
  • Stock Market Cycles
  • Bond Market Analysis

Portfolio Management

  • Portfolio Strategies
  • Allocation
  • Risk Analysis

One of a kind

Studies show that the overwhelming majority of active investors and traders fail in the endeavours. This includes professional investors.

This reality is due to a major void in the knowledge set of analysts and investment managers, which means investors rely on subjective views rather than empirical data.

The fact is that those with the most data, and the skills to organise and interpret that data, are those who have a genuine competitive edge.

Legend Ray Dalio has said, “Anything is possible. It’s the probabilities that matter. Everything must be weighed in terms of its likelihood. People who can accurately sort probabilities from possibilities are (those most likely to succeed).”

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

What you will learn

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

Calculate the fair value for any company for which data is available

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 price data to determine the trade or investment risk

Analyse price data using trend and structure analysis

Build a portfolio of companies based on empirical data and objective analysis

Course structure

Our diploma has been designed for online delivery and to allow you to complete the requirements in your own time. The only compulsory attendance are the exams in the final 2 weeks. The goal is to give you a comprehensive and flexible learning experience and true insight into the day-to-day life of a financial markets professional.

Your course is comprised of:

Course Content

Course content is provided in either written form or by video. Weekly Q&A is also provided.

Assignments

You will complete assignments on a regular basis to confirm your ongoing understanding.

Exams

Exams are held online over the final 2 weeks and comprise 50% of your final assessment.

Course details

Duration: 22 weeks

Study mode: 100% online

Start date: !!!!

Enrolment fee: $
Course fee: $

Weeks 1 to 18 are content and assignments.
Weeks 19 and 20 are for revision.
Weeks 21 and 22 are the exam period.

Assessment weighting:
50% assignments
50% exams

Results are awarded as follows:
High distinction … 85% and above
Distinction … 75% to 85%
Credit … 65% to 75%
Pass … 50% to 65%
Fail … less than 50%

Course director – Paul Nojin

Paul has held an Australian Securities and Investments Commission, Financial Services License [AFSL] since 1997, covering securities and derivatives, retail and wholesale.

Paul’s newsletters have achieved sector leading results and so too have his students.

Paul’s passion is FMI, the Registered Training Organisation that delivers this course.

“Over my career I’ve 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.” Craig Bartlett

“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.Vojin 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.” David Gelder

Real-world skills

Employers care about what a person can do. For that reason, our curriculum teaches you how to apply what you have learned to real world scenarios.

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

The approximate allocation of time is 30-35% for theory and 65-70% for the practical application, which is done in real time. In other words, you will see everything you learn applied to the current market.

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

Career opportunities

Once you have completed your diploma you will have practical skills relevant to the following roles:

Investment Analyst

Company Analyst

Equity Analyst

Portfolio Manager

Investment Manager

Quantitative Investor

Quantitative Trader

Research Analyst

Financial Adviser

Risk Analyst

Independent Investor

Independent Trader

Course curriculum by unit

Learning Module

Description

What you will learn

Value Analysis

Financial statement analysis and company analysis are critical steps for investors. Knowing how to arrive at the fair value for any company is prerequisite to success.

  • How to value a company
  • Valuation risks
  • When to buy and sell
  • How to optimise returns

Company Analysis

In addition to valuing a company it is also imperative to determine the quality of each company to ensure you focus exclusively on the best of the best.

  • Financial Ratios
  • Risk Analysis
  • Quality Analysis
  • Quantitative Analysis

Portfolio Management

Portfolio allocation is more important to your overall outcomes than individual stock picking. In our course, you will learn exactly how to optimise your allocation decisions.

  • Portfolio Strategies
  • Allocation
  • Risk Analysis

Economic Analysis

Economic analysis is critical and fundamental 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

Enrol here …

Do you have questions?

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.” Clement Chan

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

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

It’s a great program. Very thorough and simple to follow. Paul makes a difficult concept easy.” Dallas 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.” John Hickey