Principles of Investing

Principles of Investing

COURSE Description

When financial markets are going up and we are gaining profits, we act and feel like financial experts. But once the financial markets start to go south and we start losing money, we feel like it was not investing it was gambling! We cannot learn the principles of investing by trial and error. The price is too high.
In this course we will lay the foundation and principles of investing, the minimum knowledge you need to start investing your money properly. We will try to help you to find a way to let money work for you.

Anyone can invest and manage his investments. But it depends on how much time you are ready to spend on investing your money and how much time you are ready to spend on educating yourself in the field of investments. This course will give you the minimum knowledge you need to know how to start investing your money. It will be the introduction to your journey of investing and building wealth.


What You Will Learn

  • The importance of investing and how to do it.

  • The different asset classes available for investing.

  • Risk and return trade off.

  • Understanding the financial markets.

  • The differences between stocks and bonds and when to invest in them.

  • Understanding Mutual Funds and ETFs.

  • How to construct an Investment Policy Statement and how to manage your investments.

  • Some techniques to help you in the valuation of your investments.


COURSE INSTRUCTOR AND STAFF

Odeh Habash

Mr. Habash has over 20 years of experience in financial consulting, training and investments. He brings with him extensive leadership and management skills and a rich exposure in the financial markets. He is also recognized for his hands-on experience in achieving results and transforming companies.

Mr. Habash holds an MBA in Finance and a B.S. degree in Economics from the University of Jordan. He passed CFA charterholder and CAIA charterholder requirements. He is also a Certified Empretec Trainer. He was a chairman and a board member of a number of publically listed and privately owned companies.

Prior to establishing his two companies, LMI Jordan and Mosaic Financial Advisory, he was Deputy CEO and Head of Asset Management at Amwal Invest. Before that, he was a Portfolio Manager in the MENA Asset Management Division at Global Investment House. He was responsible for managing several regional funds and discretionary portfolios.


Dana Sisan

Dana Sisan got her Bachelor’s degree in accounting from Princess Sumaya University for Technology with and excellent rated GPA. During her academic years at the university, Dana had her internship at one of the world’s most famous accounting and auditing companies, Ernst & Young, in the Tax Department which contributed in her being more passionate about accounting and financial issues. After graduation, she never stopped the hard work and continued on learning new things. Her desire in knowing more about financial and managerial matters was the reason behind her enrolling in a Human Resources and soft skills course; in addition in recently preparing for the CMA exams. Dana now is an accountant in one of the well-known worldwide organizations.


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