Course Overview

In the investment banking sector, managing risk is not just essential—it’s foundational. With large-scale projects requiring substantial capital and stakeholder accountability, mitigating financial, contractual, and operational risks becomes critical. This course provides a focused curriculum on investment risk identification, mitigation, and strategic response—empowering participants to manage portfolio, market, credit, and reputational risks across complex financial structures.

Using real-world scenarios and expert insights, learners will explore the principles of risk in the investment banking space and develop the skills required to assess, manage, and optimize risk for sustained success in the financial markets.

Course Benefits

• Understand and articulate the value of risk management in Oil & Gas
• Analyze historical failures to apply a more proactive approach
• Select and implement risk strategies aligned with global standards
• Guide organizational-wide risk deployment
• Use tools and techniques to assess, quantify, and manage risk
• Manage risks across the full project lifecycle
• Control multiple risks using limited resources
• Communicate risk priorities effectively to teams and stakeholders

Course Modules & Topics

1. The Nature of Financial Investment & Risk

• Understanding uncertainty and the need for regulation

• Investment environments and project-specific risk exposure

2. Behavioral Finance & Technical Analysis

• Cognitive biases in investment decision-making

• Market sentiment indicators and psychological analysis

• Connection between behavioral finance and technical strategies

3. Asset Management & Portfolio Construction

• Foundations of asset management

• Allocation strategies using the Markowitz model

• Building optimal portfolios

4. Capital Market Pricing Models

• Capital Asset Pricing Model (CAPM) & systematic risk

• Efficient frontier and risk-return analysis

• Applications of Modern Portfolio Theory

5. International Diversification & FX Risk

• Market capitalization and cross-border investing

• Unhedged investment returns

• Currency risk and performance attribution

6. Trends in Asset & Wealth Management

• The digital transformation of finance

• Role of fintech in banking

• Future technologies reshaping capital markets