| Date | Venue | Duration | |
|---|---|---|---|
| 16 - 20 November 2026 | Durban, KZN | 5 Days | |
| 22 - 26 February 2027 | Sandton, Gauteng | 5 Days | |
| 17 - 21 May 2027 | Sandton, Gauteng | 5 Days | |
| 16 - 20 August 2027 | Sandton, Gauteng | 5 Days | |
| 22 - 26 November 2027 | Sandton, Gauteng | 5 Days |
Please note: This is not a final registration, one of our team members will contact you shortly to finalise your registration.
This highly interactive and practical masterclass is designed for professionals who want to deepen their understanding of financial markets and strengthen their investment decision-making. Over five days, participants gain a thorough grounding in modern investment strategies, asset allocation frameworks, and portfolio management methods. The programme blends theory with hands-on exercises, real-world case studies, and practitioner insights, so that participants can apply best practice and advanced techniques with confidence.
The investment environment is demanding. Rates, inflation, and currencies move quickly, markets can be concentrated and illiquid, and investors face pressure to deliver returns while managing risk, costs, and regulation. In South Africa, retirement funds invest within the limits of Regulation 28 of the Pension Funds Act, which sets limits by asset class, including offshore assets, infrastructure, and private equity. Across Africa, investors must also deal with frontier markets, currency risk, and limited liquidity. Sustainability and ESG considerations are moving from the margins into mainstream decision-making, and private markets and new asset types are changing the choices open to investors.
The course follows the investment process from end to end: understanding strategies and markets, setting objectives and allocating assets, constructing and optimising portfolios, managing risk and measuring performance, and using alternatives, international assets, and ESG in the portfolio. Participants work through exercises and cases using African and global examples, and finish by building and defending a portfolio.
By the end of this Investment Strategy and Portfolio Management Masterclass course, participants will be able to:
Our diverse instructional approaches ensure effective learning:
– Lectures & Presentations: Engage with expert-driven, stimulating content.
– Course Material: Access well-crafted supporting resources.
– Group Work: Collaborate on discussions and case studies for practical insights.
– Workshops & Role-Play: Participate in immersive, scenario-based activities.
– Practical Application: Focus on applying theoretical knowledge in real situations.
– Post-Training Support: Receive extensive support after training for skill implementation.
Discover how our courses enhance professionals’ effectiveness in their workplaces.
What made the sessions exceptionally helpful was the deliberate focus on actionable strategies rather than just high-level concepts. The structured approach kept the content engaging. It was a highly impactful professional development experience.
It has been a really fruitful and helpful training. Many thanks to PROSPEN AFRICA and the facilitator Olufemi. This is definitely going to make my work life easier and meaningful.
The course really taught us deep in to Payroll and made us aware of things we were not aware of.
The training was very insightful and the facilitator was very engaging which made everything easier to understand and follow. It has really equipped us in our areas of lack and we feel confident now on our next assignments on forecasts and analysis
The course was practical, informative and relevant
Master investment strategy and portfolio management, covering asset allocation, modern portfolio theory (MPT), risk-adjusted performance measurement, equity and fixed-income valuation, and alternative investment integration.
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