Investment Foundation Program

Investment Foundations Program provides an overall understanding of the investment industry, investment analysis, and tools for entry level finance professionals and professionals in other fields who need to know Finance. This program is a global industry standard certificate course which provides a solid foundation for those who want to continue the CFA Program.


• Understand the core purposes of the financial services and investment industries
• Understand Ethics and Professional Standards in the Investment Industry
• Understand the big picture and fine details of the economics, from macro to micro to shape the world of investments
• Understand Basic Investment Assets - Equities, Bonds
• Understand the key participants in the investment industries
• Understand client prioritization, requirements, and needs
• Understand Investment controls and systems

Course Outline

1. Financial Services Industry and Institutions
2. Ethics in the investment industry
3. Regulations objectives
4. Economics and its effects
5. Financial Statements
6. Quantitative Tools
7. Stocks, Bonds, Real Estate, Derivatives
8. Different Types of Investment vehicles, types, and funds
9. Capital Market Structures
10. Risk and Returns
11. Types of Investors in the Industry
12. Risk Management
13. Performance Evaluation

Cost, Duration & Lecturers

Cost: 270,000 MMK

Duration: 38 hours

Lecturers: ​Daw Hlaing Moe Oo
                     BBM, National Management Degree Collage,
                     MBA, Yangon University of Economics,
                     CFA Level II Candidate

                 Daw Thae Mya Tha Zin Win
                 BBM, National Management Degree Collage ,
                 CFA Level II Candidate