Learn Investment in Milwaukee, Wisconsin

A detailed study of the investment environment and the process of investment management. Topics covered include the study of equity and debt markets, options and futures markets, stock and bond valuation models, portfolio selection theory, bond portfolio management and the use of derivative securities for hedging risk.

The notion of Time Value of Money is at the foundation of many financial decisions and activities in an organization. Regardless of your functional or departmental role, you may be required to choose between investment options in assets, plants and equipments, new businesses, advertising campaigns, employee training, or technology, based on their future cash flow expectations. It is important for you to make sound financial decisions to allocate your organization’s resources most effectively and ensure the best return possible on them. This course attempts to familiarize you with the concept of Time Value of Money and presents some effective methods to evaluate the desirability of decisions involving capital expenditures and investment. This course covers two of these methods â€?Payback Period and Net Present Value â€?in greater detail to help you choose between different investment options.

Target Audience
Non-financial professionals who wish to gain understanding or refresh their knowledge of finance and accounting

Prerequisites
Learners should have basic knowledge of elementary mathematics involving dealing with fractions and exponentials.
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Introducing security analysis and valuation, this course focuses on how to make investment decisions by exploring the nature of securities, mechanics and costs of trading, the way in which securities markets operate, the relationship between risk and return, equity securities, fixed income securities, portfolio diversification, and concepts of valuation.

Well-structured hotel real estate investments create win-win situations, where all parties enjoy rewards and benefits. The best way to approach a real estate investment deal is to understand it from all sides and identify individual motivations. Understanding the financial and operational aspects of real estate investments, asset management, and management contracts is essential for mid-level and senior management in hospitality and real estate.

This certificate series focuses complex real estate and management contracts through the eyes of property owners, operators, and lenders. You’ll examine real-world leasing arrangements and learn about valuation, financing, equity structuring, exit strategies and much more about real estate investment and asset management.

One of the most important aspects of a manager’s job is to evaluate the feasibility of new initiatives and to make sound investment decisions. This includes thorough research and analysis using financial decision-making tools.

In this course, you will learn six capital budgeting rules that provide a framework for making sound project investment decisions. Examine how the rules differ from one another, and which rules are most applicable in various project settings.

Hotel investment opportunities cannot be properly evaluated without accurate forecasts of the revenues and expenses the property is expected to produce. This course builds expertise in producing accurate forecasts of occupancy, average rates, cash flows and real estate value needed to support hotel investment and lending decisions.

Participants will learn to accurately forecast hotel occupancies both for new properties and for existing properties facing significant new competition. They will forecast daily occupancy rates using a variety of contemporary techniques and tools, forecast hotel cash flows respecting the fixed and variable revenue and cost structure of a hotel. Participants will estimate the value of individual hotels, taking into account the impact of new properties on existing properties. Given that forecasts are only as accurate as the starting assumptions, participants learn how to develop and gather data to support all of these forecasts.

A hotel’s real estate is one if its most valuable assets and it is essential to be able to accurately value this critical investment. This course uses practical and theoretically grounded tools of investment analysis and valuation to introduce participants to contemporary practices in lodging investments. Participants will learn to evaluate hotel investments and hotel financing decisions and structure deals that meet the needs of the owner, the operator, and the lender.

This course explores the multiple elements and factors involved in the hotel investment decision including the hotel owner-operator-lender partnership and the different ways each party will evaluate a real estate investment deal. This multi-party view will enable you to negotiate the most favorable agreement based on your priorities and requirements and evaluate alternatives. This course provides thorough coverage of how a deal is structured using debt and equity financing, and the impact of debt financing on equity returns.

You may have a good sense of how investments work, but are you familiar with how they function within your credit union? This overview of investments provides you with an understanding of how to manage investments and fit them into your credit union’s investment approach.

During this session, you will:
�Learn the basic terms and concepts for investments
�Explore the key components of a sound investment policy
�Discover how financial management foundations need to be applied when using investments
�Establish investment objectives and identify investment options to be considered
�Establish how to identify and measure investment risk, return and yield curves
�Apply financial management tools to investment analysis

This course will educate practitioners on easily applicable ways to use options to transfer (hedge) or accept (speculate) risk. The 1 hour program specifically addresses definitions, tools, models and conditions that option investors confront on a daily basis.

Want to learn Investment Management? Park University Graduate School has such training program available, or provided Investment Management training courses in the past. It may also provide you a customized or flexible training solution according to your specific requirement. Please click on the training course title to find the contact information and discuss your study plan with Park University Graduate School's representative directly.

Presents an analytical and applications approach to real estate finance and investment. Topics include real estate markets and institutions, real estate project analysis, conventional and creative financing, governmental and tax-related issues, real estate investment products, yield analysis and decision models. This course fulfills part of the educational requirements of the California Department of Real Estate (DRE) for salesperson and broker licensing. Contact the DRE for more information

Investigates the investment process from the perspective of the individual investor. Typically, such investors have small portfolios and must work with lower-quality information, greater time constraints, and less-sophisticated analytical skills than their institutional counterparts. This course will discuss approaches and techniques that enable individual investors to build and manage portfolios that offer returns commensurate with their risks. Familiarity with the universe of securities, the mechanics of trading, the many and varied sources of investment information, and with the vocabulary of investing will be emphasized. Satisfies part of the educational requirements to sit for the CFP examination