Rigorous trainer selection
Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.
- Triple validation: technical, pedagogical, sectoral.
- Minimum rating 4.8/5 over the last 12 sessions.
Describe your need, get a tailored program and a pre-filled quote in 3 min. A 100% free call with an advisor.
Founded by passionate learning and innovation experts, Learni's mission is to make professional training accessible to everyone, anywhere in the world. Our team operates in major hubs — London, New York, Boston — and internationally, to support talents and organizations in upskilling.
Don't let this gap widen
Without this upskilling, your team accumulates a technological gap that translates directly into productivity loss.
Organizations that don't train their talents on key topics see their competitiveness drop.
Every quarter without training is a gap widening with competitors who invest.
The cost of inaction quickly exceeds that of well-targeted training.
Discovery of the essential principles of portfolio management through concrete examples of professional investments, hands-on introduction to financial asset concepts such as stocks, bonds, and funds, risk assessment using simple tools like volatility and beta, practical exercises on building a mini-fictitious portfolio, analysis of real cases from French companies, production of a personal report on initial allocation choices to anchor skills from the first day.
Exploration of asset allocation methods suited to professional investor profiles, use of tools like Excel to model balanced portfolios, security selection via fundamental and technical criteria, interactive simulations of sectoral and geographical diversification, hands-on practice with real Paris Stock Exchange market data, development of a personalized model portfolio with expected return calculations, group review to strengthen professional management skills.
Practical application of learnings with dedicated software like Bloomberg Terminal in demo mode or Portfolio Visualizer, in-depth analysis of an existing portfolio to identify strengths and weaknesses, optimization through rebalancing and basic hedging, simulations of economic crisis scenarios, exercises on real business cases involving avoided losses, finalization of a personal action plan with performance indicators, delivery of a professional deliverable ready to integrate into your investment strategy.
The Training Portfolio Management - Mastering the Basics of Investment program is delivered onsite or remote (blended-learning, e-learning, virtual classroom, remote presence). At Learni, an industry-certified training organization, every program is built to maximize skills acquisition regardless of the chosen format.
The trainer alternates between demonstrative, interrogative and active methods (through hands-on labs and/or scenarios). This pedagogical approach guarantees concrete learning that's immediately applicable at work.
For the smooth delivery of the Training Portfolio Management - Mastering the Basics of Investment program, the following equipment is required:
For intra-company training on a site outside Learni, the client commits to providing all required teaching materials (computers, internet, etc.) for the smooth delivery of the program in line with the prerequisites in the communicated program.
Assessment of skills acquired during the Training Portfolio Management - Mastering the Basics of Investment program is performed through:
Learni is committed to making its programs accessible. All our programs are accessible to people with disabilities. Our teams are available to adapt the pedagogical methods to your specific needs. Please contact us for any adjustment request.
Learni programs are available inter-company and intra-company, onsite or remote. Enrollments are possible up to 48 business hours before the program starts. Our programs are eligible for corporate funding paths. Contact us to discuss your training project and funding options.
« cool, j'ai appris des trucs »
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
« 😊👍 »
« bien 👍 »
« Allan Busi t'es au top, continue comme ça. formation géniale »
« cool, j'ai appris des trucs »
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
« 😊👍 »
« bien 👍 »
« Allan Busi t'es au top, continue comme ça. formation géniale »
« cool, j'ai appris des trucs »
« j'etais perdu au debut mais Ramy Saharaoui m'a pas laché, il a pris le temps. merci vraiment »
« la formation dev etait intense mais grave bien. merci Anthony Khelil »
« 😊👍 »
« bien 👍 »
« Allan Busi t'es au top, continue comme ça. formation géniale »
Before, during, after: we frame the brief, introduce the trainer, tailor the content and measure impact. You stay in control from kickoff to wrap-up.
Each trainer is validated on three criteria: hands-on field expertise, proven pedagogy and alignment with your industry.
30-minute video call between you and the selected trainer to validate the fit, adjust content and clear any final doubts.
No recycled slides. The syllabus is reworked from your real cases: tools, constraints, vocabulary, ongoing projects.
Live evaluations, 30/90/180-day check-ins and a consolidation plan. If the impact misses the mark, we rework it.
A simple promise: you don't pay to discover the trainer on day one. Everything is validated upfront, by you.
Développement WebIndustry-certified
Développement WebIndustry-certified
Développement WebIndustry-certified
Développement WebIndustry-certified
Développement WebIndustry-certified
Développement WebIndustry-certified
Analyse de DonnéesIndustry-certified
Analyse de DonnéesIndustry-certified
Analyse de DonnéesIndustry-certified
Analyse de DonnéesIndustry-certified
Analyse de DonnéesIndustry-certified
Analyse de DonnéesIndustry-certified
ManagementIndustry-certified
ManagementIndustry-certified
ManagementIndustry-certified
ManagementIndustry-certified
ManagementIndustry-certified
ManagementIndustry-certified
Outils DevOpsIndustry-certified
Outils DevOpsIndustry-certified
Outils DevOpsIndustry-certified
Outils DevOpsIndustry-certified
Outils DevOpsIndustry-certified
Outils DevOpsIndustry-certified30 minutes with a learning advisor. No commitment. No sales pitch dressed up as a demo.