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Freedom Investment Lab

Strategic Investing & Analyst Prep Programme

Tech Centre Freedom Investment Lab Strategic Investing & Analyst Prep Programme

Programme Overview

Strategic Investing & Analyst Prep is the third level of the Investment Essentials pathway, bridging practical market knowledge into genuine analyst training.
Across nine modules and approximately 50-70 hours, participants build the statistical, quantitative and technical foundations that professional analysis actually requires, starting with currency markets and applied statistics, moving through portfolio theory, financial statement analysis, and Excel modelling fundamentals, before building a full three-statement financial model, learning core valuation methods, and studying technical analysis and market sentiment. Every quantitative and technical concept is introduced with a clear, practical motivation before any formula appears, so participants understand why a skill matters before being asked to apply it.
This level assumes the market literacy built in Levels 1 and 2, and leads directly into the advanced, professional-track material of Level 4. 

Programme Benefits Programme Modules ADGM Academy Certificate of Completion issued by ADGM Academy and Freedom Investment Lab Hybrid Learning Programme (In-Person at ADGM Academy & Virtual Sessions)
Programme Benefits
Purpose-built bridge modules in statistics, currency markets and portfolio theory close the gap between market literacy and technical analyst training.
Learn Excel modelling fundamentals from cell references upward, then build an actual linked three-statement financial model completely from scratch, step by step.
Every statistical and technical concept opens by explaining why it matters in practice, before any formula or calculation is introduced.
Covers comparable company analysis, discounted cash flow valuation, and technical and sentiment analysis, all used daily by working professional analysts.
Who is the Programme for?

This level suits participants who have completed Levels 1 and 2, or hold equivalent market knowledge, and are ready to build genuine analyst-level skills in statistics, financial modelling, valuation and technical analysis. 

Registration Form

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* Please note: This programme is available only to corporate groups. Individual signups are not eligible.
Learning Modules

Module 1: FX & Currency Markets 
Currency pairs and quotes, pricing mechanics, interest rate and purchasing power parity, and practical carry trade and hedging examples. 

Module 2: Quantitative Methods I: Applied Statistics for Investors 
Why return measurement matters, time value of money in practice, and descriptive statistics applied directly to real portfolio data. 

Module 3: Portfolio Construction & Modern Portfolio Theory 
Asset allocation using Modern Portfolio Theory inputs, and a workshop building an MPT-optimised portfolio using real correlation data. 

Module 4: Basic Statement Analysis & Audit 
Corporate financial reporting foundations, how transactions flow through the three statements, and core analytical and ratio tools. 

Module 5: Excel & Financial Modeling Fundamentals 
Modelling conventions, building your first linked model, demystifying macros, and a workshop building a simple linked mini-model. 

Module 6: Foundations of Financial Modeling 
Three-statement model logic, revenue and expense forecasting, Excel automation, and building a first operational revenue forecast model. 

Module 7: Valuation Methods 
Comparable company analysis, an introduction to discounted cash flow valuation, terminal value, and real-time fair value calculation. 

Module 8: Technical Analysis & Trading Psychology 
Chart analysis and candlestick patterns, key indicators and oscillators, trading psychology, and live chart analysis practice. 

Module 9: Sentiment Engineering 
The Fear and Greed Index, technical sentiment indicators, and navigating traditional versus alternative financial news sources. 

Programmes You May Be Interested In

Advanced Investment Training Programme

Advanced Investment Training is the final, professional-track level of the Investment Essentials pathway.

Investment Foundations Programme

Investment Foundations is the second level of the Investment Essentials pathway, building directly on the financial literacy established in Personal Finance Foundations.

Personal Finance Foundations Programme

Personal Finance Foundations is the starting point of the Investment Essentials pathway, designed for participants with no prior financial background.

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