Business Analyst Investment Training
Business Analyst Investment Training prepares participants with specialized skills for analyzing and managing investment portfolios, assessing financial risks, and providing strategic insights for investment decisions. The training includes economic modelling, market analysis, and investing methods.
- 10+ Courses
- 30+ Projects
- 400 Hours
Business Analyst Investment Training is suitable for the following target audiences:
Finance Professionals: Suitable for those in finance who want to specialize in investment analysis and portfolio management.
Business Analysts in Financial Services: This program is designed for business analysts who want to learn more about investment projects and financial analysis.
Investment Managers: Designed for those who manage investment portfolios and want to improve their analytical skills and investment methods.
Financial Consultants: Ideal for consultants who provide investment advice and want to improve their knowledge of market dynamics and economic modeling.
Investment Analyst: Analysts analyze market trends, evaluate investment opportunities, and suggest investment strategies.
Financial Analyst: Financial analysts evaluate financial data, prepare investment reports, and assist decision-making processes for investment portfolios.
Portfolio Manager: Portfolio management entails managing investment portfolios, monitoring market performance, and making strategic investment decisions to maximize returns.
Investment Consultant: This person provides clients with advice on investment options, portfolio management, and financial planning to help them accomplish their investment objectives.
Risk Analyst: Risk Analysts identify and assess financial risks associated with investments and offer solutions to limit potential losses.
These positions are common in financial institutions, investment firms, and consulting businesses in the United States and Canada. They provide competitive wages and career advancement prospects in the finance and investing sectors.
- Agile Overview
- Agile Manifesto & Principles
- Agile vs. Traditional (Waterfall) Approaches
- Scrum, Kanban, XP – overview of frameworks
- Role of a Business Analyst in Agile BA responsibilities in Agile teams
- Collaboration with Product Owner, Scrum Master, Dev Team
- Scrum Deep Dive
- Roles, Events, Artifacts
- Product Backlog, Sprint Planning, Review, and Retrospective
- Kanban Basics (WIP limits, continuous flow)
- Scaling Agile (SAFe, LeSS, Nexus) – intro level
- Tools included : Jira / Trello setup basics
- Gathering Requirements in Agile
- Just-in-time requirements
- Collaborative discovery
- User Stories & Acceptance Criteria
- INVEST criteria and Definition of Ready / Done
- Story Mapping & Backlog Grooming
- Jira / Confluence Training
- Backlog creation, story linking, boards
- Wireframing & Prototyping
- Tools: Balsamiq / Figma / Draw.io
- Facilitation Techniques
- Agile workshops (Story Mapping, Impact Mapping)
- Agile Planning Levels (Roadmap, Release, Sprint planning)
- Estimation Techniques (Planning Poker, T-Shirt sizing)
- Prioritization Methods (MoSCoW, Kano Model, WSJF)
- Performance Metrics (Velocity, Burnup/Burndown charts , Lead/Cycle Time)
- BA Contribution Metrics (Requirements churn, value tracking)
- How to create and maintain Dashboards in Jira
- Case Study: Analyse sprint reports & suggest improvements
- Stakeholder Management
- Effective Communication
- Facilitation & Conflict Resolution
- Agile Project Simulation End-to-end product backlog creation
- Resume Building for Agile BA
- Mock Interviews & Job Placement
This course is ideal for aspiring Business Analysts, working professionals transitioning to Agile roles, Product Owners, Project Managers, and anyone interested in Agile practices and business analysis.
No technical background is required. The course is designed to help non-technical individuals understand Agile concepts and tools in a practical, easy-to-follow manner.
The duration for Agile Business Analyst training is 2 months (8 weeks), with sessions held 2 times per week (either during week or weekends), including theory, hands-on practice and project work.
Yes, upon successful completion, you’ll receive a Certificate of Completion from Checkmate IT Tech. We also guide you on pursuing global certifications like IIBA-AAC and ICAgile-BA.
Absolutely! The course includes hands-on exercises, case studies, and a capstone project to simulate real Agile environments.
We offer online training classes to promote easy access to all candidates. Recordings are also made available for revision or if you miss a session.
Yes. We provide resume reviews, mock interviews, LinkedIn optimization, and guidance on job portals to help boost your chances in the job market.
You can enroll via our website or contact our support team directly via email or phone. We’ll guide you through the quick and easy registration process.
https://checkmateittech.com/
Email info@checkmateittech.com OR Call Us +1-347-4082054
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Job opportunities in USA and Canada
Investment Analyst: Analysts analyze market trends, evaluate investment opportunities, and suggest investment strategies.
Financial Analyst: Financial analysts evaluate financial data, prepare investment reports, and assist decision-making processes for investment portfolios.
Portfolio Manager: Portfolio management entails managing investment portfolios, monitoring market performance, and making strategic investment decisions to maximize returns.
Investment Consultant: This person provides clients with advice on investment options, portfolio management, and financial planning to help them accomplish their investment objectives.
Risk Analyst: Risk Analysts identify and assess financial risks associated with investments and offer solutions to limit potential losses.
These positions are common in financial institutions, investment firms, and consulting businesses in the United States and Canada. They provide competitive wages and career advancement prospects in the finance and investing sectors.
