Tekedia Investment and Portfolio Management program is designed to provide learners with hands-on experience in performing investment research, investing capital, and managing a portfolio. The program runs for 8 weeks and it is completely virtual. Besides some pre-recorded courseware developed by eminent capital market experts, the program includes live Zoom sessions.
In the academic component, the program prepares learners to master the institutional structure, and fundamental concepts of asset valuation, in financial markets, using analytical tools to study the valuation of different types of securities. Fundamentally, learners are equipped to understand investment theory, portfolio development and management.
In the practical laboratory component, learners evaluate existing portfolio compositions and past performances, generate new investment ideas, research new opportunities, and make recommendations, based on quantitative and qualitative analyses. Subsequently, the recommended securities are recorded, dated and later used to evaluate the efficiency of the picks (in Nigeria and US capital markets).
The program is divided into 3 core components – Investment Fundamental and Tools; Laboratories, Research & Investment Capture; and Lessons Learned. The next edition begins Nov 6, 2023.
Cost: $400 or N180,000 naira per participant.
Make payment via below options and email [email protected] for your enrollment.
|Phase A: Investment Fundamental and Tools|
|1||Understanding Firms: Missions, Operations and Strategies|
|2||Capital Markets and Operations|
|3||Introduction to Investment and Investing Principles|
|4||Investment Analysis and Portfolio Management|
|Phase B: Laboratories, Research & Investment Capture|
|5 and 6||Lab is assigned, and a learner does research and analysis on investments, primarily on stocks, ETFs, mutual funds, bonds, and treasury bills with focus on Nigeria and US capital markets. Each learner works on an AUM (asset under management) of US5,000.|
|7||Presentation: learner presents recommendations, and picks are discussed and recorded.|
|Phase C: Lessons Learned (at least 3 months later)|
|1 Week||Review of investments and lessons learned by evaluating the current performance of investments.|
*Live Zoom sessions included
Certificate awarded at the completion of the program is Advanced Diploma in Investment and Portfolio Management.
A sample certificate which is awarded after completion.
If you want automatic enrollment, please click below and pay.