Investment and Portfolio Management (Next Begins Q1 2024)

200,000.00

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.

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 is N180,000 naira (or $400) per participant. The full curriculum is provided below this page.

Category:

Curriculum*  

Phase A: Investment Fundamental and Tools
Week Topic
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)
Time Topic
1 Week Review of investments and lessons learned by evaluating the current performance of investments.

*Live Zoom sessions included

A sample certificate which is awarded after completion.

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