Investment Analysis & Portfolio Management / 16-Jul-2018 - 20-Jul-2018

Investment Analysis & Portfolio Management

Bankers Committee members pay N 123,465.00 only

Background

Two broad decisions have to be taken by investors - allocation of the total investment in the available asset class and the selection of asset within the class of investment. The decision of allocation and selection of investment asset is based on the trade-off between risk and return, availability of the risk mitigating tools and investment horizon coupled with other parameters. This course is designed to emphasise analytical aspects of the investment decision, as well as modern concepts and instruments.

Target Participants

Investment and Portfolio Managers, Private Investors, Stock Brokers, Financial Analyst, Asset Managers and Risk Managers from Banks, Money and Capital Markets and other Financial Institutions.

Objectives

At the end of the course, participants should be able to effectively:

  • Analyse the investment environment and different types of investment vehicles;
  • Apply quantitative methods for investment decision making - to calculate risk and expected return on various investment tools and the investment portfolio;
  • Distinguish concepts of portfolio theory and apply its principles in the process of investment portfolio formation; and
  • Analyse and evaluate the relevance of stocks, bonds, and options for investments

Contents

  • The Investment Environment
  • Investment Management Process
  • Quantitative Methods of Investment Analysis
  • Theory for Investment Portfolio Formation
  • The Expected rate of return and Risk of Portfolio
  • Money Market Investment
  • Investment in Stocks and Bonds
  • Derivative Trading
  • Real Estate Investment Management
  • Commodity Investment
  • Psychological Aspect in Investment Management
  • Using Options in Investments
  • Portfolio Management and Evaluation

For more information: call Tokunbo: 0802 359 1036 or Email: obankole@fitc-ng.com

Register Now

If you would like to attend this training programme, please fill the form below and we will contact you as soon as possible. You can also pay for courses online.




Our learning sessions are unique in 4 ways

  1. Programme design & delivery recognize the needs of adult learners in career
  2. Experience sharing by practitioners, with well over two decases of experience in areas relevant to course topic, whom we call "Programme Directors"
  3. Course delivery by practitioners based on conceptual research background
  4. The essence of our corproate brand and orientation within concept implementation thinking

The fees cover tuition, course materials, group lunch, tea/coffee and snacks but EXCLUDE accommodation.
Dress Code: Formal

Discount on Fees

3 participants 5% Discount
4 participants & Above 7.5% Discount


Payment of Fees

Payment of fees should be in cash or CERTIFIED CHEQUE/BANK DRAFT made payable to the FITC before the commencement date or on arrival at the venue.

Refund of Fees

Fees paid for participants who do not turn up eventually would be refunded, subject to deduction of 25% administrative cost.

Methodology

Formal lectures, case studies, participative group exercises and experience sharing.

Administration

The programme commences at 10.00a.m. on Monday, 9.00a.m other days and ends at 4.00p.m. daily.

In-plant Option

Do you intend to train more than 20 participants? Are you considering an in-plant option?
Please call us ☎


International Participants

International participants should please inform FITC of their attendance ahead of the programme, to enable us prepare airport pick-up for them.

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