Free
This program is offered in partnership with our sister company, Tekedia Institute, and it is exclusive to active members of Tekedia Capital Syndicate (join on click). For members of Tekedia Capital, there is no extra fee (a $400 saving).
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 and on-demand which means a Learner can enroll and begin anytime. The courseware is pre-recorded by eminent capital market experts. Every Learner can schedule a one-on-one Zoom session with the Faculty to review homeworks; there is no group Zoom session. Participants can enroll and begin anytime.
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).
Structure
The program is divided into 3 core components – Investment Fundamental and Tools; Laboratories, Research & Investment Capture; and Lessons Learned.
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 |
| 8* | Review of investments and lessons learned by evaluating the current performance of investments. |
*Live one-on-one Zoom sessions included
Certificate Awarded
Certificate awarded at the completion of the program is Advanced Diploma in Investment and Portfolio Management.
A sample certificate which is awarded after completion.