Nigerian Seminars and Trainings

Search all upcoming seminars, conferences, short management courses and training in Nigeria and around the World

business logo

Investment Analysis and Portfolio Management Course

By: Tom Associates Training  

Lagos State, Nigeria

23 - 26 Jul, 2019  4 days

Follow Event

  

NGN 150,000

Venue: 5/7 Alade Lawal Street, Opposite Divisional Police Station, Off Ikorodu Road, Anthony, Lagos.

This course is tailored in a step by step approach aimed at equipping candidates to understand how to analyse any investment and make proper investment decision. The program will cover various investment techniques including value functions and portfolio tools such as optimization techniques (Linear Programming).

Course Objectives

This programme will enable the participants:

  • To understand various techniques needed to appraise any investment
  • Build various investment models
  • Analyze loans and know if their cash flows will be able to repay the loans.

The participants will be able to

  • compute various debt securities
  • know the most profitable investment from several portfolios.

Course Contents

Day One:

Investment Analysis Appraisal Techniques

  • (FV) Future Value of an Investment
  • (PV) Present Value of an Investment
  • (NPer) Number of periods of an Investment
  • (FVshedule) Future value of an initial principal
  • (IPMT) Interest payment in an annuity model
  • (IRR) Internal rate of return for a series of cash flows
  • (NPV) Net present value
  • (PMT) Loan payment based on annuity
  • (PPMT) Periodic principal payment of loan

Payback Period Model

  • (MIRR) Modified internal rate of return
  • (XIRR) Internal rate of return for a schedule of cash flows
  • (XNPV) Net present value for a schedule of cash flows

Day Two

Security (Accrint) Accrued interest for a security that pays periodic interest

  • (Accrintm) Returns the accrued interest for a security that pays interest at maturity
  • (Disc) Returns the discount rate for a security.
  • (Intrate) Returns the interest rate for a fully invested security.
  • (Mduration) Returns the modified macauley duration with an assumed per value of N100
  • (Oddfprice) Returns the price per N100 face value of a security having an odd(short or long) first period.
  • (Oddlprice) Returns the price per N100 face value of a security having an odd (short or long) last period.
  • (Oddfyield) Returns the yield of a security that has an odd (short or long) first coupon period.
  • (Oddlyield) Returns the yield of a security that has an odd (short or long) last coupon period.
  • (Price) Returns the price per N100 face value of a security that pays periodic interest.

Day Three

Securities

  • (Price mat) Returns the price per N100 face value of a security that pays interest at maturity.tt
  • (Received) Returns the amount received at maturity for a fully invested security
  • Returns the bond equivalent yield for a treasury bill
  • (Tbillprice) Returns the per N100 face value for a treasury bill
  • (Yield) Returns the yield on a security that pays periodic interest.
  • (Frequency) Computes the number of coupon payments per year
  • (Yielddisc) Returns the annual yield for a discounted security
  • (Yield mat) Returns the annual yield for a security that pays interest at maturity.

Day Four

Portfolio Analysis

  • Optimization
  • Elements of Optimization Models
  • Linear Programming
  • Margin Maximization
  • Building Sensitivity analysis and Scenarios into Models
  • Strategy Session: Application of Policy Analysis and Formulation
5/7 Alade Lawal Street, Opposite Divisional Police Station, Off Ikorodu Road, Anthony, Lagos. Jul 23 - 26 Jul, 2019

Registration: 08:30:am - 09:00:am

Class Session: 09:30:am - 04:00:am

NGN 150,000.00(VAT Inclusive)
(Convert Currency)

Mr Abiodun Toki 08033019120

Discount of 5% to 3-4 participants from same organization. Discount of 10% to 5 or more participants from same organization.
NST PPC Advert
Related Courses
Administrative Functions and Office Management Course Administrative Functions and Office Management Course

5 days, 02 - 06 Dec, 2019 

2019-12-02 12:12:00
Kwara State, Nigeria

Tom Associates Training

A training to deliver the requirements of Administrative Officers, so they are brought up-to-date with what is expected of them at all times. The contents will make administrative staff to be highly ...

Human Resources Business Partnering Course Human Resources Business Partnering Course

3 days, 02 - 04 Sep, 2019 

2019-09-02 12:09:00
Lagos State, Nigeria

Tom Associates Training

This Human Resources Business Partnering Course will discuss the following: Day One Introduction Origins of HR Business Partnering Understanding Dave Ulrich model. Planning the HR Business ...

Foundation Excel for Financial and Business Analysis Course Foundation Excel for Financial and Business Analysis Course

3 days, 13 - 15 Nov, 2019 

2019-11-13 12:11:00
Lagos State, Nigeria

Tom Associates Training

This course is designed as an introduction to basic spreadsheet tools and formulas. Candidates will be able to map data to predict the future. Major corporations and small businesses alike use ...

Excellent Written Communications for Public Service Officers Course Excellent Written Communications for Public Service Officers Course

5 days, 02 - 06 Dec, 2019 

2019-12-02 12:12:00
Lagos State, Nigeria

Tom Associates Training

Effective writing in English, the official language, is a powerful tool in the hands of  public service officers. Brilliant officials articulate their thoughts in a clear and concise manner. ...