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Investment Analysis and Portfolio Management Course

By: Tom Associates Training  

Lagos State, Nigeria

23 - 26 Aug, 2022  4 days

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NGN 175,000

Venue: 5/7 Alade Lawal street off Ikorodu Road, Anthony Village, Lagos

Other Dates

Venue Date Fee  
5/7 Alade Lawal street off Ikorodu Road, Anthony Village, Lagos, Lagos State, Nigeria 01 - 04 Nov, 2022 NGN175000

This course is tailored in a step by step approach aimed at equipping candidates to understand how to behaviour any investment and make a proper investment decisions. 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
  • (NPR) Number of a period of an Investment
  • (Schedule) 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 the 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

Securities                                                                                                                                                                                            (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 security.
  • (Integrate) Returns the interest rate for a fully invested security.
  • (Duration) Returns the modified Macauley duration with an assumed par value of N100
  • (Oddfprice) Returns the price per N100 face value of security having an odd(short or long) first period.
  • (Oddlprice) Returns the price per N100 face value of 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.

Note: Available as Classroom Training as Well as Online Training

5/7 Alade Lawal street off Ikorodu Road, Anthony Village, Lagos Aug 23 - 26 Aug, 2022
5/7 Alade Lawal street off Ikorodu Road, Anthony Village, Lagos, Lagos State, Nigeria 01 - 04 Nov, 2022

Registration: 09:00:am - 03:30:am

NGN 175,000.00(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.

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