LBO Model, Loan Structuring, Pricing and Leveraged Acquisition Finance
Course Overview
The key objective of this Investment Portfolio Management Certification Course is to empower professionals with—
• an in-depth understanding of investment portfolio management
• the required experience and knowledge to undertake any role in any function within investment portfolio management and successfully meet all expectations of the role
• the required foresight and analytical skills to review existing information well before making investment decisions, thereby protecting one’s clients and/or organisation against risks of wrongful investments
• the experience and exposure to conduct proper risk assessments and analyses before drawing conclusions regarding investment plans
• the knowledge and experience to stay updated with developments in the industry to be able to alter approaches and take decisions accordingly
Training Format:In-class, Virtual, In-house
Location:Lagos, Accra, Nairobi, Kigali
Language:English, French
Nigeria Price:
₦330000
Int'l., (Nigeria) Price:
$1000
Ghana Price:
$4000
Kenya Price:
$5500
Rwanda Price:
$5998
Nigeria Price:₦330000
Int'l., (Nigeria) Price:
$1000
Ghana Price:
$4000
Kenya Price:
$4000
Rwanda Price:
$4000
Nigeria Price: ₦330000
Int'l., (Nigeria) Price:
$1000
Ghana Price: $4000
Kenya Price: $4000
Rwanda Price: $4000
Key Elements of Portfolio Management
• Asset allocation
• Diversification
• Rebalancing
Factors Influencing Investment Portfolio Management
• Timespan
• Age of investor
• Risk tolerance level
Objectives of Investment Portfolio Management
• Capital appreciation
• Maximising returns
• Protection from excessive financial exposure
• Portfolio flexibility
• Risk optimisation
• Optimal fund allocation
• Enhancing overall portfolio efficiency
Types of Investment Strategies
• Value investing
• Contrarian investing
• Growth at a reasonable price
• Growth stock investing
• Momentum investing
Types of Investment Portfolios
• Aggressive portfolio
• Defensive portfolio
• Hybrid portfolio
Types of Investment Portfolio Management
• Active
• Passive
• Discretionary
• Non-discretionary
Steps in the Portfolio Planning Process
• Assess the current situation
• Establish investment objectives
• Determine asset allocation
• Select investment options
• Monitor, measure and rebalance
Process of Investment Portfolio Management
• Identification of investment objectives
• Estimation of capital market
• Decision regarding asset allocation
• Formulation of portfolio strategy
• Selection of securities and investment
• Implementation of portfolio
• Revision and evaluation of portfolio
• Rebalancing the portfolio
Keys to Successful Investment and Portfolio Management
• Insist upon a margin of safety
• Invest in assets you understand
• Measure your success by the underlying operating performance of the business, not the stock price
• Be rational about price
• Minimise costs, expenses and fees
• Stay alert for opportunities
• Allocate capital by opportunity costs
1ST BATCH: Tuesday, February 10, 2026 — Friday, February 13, 2026.
2ND BATCH: Tuesday, June 2, 2026 — Friday, June 5, 2026.
3RD BATCH: Monday, September 28, 2026 — Wednesday, September 30, 2026.
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and
illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical
experience, emphasizing the application of learned techniques. This approach ensures that attendees return
to their professional environments equipped with both the competence and self-assurance to effectively
implement the acquired skills in their responsibilities.
