New Techniques for Security Analysis and Portfolio Management Course

  • 14 - 17 Apr 2020
  • 16 - 19 Jun 2020
  • 15 - 18 Sep 2020
  • Yaba, Lagos, Nigeria
  • Yaba, Lagos, Nigeria
  • Maitama, Abuja, Nigeria

This course focuses on the fundamental principles and techniques of security analysis. The course will deal with the following topics: definition of securities; securities regulations; the investment environment; markets and instruments; macroeconomic and industry analysis; fundamental analysis; technical analysis; equity valuation models; financial statement analysis; derivatives instruments; and special topics.

General Objective

This course is designed to provide the Participants with the basic principles and techniques of    security analysis including securities trading and regulation.

Specific Objectives

  • Upon completion of this course, the Participants are expected to:
  • Have a firm grasp on the concepts of securities;
  • Be knowledgeable on the different markets and instruments;
  • Have a general understanding on securities trading and regulation;
  • Be knowledgeable on macroeconomic, industry, fundamental and technical analysis;
  • Have a general understanding of equity valuation models and financial statement analysis
  • Appreciate other topics related to security analysis.

Course outlines

Introducing

  • Orientation
  • Review of the Course
  • Setting of expectations
  • Preliminary Discussions

Investment Environment, Markets and Instruments

  • The Securities and Exchange Commission
  • The International Organization of Securities Commissions
  • Registration of Securities
  • Investor Protection
  • Manipulation of Security Prices
  • Insider Trading
  • White Collar Crimes Related to Securities

Macroeconomic and Industry Analysis

  • Global Economy
  • Domestic Economy
  • Fiscal, Monetary and Supply-Side Policies
  • Business Cycle
  • Industry Analysis
  • Industry Life Cycle
  • Industry Structure and Performance

Financial Statement Analysis

  • The Major Financial Statements
  • Accounting versus Economic Earnings
  • Return on Equity
  • Ratio Analysis
  • Economic Value Added
  • Comparability Problems

Who should attend

This course is suitable for security managers/supervisors and personnel, company investigators, human resource professionals, site managers, safety and incident response team members, business owners, and anyone involved in incident management and investigations.

Methodology

This course uses a variety of methods including case studies, role plays, presentations, videos and group exercises/activities to facilitate the learning process.