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Understanding Savings & Investments

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About This Course

Master practical investment principles and savings strategies designed for Nigerian economic conditions and investment opportunities. This accessible course demystifies investment options while providing clear frameworks for building long-term wealth through systematic saving and strategic asset allocation.

You’ll learn to evaluate investment opportunities, manage risk appropriately, and create investment plans that align with your goals and risk tolerance. The program addresses local investment vehicles and provides practical approaches to wealth building despite economic uncertainties.

What You'll Get

  • Clear explanation of investment vehicles available to Nigerian investors
  • Risk assessment tools and strategies for building appropriate investment portfolios
  • Understanding of how to start investing with small amounts and grow over time
  • Techniques for protecting investments from inflation and currency risks
  • Long-term wealth building strategies using systematic investment approaches

Who This is For?

  • Professionals ready to grow wealth beyond traditional savings accounts
  • Individuals concerned about inflation eroding their money's value
  • Those wanting to build long-term financial security through investments
  • People confused by investment options who want clear, practical guidance
  • Anyone seeking to create passive income through strategic investing

Requirements

  • Basic financial literacy knowledge (or concurrent financial literacy course)
  • Some funds available for investment, even small amounts to start
  • Willingness to learn about different investment options and their risks
  • Patience for long-term investment approaches and compound growth
  • Interest in building wealth systematically over time

Curriculum

9 Sessions

Learning Objectives:

  • Understand basic investment principles and concepts
  • Learn risk-return relationship and risk tolerance assessment
  • Identify personal investment goals and timeline

Workshop Content:

  • Investment basics and terminology
  • Risk types and risk-return relationship
  • Risk tolerance assessment and profiling
  • Investment goal setting and timeline planning

Learning Objectives:

  • Understand investment options available in Nigeria
  • Learn about regulatory environment and investor protection
  • Explore local and international investment opportunities

Workshop Content:

  • Nigerian investment vehicles and markets
  • Regulatory framework and investor protection
  • Local vs. international investment options
  • Currency considerations and hedging strategies

Learning Objectives:

  • Develop effective savings strategies and discipline
  • Explore high-yield savings options in Nigeria
  • Understand emergency fund building and maintenance

Workshop Content:

  • Savings strategies and automation techniques
  • High-yield savings account options and comparison
  • Emergency fund sizing and building strategies
  • Savings goal prioritization and allocation

Learning Objectives:

  • Understand bonds, treasury bills, and fixed deposits
  • Learn yield calculation and comparison methods
  • Explore government and corporate debt instruments

Workshop Content:

  • Fixed income investment types and characteristics
  • Yield calculation and interest rate considerations
  • Government securities and treasury bills
  • Corporate bonds and credit risk assessment

Learning Objectives:

  • Understand stock market fundamentals and operations
  • Learn stock selection and analysis basics
  • Explore Nigerian Stock Exchange opportunities

Workshop Content:

  • Stock market basics and how exchanges work
  • Fundamental analysis principles
  • Nigerian Stock Exchange overview and operations
  • Stock selection criteria and evaluation methods

Learning Objectives:

  • Understand mutual funds and their benefits
  • Learn fund selection and evaluation criteria
  • Explore unit trusts and collective investment schemes

Workshop Content:

  • Mutual fund types and structures
  • Fund selection criteria and evaluation methods
  • Fees, expenses, and performance assessment
  • Unit trusts and collective investment options

Learning Objectives:

  • Explore alternative investment opportunities
  • Understand real estate investment options
  • Learn about commodities and other alternative assets

Workshop Content:

  • Alternative investment types and characteristics
  • Real estate investment options and REITs
  • Commodity investments and precious metals
  • Agricultural and other alternative investments

Learning Objectives:

  • Learn portfolio construction principles
  • Understand asset allocation strategies
  • Develop diversification and rebalancing techniques

Workshop Content:

  • Portfolio construction principles and methods
  • Asset allocation strategies for different goals
  • Diversification techniques and benefits
  • Rebalancing and portfolio maintenance

Learning Objectives:

  • Implement investment strategy and begin investing
  • Learn performance monitoring and evaluation
  • Understand tax considerations and optimization

Workshop Content:

  • Investment implementation strategies
  • Performance monitoring and evaluation methods
  • Tax implications and optimization strategies
  • Long-term investment maintenance and adjustment
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This Course Include

  • Live Interactive Workshops
  • Practical Implementation Projects
  • Comprehensive Resource Library
  • Peer Learning Community
  • Expert Instructor Support

Want personalized guidance?

Schedule a free 15-minute consultation with one of our program advisors to discuss your specific needs and goals.