Smart Investment and Wealth Management for Professionals

About This Course

Welcome to Smart Investment and Wealth Management for Professionals, an insightful session designed to help working professionals and entrepreneurs make informed financial decisions and build long-term wealth.

In this session, you will explore practical investment strategies and understand why simply keeping your income in low-yield savings accounts may not be enough to preserve your purchasing power in an inflationary economy. You will be introduced to investment opportunities such as stocks, bonds, mutual funds, and real estate, and learn how they can contribute to wealth creation and preservation.

The session also explores the importance of diversification as a strategy for managing investment risks and building a resilient portfolio. By the end of this course, you will have a better understanding of how strategic allocation of your income towards suitable investments can strengthen your financial security and support your long-term wealth-building goals.

Curriculum

2 Lessons1h 40m

Welcome to Smart Investment and Wealth Management for Professionals

It is the end of the month in Lagos. Your salary has just dropped into your account. For a moment, you feel relieved. Bills are paid, family responsibilities are handled, and you promise yourself, “This month, I will save more.” But then life happens. Transport fares increase. Food prices rise. School fees arrive. Unexpected expenses show up. Before long, the money you worked so hard to earn is doing less than it did a few months ago. Now, imagine that while your money is sitting in your account, its purchasing power is quietly changing. This is one of the realities of managing money in today's Nigeria. Earning money is important. Knowing what to do with it is equally important. Welcome to Smart Investment and Wealth Management for Professionals, a learning experience designed to help you move beyond simply earning and saving towards making more informed decisions about investing and building long-term wealth. In this course, you will explore how different investment options, including stocks, bonds, mutual funds and real estate can play different roles in a financial plan. You will also discover why diversification matters and how thoughtful investment decisions can help you manage risk and preserve wealth over time. But this course is not about chasing quick returns or following every investment trend you hear about on social media. It is about developing the knowledge and mindset to ask the right questions before putting your money to work. As a professional or entrepreneur, your income is a resource. How you manage and deploy that resource can influence your financial future. So, as you begin this session, think beyond your next payday. Think about the future you want to build, the financial goals you want to achieve, and how the decisions you make with your money today can contribute to that future. Welcome to the journey from simply earning money to understanding how to make your money work strategically for you.

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Your Instructors

ADEDEJI AJADI

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3 Courses
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26 Students

Dr. Ajadi is currently the Executive Secretary/CEO of the Mortgage Banking Association of
Nigeria. He coordinates the formulation, articulation, and implementation of the National
Executive Council’s (NEC) policy decisions, operational plans, and strategies for delivering the
Association's mandate.
He has cultivated an impressive professional journey spanning nearly three decades, marked by a
diverse array of roles that have significantly enriched his expertise. His career began at Excel
Professional Centre in Ibadan in 1994, where he served as Registrar and Head of Administration
while also teaching aspiring accountancy professionals in Financial Management, Management
Accounting, Cost Accounting, Financial Accounting, and Taxation. In 1998, he transitioned to
Aneni Dairo and Co., where he took on the role of Audit Officer.
In March 1999, Dr. Ajadi moved to Chartered Bank Plc, gaining expertise in banking operations
and swiftly rising to the position of Operations Manager within three years. During his tenure, he
also led the establishment of an award-winning branch in Ile-Ife, Osun State, from 2003 to 2005.
His journey continued into management consulting with B. Adedipe Associates Limited and RMS
Investment Trust Limited from 2005 to 2006, where he gained insights into critical areas of
business management, including human resources, recruitment, learning and development,
strategic planning, and business research.
In 2010, Dr. Ajadi joined The Chartered Institute of Stockbrokers as Director/Head of Education
and Training, working with his team to elevate the institute’s examination and training standards.
He was appointed Acting Registrar and CEO in 2013, and in 2014, he became the Registrar and
CEO, a role he held with distinction until completing his maximum two tenures in July 2021.
A distinguished professional, Dr. Ajadi is a Fellow of both the Institute of Chartered Accountants
of Nigeria and the Chartered Institute of Stockbrokers. He is also an Associate of The Association
of Chartered Certified Accountants (UK), and a Member of The Association of Certified
International Investment Analysts. His academic achievements include bachelor’s degrees in
Applied Accounting and Agricultural Extension & Rural Sociology, MSc. degrees in Finance and
Investment and Agricultural Economics, an MBA from Nexford University, USA, and a Ph.D. in
Finance.
Dr. Ajadi’s dedication to excellence has earned him numerous awards, including the prestigious
Chevening Scholarship from the UK government, the Excellent Leadership and Long Service
Awards from the Chartered Institute of Stockbrokers, the Top Postgraduate and Educational Trust
Awards from The Chartered Institute for Securities and Investment (UK), and the CFA (UK) Award
for Outstanding Investment Research.
Dr Ajadi is happily married and blessed with children

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ng Academy

5.0/5
11 Courses
1 Review
28 Students
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