About Us

The Association of Investment Advisers & Portfolio Managers
Mission

IAPM seeks to protect investors by equipping its members with requisite professional knowledge and discipline to enable them provide appropriate professional advice and sound investment management practices under the highest ethical standards devoid of conflicts and abuse. In furtherance of this mission, iapm over the years has conducted numerous training sessions, workshops, and certificated educational programmes in cognate areas of the profession and is well-respected by operatives across the Nigerian financial industry as well as in the public sector.

Objectives

  1. Promote professionalism, integrity, public responsibility, and competence in the investment advisory profession encompassing the investment and wealth management industry through robust financial planning activities and processes.
  2. Propagate global standard financial planning and investment management education and practices in our domestic industry through robust training programmes.
  3. Self-regulate duly registered practitioners through structure and practice standard requirements, provide benefits, services, and products that will assist and add value to member firms in their course of doing business.
  4. Create the appropriate forum for further protecting the direct interests of all investors in the market.
  5. Establish the appropriate structure or platform through which professional recognition will be given to deserving members in terms of certification and other relevant endorsements.
  6. Collaborate with other professional bodies and government institutions in developing the practice of all-round professional investment and wealth management in Nigeria.
  7. Carry on all other relevant functions in the capital market to ensuring the adequate protection of client- investors and their hard-earned moneys.

Membership

Membership of the Association is open to both individuals and corporate entities. Corporate members are drawn from corporate organisations engaged in the provision of Portfolio/Assets management, Wealth Management, Investment advisory, Pension Funds Administration and Asset Custody services, Actuaries, Stockbrokers, Insurance, Lawyers/Secretaries, Accountants/Auditors, Corporate Trustees services, Financial Consultants etc. Individuals can also seek Associate membership of iapm through the Executive Diploma Programme jointly organised by the University of Lagos and also through the Direct Associate Conversion Programme of iapm. The requirements and the form can be downloaded here.

Member's Benefits

  • Well-packaged training programmes at highly subsidised rates
  • Representing members’ interest to Government and Government Agencies
  • Providing information to members on best practices
  • Networking
  • Providing Continued Professional Education (CPE) for individual members
  • Quarterly Members’ Forum to educate members.
  • Annual conferences

Our training programmes are well-packaged to provide participants with practical and up-to date knowledge on Investments, Finance, Trusteeship, Pensions, Insurance, Actuarial services, etc. Our faculty members are professional industry practitioners, select members of the academia, consultants and as such, able to blend theory with practice. You can download our training programmes here

Testimonials

The experience was worthwhile. It has not only broadened my knowledge on risk management but had stimulated further interest in the subject

Umeh First Guarantee Pension Ltd

The program was well structured; the environment was excellent; staff were polite and helpful...

Maryam NDIC

The training is quite impactful.

Cornelius Lagos Building Investment Co. Ltd

Very detailed and rewarding experience. Very knowledgeable and experienced resource persons

Waziri NEXIM Bank.

The program was well structured; the environment was excellent; staff were polite and helpful...

Maryam NDIC

I had nice experience; the environment is conducive for learning and the trainers have performed well.

Obiobanya Traders Trust and Investment Co. Ltd

I came to this programme with lots of hopes in understanding operation and market risks- I must confess that these hopes were met. It was a wonderful training with wonderful deliveries from subject experts

Oriola UBA

The course was really an eye opener. I benefited a lot in the area of investment techniques

Hamza NNPC Pension Fund Ltd

It was a rich and rewarding experience.

Ngerem Coronation Merchant Bank

I have been more informed or exposed to the financial markets/investment/income generations.

Utoyo TrustBond Mortgage Bank Plc

The training met my expectations and I am glad I came because the course will aid my job

Eniola Sterling Ass Nig Ltd

Memorable and Educating

Obende NSITF

Informative, impactful and I must say I have gained a lot, made me more resourceful

Oyedeji TrustBond Mortgage Bank Plc

It was very rewarding and facilitators were good in their delivery...

Adeniyi Grand Treasurers Ltd

Very rewarding course, excellent facilitators with great delivery. Location just okay and food right

Komolafe CBN

I particularly like the practical approach of the facilitators who have drawn on their experience to impact knowledge

Ige PAC Asset Mgt Ltd

With the experience of the training environment, the training is fantastic

Ibrahim UBA

It was very educative and fun

Alayaki CACUS Building Investment Co Plc

It is indeed an excellent and mind-blowing experience; organization is superb and have a good learning environment

Mbah TrustBond Mortgage Bank Plc

This course is an eye opener for me. The knowledge gained will positively affect my delivery in my organization and personally. it will help me in my investment plans.

Ganiu Custodian and Allied Insurance

The training was well understood and interesting, will also recommend it to my colleagues and management.

Yerindideke Linkage Assurance Plc

Very interesting, knowledgeable and experienced facilitators

Doyin UPDC

It was incisive, interesting and educative, I have been positively impacted..

Dolapo Union Trustees Ltd

I appreciate my coming mixing with different people and managing directors/CEO from different companies. Getting other people’s experienced knowledge is fantastic.

Adepoju Sterling Asset Mgt & Trustees Ltd

It’s very insightful, enlighten, rich and qualitative. It’s a worthy investment in capacity building.

Aremu UBA

I found the courses very enlightening and they have given me a better understanding of the types of investment instruments I would come across during the course of my job.

Adefala BOI

The experience was quite good and excellent...

Mohammed NSITF

The course has introduced me to certain areas of risk management that, hitherto only know on the surface. Honestly, I’m more informed now.

Abubakar NEXIM Bank