Introduction To Personal Investing

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Introduction To Personal Investing

Overview

Course Date:
01 Apr 2016 to 01 Apr 2017
Registration Period:
31 Mar 2016 to 01 Apr 2017
Duration/Frequency:
TBA
Mode of Training:
Classroom
Venue:
-
Funding:
-

Course Objective

This module aims to help you learn about basic investing concepts and key considerations when investing. You will learn how you can assess your risk appetite and the various investment strategies. The workshop will also cover the features and risks of some of the major financial instruments.

Course Outline

Basic Investing Concepts

Introduction
Why Do We Invest?
Investment Objectives
Risk and Return
Risk Tolerance
Diversification and Asset Allocation
Asset Allocation Factors
More Investing Strategies
Basic Investing Concepts - Conclusion

Selecting Suitable Financial Products

Selecting Suitable Financial Products Introduction
Bonds
Shares or Equities
Unit Trusts
Investment Linked Insurance Policies
Structured Deposits
Exchange Traded Funds
Real Estate Investment Trusts
Contracts For Difference
Case Study - Different Investing Scenarios
Managing Your Investment Portfolio
What To Look For In A Financial Adviser

Minimum Requirements

Nil

Certification / Accreditation

• Certificate of Attendance (electronic Certificate will be issued)
A Certificate of Attendance will be awarded to participants who meet at least 75% attendance rate

• Certificate of Completion (electronic Certificate will be issued)
A Certificate of Completion will be awarded to participants who pass the assessment and meet at least 75% attendance rate