Investment Management - From Knowledge to Practice
About This Course
All investors, from the professionals to the smallest individual investors, share common issues in investing from knowing how to meet their liabilities, how to decide where to invest, and how much risk to take on to meet their financial goals.
This course will impart the required knowledge to learn both the fundamentals and real-world skills necessary to compare, execute, and evaluate investment proposals from the various investment asset classes and options.
Participants will learn the best practices in managing risk vs return, understand financial ratios, asset allocation with live class exercises on “stock trading” and “creating your personal investment portfolio”. By the end of this course, participants should have the building blocks to use their knowledge learned to start their investment management journey in success.
What You'll Learn
• Understand the Life Cycle of Earning and Spending
• Learn about important considerations before investment
• Understand risk appetite
• Gain an overview of key factors to investment decision
• Learn about the types of Investments
- Cash - fixed deposit/ Singapore saving bonds
- Stocks - analysis/ categories/ financial ratios/ evaluation
- Stocks - class trading exercises/ assessment and discussion
- Bonds - price vs credit risk/ interest/ tenor
• Understand alternative investments/ evaluate and compare
- Real Estate Investment Trust (REITs)
- Exchange Traded Funds (ETFs)
- Robo advisors
- Bitcoins and other cryptos
• Learn about asset allocation/ goals and risk tolerance vs diversification and returns
• Know how to create a personal investment portfolio
Entry Requirements
Nil