Basics of Investing Plus – Building Blocks for Value Investing

Course Date: 23 February 2019

SkillsFuture credit can be used for this course. Please click here for more information.

With effect from 19 May 2017, SkillsFuture Singapore will revise the SkillsFuture Credit claims processes. All SkillsFuture Credit payments by SkillsFuture Singapore will be made to training providers instead of individuals.

Please submit your claim via the SkillsFuture website first if you wish to use your SkillsFuture credit.

Overview:

This workshop is a practical hands-on course designed to teach beginners in simple steps the core foundation that is required before embarking on the investing journey. The course will cover the techniques of how to build long-term wealth in equity markets using the proven methods of value investing. Participants will be guided on the core financial math and the language of business used in investing.

The workshop is structured in modules of short lectures and followed immediately with hands-on exercises, discussion and quizzes to help each participant to gain a deeper understanding and practical knowledge of the concepts taught. Participants will be introduced to tools and resources. Sufficient time will be allocated for Q&A sessions to ensure that all participants achieve the objective of learning the foundational skills needed to better understand the building blocks for value investing.

Learning Outcomes:

After the workshop, participants should be able to:

1. Identify the core elements of value investing
2. Evaluate a company’s financial position
3. Use the Balance Sheet to value a company
4. Evaluate a company’s value using the market approach
5. Compute the intrinsic value of an asset that has got constant cash flow using the discounted cash flow approach
6. Compute Compound Annual Growth Rate (CAGR) and use it to evaluate growth
7. Use the rule of 72 to estimate return
8. Understand how to read an annual report
9. Analyse an Income Statement
10. Analyse a Cash Flow Statement

Trainer’s Profile

Puah Soon Lim graduated from National University of Singapore with a Bachelor degree in Business Administration. He is also a CFA. Soon Lim has more than 20 years of experience in the financial and investment industries, spanning from money broking, merchant banking, bond sales and trading, investment planning, insurance sales and management of a wealth management sales team. His last decade was spent in a stock broking firm’s wealth management unit. He is currently Associate Director of an Independent Financial Advisor. He works with both individual and institutional investors to provide customised advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break down difficult concepts into easy-to-understand components.

SkillsFuture Credit

With effect from January 2016, Singaporeans aged 25 years and above who received their SkillsFuture Credit account activation letter will be eligible for an initial credit of $500 which can be used to pay for course fees for a range of eligible courses. SkillsFuture credits can be used for this course.

For more information, please refer to SkillsFuture website.

IBF-FTS Funding

The Financial Training Scheme (“FTS”) provides funding for financial sector-specific training programmes which are recognized under FTS. This scheme is only eligible for company-sponsored participants who are Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and who have successfully completed a FTS programme. Financial Institutions (MAS licensed or exempt entities), involved in or supporting financial sector activities, are eligible to submit claims for company-sponsored participants.

For all FTS programmes commencing on or after 1 July 2016, Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs, subject to existing grant caps of S$2,000 per programme. Singapore Permanent Residents and Singapore Citizens below 40 years old will continue to be eligible for 50% co-funding of direct training costs for FTS programmes.

For more information, please refer to IBF website.

Contact Us

For further enquiries, please email register@sgxacademy.com or call 6327-5438
(Operating Hours: 9.00am to 5.00pm)

Terms and Conditions

Changes

Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, venue or cancel the course if warranted by circumstances beyond its control.

Cancellation and Transfer Policy

Cancellation for a registration must be made in writing at least 10 business days before the event and a refund (less a 10% administrative fee of total course fee) will be made. No refunds will be given for cancellations received less than 10 business days prior to the event. All requests for replacement must be made in writing at least 3 business days prior to the event.

Registration

Register online and make payment via credit card by clicking on the “Register” button.

Alternatively, you may wish to make payment by cheque, made payable to “SGX Academy Secretariat“. Please mail your cheque to the following address:

SGX Academy Secretariat
160 Robinson Road
SBF Center
#27-06
Singapore 068914

Please provide your name, email, contact number, event title and date on the reverse side of the cheque. Enrolment is contingent upon receipt by Singapore Exchange of full payment and availability of space in the event. A confirmation note will be sent via email 10 business days before the seminar/course commences.