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Building a Diversified REIT Portfolio


Course Dates: 5 & 12 March 2022 (2 Days, Interactive Virtual Classroom Setting)
(Closing date for registration: 28 February 2022)

Time:
9.00am – 5.00pm

Course Fee: S$2,000.00 (inclusive of GST)

This course has been accredited under the Skills Framework for Financial Services and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the course and its relevance to participants’ business activities or job roles.

For Singapore Citizen

40 years old & above Below 40 years old
Fees after 90% IBF-STS Fees after 80% IBF-STS
Company-Sponsored Self-Sponsored Individuals Company-Sponsored Self-Sponsored Individuals
S$317.76 * S$200.00 * S$504.67 * S$400.00 *

For Permanent Resident

All Age group
Fees after 80% IBF-STS
Company-Sponsored Self-Sponsored Individuals
S$504.67 * S$400.00 *

IBF-STS provides up to 90% course fee subsidy for direct training costs subject to a cap of S$7,000 per candidate per course subject to all eligibility criteria being met.

  • Eligible company-sponsored and self-sponsored individuals will be required to pay course fees net of enhanced course fee subsidies, subject to the prevailing grant cap.

* The eligibility for the IBF-STS Enhanced Funding Scheme are:

  • Singapore Citizens or Singapore Permanent Residents that are physically based in Singapore.
  • Successfully completed the course and passed the assessment with a minimum grade of 70%.
  • Be always visible in the video recording of the course.

You will not be eligible for the course fee subsidy if you drop out halfway through the course or did not pass your assessment. SGX Academy is entitled to claw back the course fee subsidy from you.

Introduction
This 2-day course aims to provide financial professionals with the knowledge and skills about the fundamentals of investing in REITs (specifically Singapore REITs) and enable them to make informed decisions in relation to investing in REITs.

To gain maximum benefits from the course, you are strongly recommended to have a trading account before attending the class.

Target Audience

  • Financial Professionals who deal with REIT investments or looking to learn more about REITs.

Duration
14 hours, comprising of the following:

  • Classroom training: 13.5 hours
  • Assessment: 0.5 hours

After-Course Support
This comprehensive training programme comes with an after-course support, which includes:

  • Access to Facebook Closed Group
  • Telegram Channel for:
    • REIT Market update
    • REIT news
  • Monthly blog update on Singapore REIT market
  • Monthly Singapore REIT Update Interview with MoneyFM89.3
  • Kenny Loh email address for further questions

Key Learning Outcomes

  • Help financial professionals understand if investing in REITs does or does not help them (and/or their clients) in achieving their investment objectives.
  • Understand how REITs work, their business model, their different sectors, and the market that REITs operate in.
  • Understand the different criteria and financial ratios of different REITs to make an informed decision when investing in a particular REIT.
  • Learn about how external events and news (such as a pandemic) can affect the REIT market.
  • Learn several technical analysis techniques to be able to time their entry/exit into the market.
  • Learn how to increase their return and/or reduce their investment risk through tools available to them (e.g diversification and leverage).

Please click here for the programme brochure.

Trainer’s Profile
Kenny Loh is a Certified Financial Planner and REITs Specialist of Singapore’s top Independent Financial Advisor. He helps clients construct diversified portfolios consisting of different asset classes from REITs, Equities, Bonds, ETFs, Unit Trusts, Private Equity, Alternative Investments and Fixed Maturity Funds to achieve an optimal risk adjusted return. He has won multiple awards in financial planning and investment planning.

Kenny is also a certified Institute of Banking & Finance Singapore (IBFSG) Trainer and a regular speaker at INVEST Fair and the REITs Symposium organised by ShareInvestor, some of the biggest financial industry events in Singapore.

Click here to read more.

IBF Standards Training Scheme (IBF-STS)

This programme has been accredited under the IBF Standards, and is eligible for funding under the IBF Standards Training Scheme (IBF-STS), subject to all eligibility criteria being met. Candidates are advised to assess the suitability of the programme and its relevance to participants’ business activities or job roles..

Click here to read more.

About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:

  • Research and Information Synthesis (Proficiency Level 4

Participants are encouraged to access the IBF MySkills Portfolio to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Competencies (TSCs) for the selected job role.

Find out more about IBF certification and the application process here.

Terms and Conditions

Registration
Click on the “Register” button to register online. There are 2 options for payment:

  • PayPal (Credit Cards)
  • Offline Payment (Bank Transfer)

You will receive an email with the subject title: “Acknowledgement of registration” upon completion of registration.

Bank account details as follows:

Bank Name: OCBC
Bank Account Name: Salmon Thrust PTE Ltd – SGX Academy
Bank Account No.: 601-249881-001

  • Please state your name and registration ID on the comment
  • Email the transaction reference ID together with the programme details to register@sgxacademy.com 
  • Bank transfer must be made within 3 business days of the registration to confirm your enrolment for the course. The slot will be released without notice if payment is not made within 3 business days.

Enrolment is contingent upon receipt by Singapore Exchange of the full payment and subject to seat availability. A confirmation email will be sent 5 business days before the course commences.

Confirmation of course
An update on the course will be sent to your email 1 week before the course start date.

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
All seminar/course registrations must be received by SGX Academy Secretariat 10 business days (unless otherwise stated) before the seminar/course commences. Singapore Exchange reserves the right to make changes to the time, date, syllabus, speakers, and venue or cancel the course if warranted by circumstances beyond its control.Cancellation of a registration must be made in writing at least 10 business days before the event and a refund (less platform administrative fee) will be made. No refunds will be given for cancellations received less than 10 business days.

Data Protection Notice
Please refer here.

Contact Us
For further enquiries, please email register@sgxacademy.com or call 6670-6808.
(Operating Hours: 9.00am to 5.00pm)

By providing your personal information and registering and joining the course, you agree and authorise Singapore Exchange Limited (“SGX”) and/or its affiliates (collectively with SGX, the “SGX Group Companies”) to collect and use the information you have provided, and to share such information with the SGX Group Companies and/or the SGX Group Company(ies)’s event partner(s) (each, an “event partner”) and any other third parties with which the SGX Group Companies or the event partner(s) have service arrangements in connection with the course or other ancillary purposes, including the marketing of SGX Group Companies and/or event partner’s products and services to you.

Event Details