In-depth Company Analysis with Financial Modelling Technique
Course Dates: 2, 9, 16 & 23 December 2021 (4 Days, Interactive Virtual Classroom Setting)
(Closing date for registration: 25 November 2021)
Time: 7.00pm – 10.00pm
Course Fee: S$1,800.00 (inclusive of GST)
Fees after 90% IBF-STS Enhanced Funding Scheme:
Company-Sponsored – S$285.98*
Self-Sponsored Individuals – S$180.00*
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.
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.
This course aims to equip participants with the practical knowledge of in-depth company analysis using financial modelling technique and empower them to make better investment decisions.
To gain maximum benefits from the course, you are strongly recommended to have a trading account before attending the class.
- Broking house employees / Financial Advisers who deal with stock investments
- Persons preparing for a role in investment analysis
- Retail investors
- 11 hours of training:
- 10.5 hours of virtual classroom training
- 0.5 hours of assessment
The graduates of this course will be invited to join an online monthly investment gathering organized by the trainer. The first 2 months will be free, and it is optional to continue attending with a nominal fee of $20 per month. This is to defray the cost incurs in organizing the meetings and managing the membership. A WhatsApp’s discussion group will also be available for members of this gathering.
Key Learning Outcomes
- Formulate a Understand the concept of discounted cashflow, the key concept for the financial modelling
- Able to build the financial model onto spreadsheets
- Learn how to extract relevant information from Company’s financial statement for the financial model
- Understand the framework in performing financial forecasting for the company
- Able to perform scenario analysis for the company valuation based on economic indicators
- Able to calculate the intrinsic value of the company and hence make a more well-informed investment decision
- Have a deeper understanding of financial statements and acquire the ability to interpret them
- Acquire the ability to value stocks with different methods
Please click here for the programme brochure.
Chua I-Min, CFA is a full-time investment trainer. He conducts regular classes for the Singapore Stock Exchange (SGX) Academy in fundamental analysis, stock valuation, REITs and property stocks investments. He has since clocked in 10 years of investment training experience.
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.
Under the Enhanced Funding Support for IBF-STS and IBF Credit, MAS will enhance course fee subsidies for locals attending accredited or recognised courses up to 90%.
Click here to read more.
About IBF Certification
This course addresses the following Technical Skills and Competencies (TSCs) and proficiency level:
- Financial Modelling (Proficiency Level 3)
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
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 firstname.lastname@example.org
- 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.
Confirmation of course
An update on the course will be sent to your email 1 week before the course start date.
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.
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(Operating Hours: 9.00am to 5.00pm)
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.
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.