The Basics of Investing
Designed for new investors, this seminar helps you learn the basics and guides you towards building your first investment portfolio.
1) The Ecosystem of Singapore Stock Market
- Relationship between listed companies, brokers, SGX and you
- What a transaction looks like
2) Your Investment Goals
- Understanding Growth versus Income investing
- Using financial ratios to differentiate between Growth versus Income stocks
- Using StockFacts to select your stocks
3) Your First Investment Products
- Key characteristics of Blue Chip stocks, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs)
- Buying your first stock with smaller board lot
- Investing consistently with Regular Shares Savings Plan
4) Your First Portfolio
- How to build a model portfolio – Growth versus Income
- Simple portfolio rebalancing techniques
5) Your Next Step
- Knowing your investor tools and resources
- Continuing education with SkillsFuture Singapore’s programmes
Puah Soon Lim, CFA
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 he is the 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.
For further enquiries, please email firstname.lastname@example.org or call 6327-5438.
(Operating Hours: 9.00am to 5.00pm)
Terms and Conditions
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.