Basic Investing Concepts

Learn about Basic Investing Concepts such as investment objectives, risk-return trade-off and investment strategies.
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  • Lectures 11
  • Contents Video: 41 mins
    Other: 2 mins
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 11/2013 English

Course Description

This is an introductory course on basic investing concepts. Learn about the following investing concepts:

  • Investment objectives
  • Risk-return trade-off
  • Investment strategies

Sub-concepts include:

  • What you need to know before investing
  • Understanding your investment objectives
  • Understanding your investment horizon
  • Life Stages of an individual
  • Market risk vs specific risk
  • Return on investment
  • Portfolio Diversification
  • Asset Allocation
  • Market Timing
  • Constraints on Investment Strategies

What are the requirements?

  • nil

What am I going to get from this course?

  • Determine Your Investment Objectives
  • Understand The Risk-Return Trade-Off
  • Understand The Various Investment Strategies

What is the target audience?

  • working adults

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Introduction
01:57

In this lecture, we provide an introduction to this module and its objectives.

01:39

In this Lecture, find out more about MoneySENSE's core financial capabilities:

  • Understanding Money
  • Understanding yourself, your rights and responsibilities
  • Managing everyday money
  • Planning ahead
  • Selecting financial products
03:15

In this lecture, we consider reasons why people invest. We also look briefly at stock market returns and present some things you need to know before investing.

Section 2: Basic Investing Concepts
08:07

In this lecture, we look at the different investment objectives for people in different life stages. We also cover the important concept of Investment Horizon.

09:27

In this lecture, we consider the difference between Market Risk and Specific Risk. We also consider the concept of Return On Investment. This is followed by a simple calculation example.

01:51

In this lecture, we consider the concept of Risk Tolerance. Risk Tolerance include factors such as Commitments, Capital, Investment Horizon, Future Commitments and Number Of Dependents.

Section 3: Investment Strategies
06:13

In this lecture we consider two important concepts, namely, Asset Allocation and Diversification. Both factors are important when making investment choices.

03:10

In this lecture, we look at various factors that we need to consider when deciding on your asset allocation. These include Risk Profile, Current and Expected Market Conditions, Investment Horizon, Investment Objectives and Asset Mix.

04:18

In this lecture, we look at more investing strategies such as Dollar Cost Averaging, Market Timing and Constraints on your investment strategies.

Section 4: Conclusion
The Cautious Investor
5 questions
01:13

In this lecture, we conclude this module on Basic Investing Concepts.

Article

This lecture contains links to additional resources where you can learn more about money matters pertaining specially to Singaporeans.

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Instructor Biography

Institute for Financial Literacy, Unbiased Financial Education Courses

The MoneySENSE-Singapore Polytechnic Institute for Financial Literacy is a collaboration between MoneySENSE, the national financial education programme in Singapore and Singapore Polytechnic.

MoneySENSE is spearheaded by the public-sector Financial Education Steering Committee which comprises representatives from the Ministry of Health, Ministry of Social and Family Development, Ministry of Education, Ministry of Manpower, Central Provident Fund Board, Monetary Authority of Singapore, National Library Board and People’s Association.

Our financial education courses cover basic money management, financial planning and investment know-how.

Instructor Biography

Peggy Chan, Financial Literacy Trainer

Peggy Chan, Financial Literacy Trainer, Institute for Financial Literacy

MSc, CFP

Peggy has 8 years of experience in the financial services industry, helping clients understand their financial needs, objectives and risk tolerance as well as reviewing company policies and procedures to ensure compliance. She was also an adjunct lecturer with a Polytechnic, teaching insurance and retirement planning subjects.

Prior to joining the financial services sector, Peggy was working in the information technology sector for 13 years, first in a government agency and subsequently served as a Senior Systems Analyst in an international bank.

She is a Certified Financial Planner, which is a professional certification specific to retirement planning and wealth accumulation in addition to overall financial planning.

Peggy has a Masters of Science, majoring in Network Management. She also holds other industry certification in M5, M8, M8A, M9 and HI.

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