Coaching Course: Investment Planning
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Coaching Course: Investment Planning

Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITs
0.0 (0 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
0 students enrolled
Last updated 6/2017
English
Price: $200
30-Day Money-Back Guarantee
Includes:
  • 1 hour on-demand video
  • 19 Articles
  • 1 Supplemental Resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Illustrate the savings and investment mechanism and its capability in helping their clients to accumulate wealth
  • Explain the various investment instruments, namely, Endowments, Bonds, Unit Trusts, ETFs and REITs in terms of their structure and risk reward potential.
  • Identify the annual percentage returns required by their clients to achieve their investment objective
  • Construct an investment portfolio based on the investment instruments that has the potential in achieving the required return
  • Select among the various products within each investment instruments and justify the suitability of the instrument in achieving the investment objective
View Curriculum
Requirements
  • Able to use Microsoft Excel
Description

***This course is only available for purchase for Singapore-based learners as part of a SkillsFuture coaching bundle. Enrolling in this course without purchasing the entire "Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITs" bundle will not provide you access to the offline coaching bundle.***

This course will enable the participants to craft out a customized investment plan based on their clients’ needs. The participants, supported by various excel and online tools, will participate in a step-by-step process to generate the plan. Participants will derive robust and focused investment plans that will guide their clients in achieving their investment objective.

Who is the target audience?
  • Industry / job roles – Financial Planners
  • Educational level – ‘O’ Level, Diploma, Graduates
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Curriculum For This Course
34 Lectures
01:11:16
+
Introduction
3 Lectures 05:17
+
Setting up Savings and Investment Mechanism
4 Lectures 07:08

The Savings, Restricted Savings and Investment Account
02:14

The Saving and Investment Mechaism
01:15

Summary
00:40
+
Endowment
3 Lectures 04:20

Endowment
01:06

Endowment Selection
00:31
+
Bonds
5 Lectures 12:06
Bonds
03:03


Bonds Selection
04:27

Bonds Selection
02:36

Summary
00:22
+
Unit Trust
5 Lectures 12:43
Unit Trust
04:34

Unit Trust
01:15

Unit Trust Selection
01:58

Unit Trust Selection Walkthrough
04:22

Summary
00:34
+
Exchange Traded Funds (ETFs)
4 Lectures 11:38
Exchange Traded Funds (ETFs)
05:47

Exchange Traded Funds (ETFs)
02:22

Exchange Traded Funds (ETFs) Selection
00:41

+
Real Estate Investment Trust (REITs)
5 Lectures 10:53
Real Estate Investment Trust (REITs)
03:56

Real Estate Investment Trust (REITs)
00:47

Real Estate Investment Trust (REITs) Selection
01:08

Real Estate Investment Trust (REITs) Walkthrough
04:32

Summary
00:29
+
Automatic Investment Services
2 Lectures 03:34
Automatic Investment
02:16

Automatic Investment
01:18
+
Execution
3 Lectures 04:10
Execution Spreadsheet
00:02

Execution
03:53

Conclusion
00:15
About the Instructor
DioPACT Learning
4.8 Average rating
11 Reviews
64 Students
22 Courses
We make learning easy

Dioworks is an e-learning design company focused on using technology as enablers to make learning easy, engaging and effective. Premised on innovative designs, pedagogy and research, we provide quality learning experiences for learners globally. Dioworks offers bespoke solutions for organisations to integrate learning, training and assessment of work-based competencies via blended learning strategies. Specifically, we combine the strengths of Classroom-Facilitated Learning, Massive Open Online Courses (MOOCs) in partnership with UDEMY Inc, and our "Kinetic Coach" automated response training solution to achieve learning outcomes.

Mr I-Min Chua
4.4 Average rating
43 Reviews
163 Students
3 Courses
CFA

Chua I-Min, CFA is the Founder and Managing Director for Invest Coach Pte. Ltd, a company with the vision of “Everyone Makes Sound Investment Decision”. He conducts regular classes for public and corporates including  Singapore Stock Exchange (SGX) Academy in fundamental analysis, stock valuation, REITs and property investments.

I-Min has more than 14 years of working experience mainly in the investment industry. He was the Chief Operating Officer for A.B. Maximus, responsible for expanding the company’s investment education business into the region. Previously as a real estate investment professional in Capitaland and subsequently PhillipCapital, he had done several investment deals amounting to S$250 million collectively. Prior to that, he was based in China, participating in a successful IPO exercise of a Chinese company in Singapore Stock Exchange.

I-Min graduated with a Bachelor's Degree in Business Administration with Honours (2nd Upper), majoring in Finance.  He continued his education by earning the CFA charter, one of the most sought after professional designation in the global investment industry. Even as a student, I-Min has been applying concepts from text books in the real world shares market. He has since honed his investment skills with more than 18 years of share investing experiences.