***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.
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.
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.