Coaching Course:Investment Analysis for your clients
5.0 (1 rating)
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Coaching Course:Investment Analysis for your clients

Train Financial Advisers How to do Investment Analysis for clients
5.0 (1 rating)
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.
2 students enrolled
Created by DioPACT Learning
Last updated 6/2017
English
Price: $200
30-Day Money-Back Guarantee
Includes:
  • 34 mins on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • List down a few ways you can help your client to grow their money while maintaining a professional relationship with your clients
  • Classify the different methods of growing your client’s money into low/mid/high risk
  • Choose your objectives and match it with your client’s risk profile
  • Compare the different risk-adjusted returns for the instruments you have selected
  • Evaluate news articles and learn how to interpret the news and how to use charts to advice your clients
  • Create an investment plan for your clients
View Curriculum
Requirements
  • Proficient in English
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 "Train Financial Advisers How to do Investment Analysis for clients" bundle will not provide you access to the offline coaching bundle.***

This course aims to enable you will learn how to identify different ways to grow your client’s money and understand more about your client’s risk profile. Through engaging and meaningful hands-on activities, you will be able to understand more about the different cycles of booms and busts and learn how they can be applied in reality. You will also understand more about human behavior during market cycles and learn how to help your client to navigate through the complex financial jargon and gain their trust.

Who is the target audience?
  • Educational level: min. O level
  • Preferably Financial Advisers and Professionals
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Curriculum For This Course
+
Start Here
6 Lectures 33:37



Learning Style 2
03:18

Learning Style 3
08:19

Bloom's Taxonomy
06:33
About the Instructor
DioPACT Learning
4.8 Average rating
11 Reviews
65 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.