Basic Investing Concepts
This is an introductory course on basic investing concepts. Learn about the following investing concepts:
- Investment objectives
- Risk-return trade-off
- Investment strategies
- 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
- working adults
- Introduction and Objectives
- MoneySENSE Core Financial Capabilities Framework
- Why Do We Invest?
- Investment Objectives
- Siva explains about investment objectives
- Risk and Return
- Risk Tolerance
- Diversification and Asset Allocation
- Asset Allocation Factors
- Dollar Cost Averaging, Market Timing and Constraints
- The Cautious Investor
- Additional Resources
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.
Peggy Chan, Financial Literacy Trainer, Institute for Financial Literacy
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.