Coaching Course: Investment Planning
4.1 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
65 students enrolled

Coaching Course: Investment Planning

Investment Planning with Endowments, Bonds, Unit Trusts, ETFs and REITs
4.1 (21 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
65 students enrolled
Last updated 10/2017
English
Price: $199.99
30-Day Money-Back Guarantee
This course includes
  • 1 hour on-demand video
  • 19 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll 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
Requirements
  • Able to use Microsoft Excel
Description

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 this course is for:
  • Industry / job roles – Financial Planners
  • Educational level – ‘O’ Level, Diploma, Graduates
Course content
Expand all 33 lectures 01:06:44
+ Setting up Savings and Investment Mechanism
4 lectures 07:00
The Savings, Restricted Savings and Investment Account
02:09
The Saving and Investment Mechaism
01:14
Summary
00:39
+ Endowment
3 lectures 04:13
Endowment
01:01
Endowment Selection
00:29
+ Bonds
5 lectures 12:00
Bonds
03:03
Bonds Selection
04:27
Bonds Selection
02:33
Summary
00:21
+ Unit Trust
5 lectures 12:38
Unit Trust
04:34
Unit Trust
01:12
Unit Trust Selection
01:56
Unit Trust Selection Walkthrough
04:22
Summary
00:33
+ Exchange Traded Funds (ETFs)
4 lectures 11:35
Exchange Traded Funds (ETFs)
05:47
Exchange Traded Funds (ETFs)
02:19
Exchange Traded Funds (ETFs) Selection
00:40
+ Real Estate Investment Trust (REITs)
4 lectures 06:16
Real Estate Investment Trust (REITs)
03:56
Real Estate Investment Trust (REITs)
00:45
Real Estate Investment Trust (REITs) Selection
01:07
Summary
00:28
+ Automatic Investment Services
2 lectures 03:32
Automatic Investment
02:16
Automatic Investment
01:16
+ Execution
3 lectures 04:10
Execution Spreadsheet
00:02
Execution
03:53
Conclusion
00:15