Create a Regular Savings Portfolio
What you'll learn
- Set up Savings and Investment Mechanism.
- Understand and Choose among Endowment.
- Understand and Choose among Bonds.
- Understand and Choose among Unit Trust.
- Understand and Choose among ETFs.
- Understand and Choose among REITs.
- Create Customized Regular Savings Portfolio.
Requirements
- Just jump right into it! no basic knowledge required!
Description
This course if for those who wishes to:
- Combat Inflation:
Inflation rate is about 3%. If your money is not growing by at least 3%, Your money is being eroded away by inflation! - Create a Passive Income Stream:
Having a passive income stream that covers your expenses = financially free! - Plan for Retirement:
To maintain current standard of living, most of us will require $1 million at retirement. Are you able to save this amount? - Accumulate Wealth:
Learn strategies on how to retain and grow your hard earned money!
Who this course is for:
- This course is for people who wishes to create a passive income stream.
- This course is for people who are clueless about investment.
- This course is for people who wishes to accumulate wealth for their retirement plans.
- This course is mainly targeted at Singaporeans or people who wish to invest in Singapore's market.
Instructor
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.