Selecting Suitable Financial Products
In this course, we will learn about the Financial Markets and the various financial products that can be found in these markets.
We will look at 8 different types of financial products:
- Unit Trusts
- Investment Linked Policies (ILPs)
- Structured Deposits
- Exchange Traded Funds (ETFs)
- Real Estate Investment Trusts (REITs) and
- Contracts For Difference (CFDs)
Learn how to select suitable financial products that are in line with your risk profile.
This course will help you to select the right financial products in order to help you improve your financial returns. You will also learn the basic steps of constructing and maintaining your financial portfolio.
Who this course is for:
- working adults
- retail investors
- 02:17Financial Markets and Analysis
- 01:39MoneySENSE Core Financial Capabilities Framework
The Institute for Financial Literacy is a collaboration between MoneySense and Singapore Polytechnic Enterprise.
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.