Selecting Suitable Financial Products

Learn how to select suitable personal financial products based on your risk profile.
Rating: 4.1 out of 5 (79 ratings)
5,349 students
Selecting Suitable Financial Products
Rating: 4.1 out of 5 (79 ratings)
5,349 students
To learn more about various financial markets and financial products to invest in.
Learn how to construct and maintain your financial portfolio
Learn about what to look for in a financial advisor

Requirements

  • nil

Description

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:

  • Bonds
  • Shares
  • 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

Course content

4 sections • 15 lectures • 50m total length
  • Financial Markets and Analysis
    02:17
  • MoneySENSE Core Financial Capabilities Framework
    01:39

Instructors

Unbiased Financial Education Courses
Institute for Financial Literacy
  • 4.2 Instructor Rating
  • 9,381 Reviews
  • 119,360 Students
  • 26 Courses

  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. 

Financial Literacy Trainer
Peggy Chan
  • 4.2 Instructor Rating
  • 6,153 Reviews
  • 86,678 Students
  • 14 Courses

Peggy Chan, Financial Literacy Trainer, Institute for Financial Literacy

MSc, CFP

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.