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Selecting Suitable Financial Products

Learn how to select suitable personal financial products based on your risk profile.
3.6 (28 ratings)
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3,285 students enrolled
Last updated 2/2014
  • 40 mins on-demand video
  • 1 Article
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
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
View Curriculum
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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 is the target audience?
  • working adults
  • retail investors
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Curriculum For This Course
Expand All 14 Lectures Collapse All 14 Lectures 40:33
2 Lectures 03:56

This is the introduction to this module.

Financial Markets and Analysis

In this Lecture, find out more about MoneySENSE's core financial capabilities:

  • Understanding Money
  • Understanding yourself, your rights and responsibilities
  • Managing everyday money
  • Planning ahead
  • Selecting financial products
MoneySENSE Core Financial Capabilities Framework
Types Of Financial Products
8 Lectures 20:34

In this lecture, we look at what bonds are. We will then consider the advantages and disadvantages of bonds.

Fixed Income Securities or Bonds

In this lecture, we look at the definition of ordinary shares. We will then consider the advantages and disadvantages of investing in shares.

Ordinary Shares or Equities

In this lecture, we look at the use of Unit Trusts, its advantages and disadvantages.

Unit Trusts

In this lecture, we look at Investment Linked Insurance Policies (ILPs), its advantages and disadvantages.

Investment Linked Insurance Policies (ILPs)

In this lecture, we look at Structured Deposits, its advantages and disadvantages.

Structured Deposits

In this lecture, we examine Exchange Traded Funds (ETFs), its advantages and disadvantages.

Exchange Traded Funds (ETFs)

In this lecture, we consider Real Estate Investment Trusts (REITs), its advantages and disadvantages.

Real Estate Investment Trusts (REITs)

Lastly, we look at Contracts For Difference (CFDs), its advantages and disadvantages.

Contracts For Difference (CFDs)
4 Lectures 15:37

In this lecture, we look at an example of asset allocation in order to achieve better returns. You can use the worksheets in the supplementary materials to try this as well.

Case Study - Different Investing Scenarios

In this lecture, we look at how to construct and maintain and investment portfolio.

How To Construct, Monitor And Re-Balance An Investment Portfolio

In this lecture, we consider what we should look for in a financial adviser.

What To Look For In A Financial Adviser

This lecture contains links to additional resources where you can learn more about money matters pertaining specially to Singaporeans.

Additional Resources
0 Lectures 00:00

Let's see how well you understand the common financial assets.

What are you investing in?
5 questions
About the Instructor
3.8 Average rating
1,112 Reviews
43,196 Students
23 Courses
Unbiased Financial Education Courses

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.

3.8 Average rating
742 Reviews
30,955 Students
13 Courses
Financial Literacy Trainer

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.

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