Selecting Suitable Financial Products
3.7 (51 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.
3,812 students enrolled

Selecting Suitable Financial Products

Learn how to select suitable personal financial products based on your risk profile.
3.7 (51 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.
3,812 students enrolled
Last updated 10/2014
English
English [Auto-generated]
Price: Free
This course includes
  • 40 mins on-demand video
  • 1 article
  • 11 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What you'll 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

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
Expand all 14 lectures 40:33
+ Introduction
2 lectures 03:56

This is the introduction to this module.

Financial Markets and Analysis
02:17

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
01:39
+ 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
04:05

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
03:27

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

Unit Trusts
02:43

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

Investment Linked Insurance Policies (ILPs)
02:14

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

Structured Deposits
02:07

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

Exchange Traded Funds (ETFs)
01:42

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

Real Estate Investment Trusts (REITs)
02:27

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

Contracts For Difference (CFDs)
01:49
+ Conclusion
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
07:24

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

How To Construct, Monitor And Re-Balance An Investment Portfolio
05:29

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

What To Look For In A Financial Adviser
02:13

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

Additional Resources
00:31
+ Quiz
0 lectures 00:00

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

What are you investing in?
5 questions