Dates
7 to 8 April 2021
Duration
2 Days
Course Overview
Generating wealth is one of the key priorities that every individual wants to accomplish. However, only few have sufficient knowledge to successfully build it. It is essential to protect one’s wealth especially in uncertain times like today. This course provides the participants with ample knowledge in the field of investing and what principles to follow in order to protect and generate wealth sustainably. Participants will learn the best practices in wealth management to plan their finances and live the life they dream of.
Learning Outcome
The course is designed to cover the fundamentals of investing and hands-on practice for real-life investing. This course provides information on how to be prepared for unfortunate events in life. At the end of the course, participants will be able to have more intelligent discussions with a financial advisor and also a checklist to see if their financial health is good. They will be able to create their investment strategy, build and track their portfolios.
Topics
- Introduction
- Course Overview
- Importance of wealth management
- Risk Tolerance
- Risk Compatibility
- Power of Compounding
- Investment Pyramid
- Trading Concepts
- Steps for Investing / Trading (IDMR)
- APIs and Platforms ( investing.com, yahoo finance, google finance, Tradingview)
- Hands-on Paper Trading
- Risk Ratios (BASS)
- Portfolio Management in Google Sheets
- Drawbacks of Manual Trading
- Introduction to Algotrading and Quantconnect
- Trading Simulation Game
Who Should Attend
This course is for busy people, who want to leverage technology to provide for their families, make their money work more effectively and plan for the good times and the bad times.
Course Fees
|
International Students |
Singapore Citizens and |
SkillsFuture Mid-Career Enhanced Subsidy (Singapore Citizens aged 40 and above) For more |
Enhanced Training Support for SMEs |
|
| Full course fee |
S$1900.00 |
S$1900.00 |
S$1900.00 |
S$1900.00 |
| SkillsFuture Funding Eligible for Claim Period (24 Oct 2017 to 31 Mar 2021) | – | (S$ 1330.00) | (S$ 1330.00) | (S$ 1330.00) |
| Nett Course Fee | S$1900.00 | S$570.00 | S$570.00 | S$570.00 |
| GST (7%) on nett course fee |
S$ 133.00 |
S$39.90 |
S$39.90 |
S$39.90 |
| Total Nett Course Fee Payable, including GST | S$ 2033 | S$ 609.90 | S$ 609.90 | S$ 609.90 |
| Less: Additional Funding if eligible under various schemes |
– |
– |
(S$ 380.00) |
(S$ 380.00) |
| Total Nett Course Fee Payable, including GST, after additional funding from the various funding schemes |
S$ 2033 |
S$ 609.90 |
S$ 229.90 |
S$ 229.90 |
Instructor
To enquire, please email to stmi@nus.edu.sg