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Fundamentals of Investing with IT

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Date: 22, 23 Sept 2020

Time: 9.00am – 6.00pm

Overview

Generating wealth is one of the key priorities that every individual wants to accomplish. However, only few have the 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

  • Introductions
  • Course Overview
  • Importance of wealth management 
  • Risk Tolerance
  • Risk Compatibility
  • Power of Compounding
  • Investment Pyramid
  • Trading Concepts
    • Financial Markets 
    • Exchange Terminology
    • Orders and Orders Matching
    • Leverage
    • Predictions 
    • Introduction to Technical Analysis / Fundamental Analysis/ Machine Learning
  • Steps for Investing / Trading (IDMR)
  • APIs and Platforms ( investing.com, yahoo finance, google finance, Tradingview)
  • Handson 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 everyone who would like to 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 Leader

Shashank Shekhar Tripathi

For enquiries, email soc-ace@nus.edu.sg