Making Investments Work

This course is designed for finance professionals who want to gain a deeper understanding and practical knowledge of investment and trading concepts, developed accordingly to IBF standards.
Programme Objective
  • Equip participants with the professional knowledge of Fundamental and Technical Analysis
  • Equip participants with practical skills in devising investment strategies and proper portfolio management techniques
  • Enable participants to provide quality sales support and financial advice to their customers
Learning Outcome
  • Raise performance with improved awareness of financial markets and advisory skills
  • Proving value to clients with improved client servicing skills
  • Career progression in the financial industry towards senior dealers/remisiers and head of dealing team
  • Building themselves as credible wealth-advisors and providing
    assurance to their clients
Course Outline
  • Introduction to Equities Investment, how financial market ecosystem works and the impact of market trends
  • Fundamental Analysis, to determine a company’s intrinsic value
  • Technical Analysis, to determine the existence and strength of trends to forecast future price movements and market positions to take
  • Behavioural Finance, to understand how individual irrational financial decisions can impact on investment decisions and performance of investments
  • Complete Equities Investment System, to derive a process in making rational investment decisions through understanding of individual investment objective with active risk management and accounting techniques
Target Audience
Trading representative, finance professionals and investors who want to gain a deeper understanding and practical knowledge of investment and trading concepts
Individuals are eligible for IBF enhanced course fee subsidies up to 95%.

Eligible Individuals

  • ​Company-sponsored individuals or self-sponsored participants
  • Singapore Citizens or Singapore Permanent Residents, physically based in Singapore
  • Successfully completed IBF-STS recognized programme (Achieve 100% attendance and pass all assessment components)
For self-sponsored individuals

​Making Investments Work Course Fee ​$1,800
​7% GST ​$126
​Enhanced Funding Support (90%) – inclusive of GST ​$1,926 * 90% = $1,733.40
IBF Credit (5%) – inclusive of GST $1,926 * 5% = $ 96.30
​Total fee payable by self-sponsored individual ​$1,926 – $1,733.40 – $96.30 = $96.30
For company-sponsored individuals

​Making Investments Work Course Fee ​$1,800
​7% GST ​$126
​Enhanced Funding Support (90%) – exclusive of GST ​$1,800 * 90% = $1,620
IBF Credit (5%) – exclusive of GST $1,800 * 5% = $ 90
​Total fee payable by company-sponsored individual ​$1,926 – $1,620 – $90 = $216

TAG only available for training programmes commencing between 8 April 2020 and 30 June 2021 (both dates inclusive) and completed no later than 30 September 2021

​Training Allowance Grant (TAG) at $15 per training hour for eligible company-sponsored individuals
(paid out after course completion)
24 hours * $15 per training hour = $360

This support is in addition to wage support provided under Job Support Scheme, announced at the Resilience and Solidarity Budgets. 

For more information, Please refer to our funding page.

Terms and conditions apply. Click here to view.