- Raise your investing performance with improved awareness regarding financial markets and advisory skills
- Provide higher value for clients with improved client servicing skills
- Tips for career progression in the financial industry, namely for those aspiring for senior positions
- Build yourselves as credible wealth-advisors that can provide assurance to your clients
MAKING INVESTMENTS WORK
Duration: 24 Hours
Required Skills:
Basic Mathematics
Business Accounting Knowledge
IT Savvy
Course Fee: $1,962
This course is eligible for:
Upcoming Course Date:
28 Sep , 5 & 12 Oct(9AM - 6PM) Conducted via Zoom
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 Objectives:
Learning Outcomes:
Programme Objectives:
- 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 for their customers
Learning Outcomes:
- Introduction to Equities Investment, how financial market ecosystems work 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.
- Insight into Behavioural Finance, to understand how individual irrational financial decisions can impact investment decisions and performance of said investments.
- A Complete guide to an Equities Investment System, to derive a process in making rational investment decisions through understanding of individual investment objectives with active risk management and accounting techniques.
With more than 10 years of experience, Jay Chia is a dual-licensed Trading Representative and Financial Advisor with one of Singapore’s leading and award-winning Financial Institutions and holds a degree specialising in finance.
He applies his extensive financial knowledge of Fundamental Analysis and Technical Analysis to form basis for his market insights.
Extremely passionate and highly approachable, Jay loves to share and discuss his knowledge so as to educate his clients and the community.He is a well-sought after financial trainer, and has conducted numerous trainings around the South-East Asian region, including Singapore and Malaysia, having taught over 1000 individuals.
He focuses on helping clients achieve their financial goals and increase their probability of success in the stock market through unique and simple strategies, combining Fundamental and Technical analysis.
He applies his extensive financial knowledge of Fundamental Analysis and Technical Analysis to form basis for his market insights.
Extremely passionate and highly approachable, Jay loves to share and discuss his knowledge so as to educate his clients and the community.He is a well-sought after financial trainer, and has conducted numerous trainings around the South-East Asian region, including Singapore and Malaysia, having taught over 1000 individuals.
He focuses on helping clients achieve their financial goals and increase their probability of success in the stock market through unique and simple strategies, combining Fundamental and Technical analysis.
Participants are eligible for IBF enhanced course fee subsidies up to 70%.
Eligible Individuals Include:
- Company-sponsored individuals or self-sponsored participants
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore
- Successfully completed IBF-STS recognized programme (Achieve min. 75% attendance and pass all assessment components)
For self-funding individuals
Programme(s) Commencing from 1 January 2024 onwards
For Singaporeans
below the age of 40 & Singapore Permanent Residents of all age groups
below the age of 40 & Singapore Permanent Residents of all age groups
| Making Investments Work Course Fee | $1,800 |
| Add 9% GST | +$162 |
| Deduct Enhanced Funding Support (50%) – Not Including GST | -$900 |
| Total fee payable by self-funded individual | $1062 |
For Singaporeans Aged 40 and above
| Making Investments Work Course Fee | $1,800 |
| Add 9% GST | +$162 |
| Deduct Enhanced Funding Support (70%) – Not Including GST | -$1260 |
| Total fee payable by self-funded individual | $702 |
This support is in addition to wage support provided under the Job Support Scheme, announced at the Resilience and Solidarity Budgets.
For more information, please refer to the links above in “this course eligible for”.
Participants are eligible for IBF enhanced course fee subsidies up to 70%.
Eligible Individuals Include:
- Company-sponsored individuals or self-sponsored participants
- Singapore Citizens or Singapore Permanent Residents, physically based in Singapore
- Successfully completed IBF-STS recognized programme (Achieve min. 75% attendance and pass all assessment components)
For company-sponsored individuals
Programme(s) Commencing from 1 January 2024 onwards
For Singaporeans
below the age of 40 & Singapore Permanent Residents of all age groups
below the age of 40 & Singapore Permanent Residents of all age groups
| Making Investments Work Course Fee | $1,800 |
| Add 9% GST | $162 |
| Deduct Enhanced Funding Support (50%) – Not including GST | $900 |
| Total fee payable by self-funded individual | $1062 |
For Singaporeans
Aged 40 and above
Aged 40 and above
| Making Investments Work Course Fee | $1,800 |
| Add 9% GST | $162 |
| Deduct Enhanced Funding Support (70%) – Not including GST | $1260 |
| Total fee payable by self-funded individual | $702 |
This support is in addition to wage support provided under the Job Support Scheme, announced at the Resilience and Solidarity Budgets.
For more information, please refer to the links above in “this course eligible for”.
- IBF & SkillsFuture Programme Code
TGS-2022017423
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