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Certificate in Value Investing - Investing in Stocks and Bonds

  • Finance & Investment
Next Intake: 22 May 2025 (Thu)
  • Basic
  • SkillsFuture
  • Short Courses
  • This module is part of Certificate in Value Investing

This programme is conducted online.

Next course starts on
22 May 2025 (Thu) See Full Schedule
Fee
SGD1,744* (as low as SGD203.20 after maximum funding) Learn More
Duration

3 days
Weeknights (7pm - 10:30pm)
Saturday (9am - 6:00pm)

Level
Basic

Who Should Attend

  • Investors looking for practical strategies to diversify their portfolios
  • Individuals interested in a solid understanding of value investing
  • Aspiring traders/ investors seeking to apply fundamental analysis to trading equity and fixed income securities
     

PREREQUISITES

  • A Diploma with at least 3 years of working experience
  • Basic knowledge in accounting and economics concepts

Overview

Among the various ways of increasing cash flow, stocks and bonds are popular sources as an alternative for passive income. While it may seem lucrative, such investments do require understanding and careful planning in order to profit from the market.

Participants will be introduced to two of the largest securities and capital markets in the world – equities and fixed income. This module will cover yield-and-risk measures, fundamental analysis, and equip participants with analytical tools and frameworks to perform valuation appraisals.

Learning Objectives

  • Understand the fundamental micro and macro economic factors impacting equity market securities
  • Understand the methodology and principles of using financial accounting metrics and indicators to assess the economic viability of an equity asset
  • Learn how to perform basic cash flow modelling and fundamental valuation analysis applicable to mainstream valuation models for both fixed income and equity securities
  • Understand the similarities and differences between equity and fixed income securities
  • Gain an overview of the fixed income market, covering basic bond terminology, fundamentals, yield calculations and the specifics of corporate, government and municipal bonds

Topic/Structure

  • Introduction to two of the largest securities and capital markets - equities and fixed income
  • Understand the Working Capital Cycle (WCC)
  • Learn various analytical tools and frameworks like valuation models to perform valuation appraisals
  • Application of basic financial analysis
  • Understand fundamental financial factor

Assessment

An assessment will be conducted at the end of each module.
 

CERTIFICATION

Upon meeting the attendance and assessment criteria, participants will be awarded a digital certificate for participating in each module. Please refer to our course policies to view the attendance and assessment criteria. 

Upon completion of all modules required for this programme within a maximum duration of 3 years, participants will be awarded a digital certificate.

Calculate Programme Fee

Click here for more infomation about SkillsFuture Credits (Not applicable for Company-sponsored participants)
For PSEA - Available only for Singapore Citizen below 31 (Not applicable for Company-sponsored participants)

Total Program Fee: SGD0.00

Fee Table

COMPANY-SPONSORED

PARTICIPANT PROFILE

SELF-SPONSORED

SME

NON-SME

Singapore Citizen < 40 years old

Permanent Resident

LTVP+

$523.20

(After SSG Funding 70%)

$203.20

(After SSG Funding 70%
+ ETSS Funding 20%)

$523.20

(After SSG Funding 70%)

Singapore Citizen ≥ 40 years old

$203.20

(After SSG Funding 70%
+ MCES Funding 20%)

$203.20

(After SSG Funding 70%
+ ETSS Funding 20%)

$203.20

(After SSG Funding 70%
+ MCES Funding 20%)

International Participant

$1,744

(No Funding)

$1,744

(No Funding)

$1,744

(No Funding)

All prices include 9% GST

Please note that the programme fees are subject to change without prior notice.

Post Secondary Education Account (PSEA)
PSEA can be utilised for subsidised programmes eligible for SkillsFuture Credit support. Click here to find out more.

Self Sponsored

SkillsFuture Credit

Singapore Citizens aged 25 and above may use their SkillsFuture Credits to pay for the course fees. The credits may be used on top of existing course fee funding.

This is only applicable to self-sponsored participants. Application to utilise SkillsFuture Credits can be submitted when making payment for the course via the SMU Academy TMS Portal, and can only be made within 60 days of course start date.

Please click here for more information on the SkillsFuture Credit. For help in submitting an SFC claim, you may wish to refer to our step-by-step guide on claiming SkillsFuture Credits (Individual).

Workfare Skills Support Scheme

From 1 July 2023, the Workfare Skills Support (WSS) scheme has been enhanced. Please click here for more details.

Company Sponsored

Enhanced Training Support for SMEs (ETSS)

  • Organisation must be registered or incorporated in Singapore
  • Employment size of not more than 200 or with annual sales turnover of not more than $100 million
  • Trainees must be hired in accordance with the Employment Act and fully sponsored by their employers for the course
  • Trainees must be Singapore Citizens or Singapore Permanent Residents
  • Trainees must not be a full-time national serviceman
  • Trainees are eligible for ETSS funding only if their company's SME status is approved prior to the course commencement date. To verify your SME's status, please click here. 

Please click here for more information on ETSS.

Absentee Payroll

Companies who sponsor their employees for the course may apply for Absentee Payroll here. For more information, please refer to:

AP Guide (Non-SME Companies)
Declaration Guide (SME Companies)

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Trainers

Peter Chung
Executive Director, Wealth and Investment Advisory
AsiaWorld Assets Pte Ltd
Peter Chung
Executive Director, Wealth and Investment Advisory
AsiaWorld Assets Pte Ltd
Peter brings extensive banking experience since 1982, spanning Bank of America, Amro Bank NV, Royal Bank of Canada, DBS, and UBS. At UBS, he served as Director of Wealth Management from mid-2008 to 2015, overseeing assets exceeding USD 700 million. Skilled in financial consulting, particularly in debt/ equity capital markets and investments for both corporates and personal financial planning, Peter holds a B.Com from McMaster University and a Wealth Management Diploma from UBS University. He's IBF Qualified in Wealth Management for Relationship Management - Private Banking and holds the IBF Financial Industry Competency Standard in Wealth Management. Peter has also conducted training for international bankers in Loan Syndication and local companies in Financial Analysis for Non-Financial Managers.

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