Certificate in Financial Trading - Introduction to Trading Platforms
- Finance & Investment
This programme is conducted on-campus.
4 days
Weeknights (7pm - 10.30pm)
Saturday (9am - 1.30pm)
Who Should Attend
- Anyone looking for career opportunities in the finance industry
- Professionals interested in widening their skill set to develop their financial career
- Self-taught traders interested in improving their portfolio
- Anyone with keen interest in learning about trading
PREREQUISITES
- A Bachelor's Degree; or
- A Diploma with at least 3 years of working experience
- Basic knowledge in Finance and/or relevant working experience in the finance sector
- Comfortable dealing and working with multiple mathematical formula
Overview
This course introduces participants to several trading platforms, in particular, OANDA and Interactive Brokers, and teaches participants how to effectively use its functions. Learn to select and utilise the right trading platform that offers market insights, real-time data and analytics.
Participants will also learn to monitor risk and manage margin calls, as well as manage cash flows as part of the learning experience to be attuned to trading platforms.
Learning Objectives
- Understand and identify the basic platform features required by any professional proprietary trader/ investor
- Utilise these features to effectively operate a proprietary trading or investment business
- Understand the concept, advantages and disadvantages of leverage
- Understand how leverage is offered through the products and services of financial intermediaries
- Understand the concept of mark-to-market accounting, the importance of monitoring P&L and its interaction with margin requirements
- Monitor risk and manage margin calls effectively using simple risk policies
- Manage cash flows prudently to ensure the operations are optimally capitalised whilst benefiting from leverage
Topic/Structure
- Application of basic trading maxims to trading mindset
- What is a trading platform and how does it work?
- Instrument and Trade Mechanics
- Different type of trade orders and market conventions
- Operational Risks and how to deal with them
- Practical cases for trading
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
Fee Table
COMPANY-SPONSORED | |||
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$654 (After SSG Funding 70%) |
$254 (After SSG Funding 70% |
$654 (After SSG Funding 70%) |
Singapore Citizen ≥ 40 years old |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
$254 (After SSG Funding 70% |
International Participant |
$2,180 (No Funding) |
$2,180 (No Funding) |
$2,180 (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 will be able to enjoy ETSS funding only if the company's SME's status has been approved. 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)
Intake Information
Next Intake: 6, 7, 10 & 11 Jan 2025 [Open for Registration]