Certificate in Value Investing - Value Investing Portfolio Management
- Finance & Investment
This programme is conducted online.
3 days
Weeknights (7pm - 10:30pm)
Saturday (9am - 6:00pm)
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
This module provides participants with a basic understanding in the use of portfolio management as a tool to obtain average long term return. Participants can benefit from this effective tool to create an all-rounded portfolio balancing risk and return using many common strategies used in the financial markets.
Learning Objectives
- Understand the key elements of portfolio funds: allocation, diversification and rebalancing
- Distinguish between the different styles/ types of portfolio funds in existence in today’s markets
- Understand and recognise the basic components of return/ risk metrics for portfolio performance and the idea of an efficient frontier
- Understand the effects of leverage on performance metrics
- Recognise and adopt certain methods to simply optimise and risk manage a portfolio
Topic/Structure
PART 1:
- What is Portfolio Management?
- Asset Description In A Portfolio
- Key Elements In A Portfolio of Assets
- Different Types of Portfolio Funds
- Broad Spectrum of Portfolio Funds Tailored To Different Risks Preference
- Thematic Portfolio
- Geographical Portfolio
- Specific Asset Class Portfolio
- Recap of the distinctive features of Portfolio Management
PART 2:
- Understanding Risk and Return Metrics of Portfolio Management
- Optimising The Risk - Return Profile of an Investor Through a Risk Preference Questionnaire
- Understanding the Correlation Co-efficient
- Construction of a Portfolio
- Portfolio Diversification Through Asset Allocation - Strategic Asset Allocation / Tactical Asset Allocation
- Portfolio Monitoring / Rebalancing
- Portfolio Performance Evaluation
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+
|
$523.20 (After SSG Funding 70%) |
$203.20 (After SSG Funding 70% |
$523.20 (After SSG Funding 70%) |
|
Singapore Citizen ≥ 40 years old |
$203.20 (After SSG Funding 70% |
$203.20 (After SSG Funding 70% |
$203.20 (After SSG Funding 70% |
|
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 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
Intake 22: 27, 28 & 29 March 2025 [Open for Registration]
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