Investment Management – From Knowledge to Practice
- Finance & Investment
- Innovation & Business Improvement
This programme is conducted on-campus.
To use your SkillsFuture Credit, please submit your claim through our payment portal. Do not submit the claim manually via the SkillsFuture page. Please refer to our step-by-step guide here.
2 days
Weekdays (9am - 5pm)
Who Should Attend
Aspiring and existing wealth professionals who are interested in gaining the required fundamental knowledge to start their investment journey.
Overview
Managing risks and overcoming challenges are crucial for investors aiming to reach their financial goals. This programme equips participants with practical knowledge and sharpens their skills to compare, execute, and evaluate investment proposals across various asset classes. Participants will deepen their understanding of risk versus return, financial ratios, and actively engage in live exercises such as “Stock Trading” and “Building Your Own Investment Portfolio.” Upon completion, they will have the essential foundation to confidently begin their investment management journey.
Learning Objectives
- Learn the life cycle of Earning and Spending
- Evaluate important considerations before Investment
- Understanding your Risk Appetite
- How to Get Started
- Key Factors to Investment Decision
- Learn the various types of Investments
- Cash – Fixed Deposit/ Singapore Saving Bonds
- Stocks – Analysis/ Categories/ Financial Ratios/ Evaluation
- Stocks – Class Trading Exercises/ Assessment & Discussion
- Bonds – Price vs Credit Risk/ Interest/ Tenor
- Understanding alternative Investments/ Evaluate and Comparison
- REITs
- ETF
- Robo Advisors
- Bitcoin and other Cryptos
- Learn about asset allocation/ goals and risk tolerance vs diversification and returns
- Creating a personal investment portfolio
Topic/Structure
Day 1
- Life Cycle of Earning & Spending
- Important Considerations before Investment
- Knowing Your Risk Tolerance/ Fundamental Knowledge
- How to Get Started
- Key Factors to Investment Decision
- Types of Investments
- Cash/ Fixed Income (Bonds)/ Equity (Stocks)/ Funds/ Alternative Investments
- Stocks - Fundamental Analysis/ Financial Ratios/ Evaluation/ Execution
- Class Exercise 1 - Stock Trading Exercises/ Assessment & Discussion
Day 2
- Bonds - Price vs Credit Risk/ Interest/ Tenor
- Understanding Alternative Investments/ Evaluation & Comparison
- REIT/ ETF/ Robo Advisors
- Bitcoin & Other Cryptos
- Asset Allocation/ Goals & Risk Tolerance vs Diversification & Returns
- Class Exercise 2 - Creating a Personal Investment Portfolio
- Key Factors to Investment Decision
- Conclusion & Takeaway
Assessment
Participants will be assessed based on their in-class participation and contribution.
Participants are required to attain a minimum of 75% attendance and pass the associated assessment in order to receive a digital Certificate of Completion.
Fee Table
| EMPLOYER-SPONSORED | |||
|
PARTICIPANT PROFILE |
SELF-SPONSORED |
SME |
NON-SME |
|
Singapore Citizen < 40 years old Permanent Resident LTVP+
|
$1,180 (After SSG Funding 50%) |
$780 (After SSG Funding 50% |
$1,180 (After SSG Funding 50%) |
|
Singapore Citizen ≥ 40 years old |
$780 (After SSG Funding 50% |
$780 (After SSG Funding 50% |
$780 (After SSG Funding 50% |
|
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.
Employer 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
Employers 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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*Registration will close 5 calendar days before the course start date, or once the class is full, whichever comes first.
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