Asset Allocation
for Financial
Advisers

Learn practical hands-on fundamental and technical analysis of the stocks, funds, ETFs, REITs and Options in the Global Market.

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Mode of Training

Online

Fundings Available

IBF-FTS
NTUC UTAP

Asset Allocation for Financial Advisers

Time:
8:00AM to 5:30PM

Duration:
2 Days

Funding Eligibility:
IBF-FTS Funding
NTUC UTAP

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Aim

This 2-day aim to provide hands-on fundamental and technical analysis of the stocks, funds, ETFs, REITs and Options in the Global Market. Lookout for trading opportunities, risk management, traders’ psychology, maximize profit and minimize losses.

Learning Objective

By the end of the workshop, participants will be able to:

  • Be able to define and describe what are stock, fund, ETFs, and REITs
  • Learn how to compare funds, ETFs and REITs
  • Learn to differentiate between value investment and trading
  • Learn different valuation methodologies
  • Learn about technical analysis and different methodologies
  • Be introduced into options and the different options strategies
  • Learn portfolio management and asset allocation and how to execute money management

Target Audience

  • Financial Advisers
  • Financial services sector professionals or shown interest in joining financial services sector

Lesson Plan

Programme Fees (Financial Advisors)

SG Citizens below 40 & PRs (nett fee after IBF-FTS 30 % funding):
$2277.78 (U.P. $3000)*

SG Citizens 40 & above (nett fee after IBF-FTS 70% funding):
$2277.78 (U.P. $3000)*

*Price above are nett fee. For corporate rates or non-financial advisors, please contact us.

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