Capital markets are turbulent. Financial professionals and general bankers alike need to have a strong foundation on the fundamentals of various investment instruments. This course aims to provide that strong level of foundation.

Given the changing nature of capital markets, this course will be renewed/refreshed periodically to focus on the various topics of relevance/importance in equities, commodities, and unit trusts.

• Private bankers
• Relationship managers
• Front-line employees in Commercial and Retail Banking, Stockbroking, and Risk

• Understand and carry out financial analysis for equities and employ common valuation approaches
• Fundamental knowledge on unit trusts and fund analytics
• Fundamental knowledge on commodities as an investment asset and risk transfer vehicle

Equities

• 4-step analysis framework
  • Step 1: Idea generation
  • Step 2: Business analysis
  • Step 3: Financial Analysis
  • Step 4: Valuation
• Setting the price target

Unit Trusts

• Fund descriptions
• Key fund facts
• Fund composition
• Fund statistics
• Investment perspectives
• Fund deployment
  • Growth cycle and asset class performance
  • Sector adjustments

Commodities

• Overview of commodities as an asset class
• Types of commodities
• Investing in commodities
• Investment vehicles

Our trainer brings decades of expertise in investment, treasury, and wealth management training. A derivatives and financial markets specialist, he has managed institutional trading risk and designed learning solutions for global banks. Holding three international designations in investment and risk, he has trained candidates for over twenty years, completed fintech studies at a leading institution, and advises startups on financial products.