Investment Management Fundamentals
About This Course
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.
Who Should Attend
- Private bankers
- Relationship managers
- Front-line employees in Commercial and Retail Banking, Stockbroking, and Risk
Learning Outcomes
- 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
Ng Lye Heng
CFA, CAIA, FRM
Lye Heng possessed 13 years of working experience in the banking industry and is a derivative specialist. He started his banking career in the early 1990s and held roles as principal derivative trader and product structurer. He traded derivatives on stock indices and fixed incomes in global financial markets, spanning Tokyo, Hong Kong, London, New York and Chicago. He concluded his career in the financial industry by managing market risk on the global trading book of a local bank.
In 2004, Lye Heng set up Salmon Thrust, offering training and consultancy in the areas of Investment, Treasury and Wealth Management. Clients include various global banks such as Citibank where he conducted a series of comprehensive investment workshops for the 200-odd relationship managers based in Singapore. To date, he has provided learning solutions across a variety of products and wealth management topics encompassing thousands of seminar delegate-days both in Singapore as well as in China. Lye Heng has also been a CFA trainer since 1999 and CAIA trainer since 2009.
Lye Heng holds a Master's degree in Social Science (Applied Economics) from National University of Singapore, and a Bachelor of Business degree (Financial Analysis) from Nanyang Technological University. He is a CFA, CAIA, and FRM. He also graduated from the MIT-Fintech certification program and has been advising several Fintech start-ups in Singapore.
Lye Heng is the author of 3 IBF-accredited FTS online Fintech courses “Understanding Fintech”, “Technologies Behind the Bitcoin and its Blockchain”, and “Analyzing Bitcoins and Other Cryptocurrencies”.
The Financial Training Scheme (“FTS”)
The Salmon Thrust CPD Series is aimed at raising the competencies of Covered Persons. This course is recognised under the IBF Financial Training Scheme. Completion of this course can be counted towards the fulfilment of the non-STS portion for CACS CPD.
The Financial Training Scheme (“FTS”) is a training incentive scheme supported by the Financial Sector Development Fund (FSDF). The scheme supports financial sector-specific training programmes that raise the competency of the financial sector.
All our programmes are approved for listing on the Financial Training Scheme (FTS) Programme Directory and are eligible for FTS claims, subject to all eligibility criteria being met. For latest development on the Funding Support for IBF FTS, please visit the Financial Training Scheme site.
Early Bird Discount
Enjoy 10% early bird discount when you register one (1) month before the course commencement date.
