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.

• Assistant Relationship Manager, Relationship Manager

• 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.

Portfolio Structures

• Portfolio structures

Big Picture Analysis

• Duration of the Cycle
• Growth Cycle and Asset Class Performance
• Four Phases of Growth Cycle
• Sectoral Analysis
  • Equities
  • Bonds
  • Commodities
• Four Engines of the Economy
• The Most Important US Numbers
• The Curious Case of the Inverted Yield Curve
• Intermarket Analysis

Unit Trusts

• Fund Description
• Key Fund Facts
• Fund Statistics
• Investor’s Concern
  • The Cheaper is Better?
  • The More the Merrier
  • Buy Low Sell High?
  • Fund Managers Often Underperform
  • Currency Risk: Hedge or Don’t Hedge?

Equities

• 4-Step Framework
  • Step 1: Idea Generation
  • Step 2: Business Analysis
  • Step 3: Financial Analysis
  • Step 4: Valuation and Setting the Price Target

Commodities

• Overview
• Types of Commodities
• Valuation of Commodities
• Investing in Commodities
• Investment vehicles
• Commodities and Inflation
  

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.