Introduction To Personal Investing

Course Date:

The access period for the course is 3 months, starting from the date of registration.

Mode of Training:

Course Objectives
This module aims to help you learn about basic investing concepts and key considerations when investing. You will learn how you can assess your risk appetite and the various investment strategies. The workshop will also cover the features and risks of some of the major financial instruments.

Course Outline

Basic Investing Concepts

  • Introduction
  • Why Do We Invest?
  • Investment Objectives
  • Risk and Return
  • Risk Tolerance
  • Diversification and Asset Allocation
  • Asset Allocation Factors
  • More Investing Strategies
  • Basic Investing Concepts - Conclusion

Selecting Suitable Financial Products

  • Selecting Suitable Financial Products Introduction
  • Bonds
  • Shares or Equities
  • Unit Trusts
  • Investment Linked Insurance Policies
  • Structured Deposits
  • Exchange Traded Funds
  • Real Estate Investment Trusts
  • Contracts For Difference
  • Case Study - Different Investing Scenarios
  • Managing Your Investment Portfolio
  • What To Look For In A Financial Adviser

Suitable For
Anyone who wants to learn useful skills related to Personal Investing

Minimum Entry Requirements


Award / Certification / Accreditation
• Certificate of Attendance
A Certificate of Attendance will be awarded to participants who have completed the course

Course Fees
S$20.00 + S$1.40 (GST) = S$21.40 (inclusive GST)

Singaporeans aged 25 years and above may use **SkillsFuture Credit balance to offset respective course fees.

Application Procedure

1. All applications must be made via Online Registration at
Course fees can be paid by the following payment modes:

a) Credit Cards, Internet Banking, NETS (Not Applicable for company sponsored)
For e-payment using Visa/Master cards and Internet Banking, please click on the ‘Make e-Payment’ button on the acknowledgement page to proceed.

b) For NETS payment, you can pay at:
Singapore Polytechnic
PACE Academy

c) For payment via PayNow, please enter the UEN No. T08GB0056ACET and indicate the invoice/registration number. 

*With effect from 1 August 2021, cheque payment will not be available.

2. All successful applicants will be notified with a letter of confirmation via email.