Introduction To Personal Investing

Course Date:
Ongoing

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

Mode of Training:
e-Learning


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
Nil


 

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)


Withdrawal and Deferment
Withdrawal and deferment notice must be made in writing to the Professional & Adult Continuing Education (PACE) Academy, Singapore Polytechnic via email accordingly:

Online Courses - elearning@sp.edu.sg
All other Courses - pace@sp.edu.sg
For withdrawal cases, the portion of course fee to be refunded is based on the date of notice as follows:

Classroom
  • 2 weeks before the commencement of the course - Full refund
  • Less than 2 weeks before commencement of the course - 70% refund
  • On or after date of commencement - No refund
E-Learning
  • There will be no refund or transfer of course once the account has been created.
The Singapore Polytechnic reserves the right to cancel or postpone any of the courses. Applicants will be duly notified and where applicable, the full fees will be refunded.

The Singapore Polytechnic also reserves the right to amend the fees charged or the period and duration of the courses.

The data provided to Singapore Polytechnic will be kept strictly confidential and will be used for the purpose of course administration. The data may be passed on to the relevant organisations that require the information related to the course.

Application Procedure

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

Credit Cards, Internet Banking, NETS (Not Applicable for company sponsored)
a) 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
Blk T1A, Level 1
Mon-Fri: 8:30am to 6:30pm

Cheques
c) Please make cheques payable to “Singapore Polytechnic”. Please cross the cheque and write the Registration Reference ID, Applicant Name and NRIC/FIN number on the back of the cheque. Mail the cheque to:

Singapore Polytechnic
PACE Academy
s 500 Dover Road
Blk T1A, Level 1
Singapore 139651
Please note that an administrative charge of $15 will be imposed for any returned cheques from the bank or financial institution.

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