Talk (1 hour)

Objective

This Talk provides some key insights into managing your investment portfolio.  You will learn how to write an Investment Policy Statement tailored to your financial goals, starting with a risk profiling questionnaire.  You will also learn how to evaluate Unit Trusts and ETFs, Robo Advisors, understand why regulations matter to you and how FIDReC is able to help investors resolve disputes with financial institutions.

Course Outline

  • Assessing your risk profile
  • Writing your investment policy statement
  • Asset allocation and the life cycle of investing
  • Evaluating Unit Trusts & ETFs
  • Reviewing and Rebalancing your portfolio regularly
  • Robo Advisors
  • Regulated Investment Products, Financial Advisors, Accredited Investors and FIDREC

Who Should Attend

Suitable for participants aged 18 and above, who have a source of income and have started their investing journey. For those who are new to investing, we recommend that they first attend Considerations When Investing and Major Financial Products or Basics of Personal Investing.

Activity-Based Workshop (1.5 hours)

Objective
This workshop provides some key insights into managing your investment portfolio.  You will learn how to write an Investment Policy Statement tailored to your financial goals, starting with a risk profiling questionnaire.  You will also learn how to evaluate Unit Trusts and ETFs, get insights into basic fundamental and technical analysis, Robo Advisors, understand why regulations matter to you and how FIDReC is able to help investors resolve disputes with financial institutions.

 

Outline
  • Assessing your risk profile
  • Writing your investment policy statement
  • Asset allocation and the life cycle of investing
  • Evaluating Unit Trusts & ETFs
  • Stocks – Intrinsic Valuation, Technical Analysis
  • Reviewing and Rebalancing your portfolio regularly
  • Robo Advisors
  • Regulated Investment Products, Financial Advisors, Accredited Investors and FIDREC

 

Who Should Attend
Suitable for participants aged 18 and above, who have a source of income and have started their investing journey. For those who are new to investing, we recommend that they first attend Considerations When Investing and Major Financial Products or Basics of Personal Investing.

Begin Your Financial Literacy Journey

To enrol for similar courses, you can do so via our e-learning platform Finlearn@Academy here, where free and user friendly e-courses are available for learning at your own pace and convenience. Alternatively, register here for our Free Upcoming Programmes for scheduled trainer-led online sessions.

If you are interested in free talks and workshops for your organisation’s employees, please reach out to us here.