Workshop (3 hours)

Objective

Learn basic concepts and considerations when investing. Understand the features and risks of common financial products. You will also learn some basic investment strategies and how to construct an investment portfolio based on your financial needs and risk appetite.

Course Outline

  • Investment objectives and risk appetite
  • Risk-return trade off
  • The 3 investment strategies: Diversification, Asset Allocation and Dollar Cost Averaging
  • Understanding some major financial products and the associated risks
  • Considerations when constructing an investment portfolio

Who Should Attend

Suitable for those who want to learn basic investment concepts, benefits and risks of some major financial products and how to start their investment journey.

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