Talk (1 Hour) or Activity-Based Workshop (1.5 Hours)
Objective
Learn how to develop an investment policy that aligns with your risk profile and financial goals, gain practical insights into evaluating major financial products and how to manage portfolio risk through effective asset allocation and rebalancing strategies. The session also highlights the influence of artificial intelligence (AI) and social media on investment decisions and introduce key investor protection frameworks in Singapore.
Course Outline
- Assessing your risk profile & your investment policy statement
- Asset allocation and the life cycle of investing
- Evaluating Unit Trusts, ETFs, Stocks
- Reviewing and Rebalancing your portfolio regularly
- Investing in the Digital Age – Robo Advisors, Influence of AI and Social Media
- Regulatory Framework. What You Should Know – Accredited Investors, Financial Advisors 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 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
Enrol for this course via our e-learning platform Finlearn@Academy, where free and user friendly e-courses are available for learning at your own pace and convenience.