PRINCIPLES AND PRACTICE OF INVESTING

Serious Course For Private Investors

Trendlab SimulatorLEARNING MADE EASY

PRINCIPLES AND PRACTICE OF INVESTING

SERIOUS COURSE FOR PRIVATE INVESTORS

Trendlab SimulatorLEARNING MADE EASY

What does "Serious Course" mean?

NO FALSE CLAIMS

It is common practice in this industry to promise returns that are way beyond what can be realistically achieved with savings. Unfortunately this is not only unprofessional but also counterproductive because the alpha strategies required to achieve excessive returns lead private investors to achieve negative alpha returns and hence lower overall returns.

INSTITUTIONAL ANALYTICAL FRAMEWORK

A serious investment course must separate Beta and Alpha components of returns because (1) Beta is a positive-sum game while Alpha is a negative-sum game and (2) Beta-returns are capital-based and can be realistically achieved by private investors while Alpha-returns are skill-based and should be approached differently.

INSTITUTIONAL-LIKE TRAINING

Institutional Investors learn how to invest with rigorous on-the-job training. To replicate such a training we have created a first of its kind simulator, a learning system that reproduces such a training for private investors.

Course Objectives

  • GROW your wealth independently
  • PROTECT yourself from errors and inappropriate financial advice
  • PLAN your financial life from youth to retirement
  • UNDERSTAND shares and bonds as instruments of wealth creation
  • DEVELOP the mind-set of successful investors
  • DISCOVER the fees hidden in financial products

Course Structure

The Course is structured in six modules. Each module lasts two months and typically consists of two sessions of live group training in the first month, followed by an individual coaching session in the following month. The course is structured in this way because group training is the most efficient and cost effective way to impart knowledge while individual coaching sessions are the most effective way to ensure that concepts are understood and learnt correctly.

Module 1 - Institutional Framework and Planning
Module 2 - Asset Allocation and Risk Management
Module 3 - How to select shares and funds
Module 4 - Estimating Equity returns
Module 5 - Estimating Bonds returns
Module 6 - Investment strategies

Fees

SGD 385 / Month

Includes

  • Access to Trendlab Simulator 24/7
  • Free re-attendance of group sessions
  • MS Excel financial calculator
  • MS Excel Planner
  • Trendlab Simulator e-guides

Requirements

  • No prior financial knowledge
  • Personal laptop 

MODULE2 MONTHS

Session 1

Group Training ( 3 hours )

Session 2

Group Training ( 1.5 hours )

Session 3

Individual Coaching ( 2 hours )

APRIL

MODULE 1 – Session 2

Date: Tuesday  – 2 Apr 2019

Time: 6:00 PM – 7:30 PM

Venue: APICS, 43A Beach Road, Level 2, Evershine & Century Complex Singapore 189681

MODULE 1 – Session 1

Date: Saturday  – 13 Apr 2019

Time: 9:00 AM – 12:00 PM

Venue: YMCA Learning Centre, 1 Orchard Road, Level 2, Singapore 238824

MODULE 1 – Session 2

Date: Thursday  – 25 Apr 2019

Time: 6:00 PM – 7:30 PM

Venue: APICS, 43A Beach Road, Level 2, Evershine & Century Complex Singapore 189681