![](https://fpam.org.my/training/wp-content/uploads/2024/06/ALGORITHMIC-TRADING-2-150x150.jpg)
Applying Economic Data for Stock Analysis by Pauline Yong
August 20, 2024![Exploring Credit Rating of Bonds and Fixed Income Instruments](https://fpam.org.my/training/wp-content/uploads/2023/04/Exploring-Credit-Rating-of-Bonds-and-Fixed-Income-Instruments.png)
Understanding Guaranteed Income in Income Insurance Plans & How To Calculate My Actual Return In Property Investments? By Avril Tan
August 20, 2024![alternative-strategies-for-investing-in-equities](https://fpam.org.my/training/wp-content/uploads/2022/06/alternative-strategies-for-investing-in-equities.jpg)
FPAM Melaka Chapter CE Workshop | Portfolio Analysis – Strategies to Create an Optimised Investment Portfolio by James Chin
RM260.00
Date | 28 September 2024 |
---|---|
Time | 9.00am – 5.00pm |
Venue | Online |
CE/CPE/CPD | 10 CE Points / 10 CPE Points / 8 CPD Points |
Facilitator | James Chin |
Different asset classes tend to experience good performance at different times. As such, in creating an optimized investment portfolio for our clients, diversification helps offset any poor performance of an asset class with higher returns from another asset class, thus enhancing the consistency of long-term returns.
This course will equip investment advisors and consultants with the necessary skills to develop a comprehensive and diversified investment portfolio by selecting the right combination of unit trust funds for their clients based on individual investors’ risk profiles, market opportunities, and risk management.
Learning Outcome
By the end of the course, participants will be able to:
- Analyse and evaluate existing unit trust funds to construct an optimized portfolio for clients;
- Analyse the client’s long-term investment needs and financial objectives to recommend suitable products;
- Establish, review, and re-balance a diversified investment portfolio for clients;
- Assess objectively the performance of unit trust funds in an existing portfolio; and
- Evaluate the impact of changing market and economic conditions on the client’s portfolio and recommend appropriate mitigating actions.
Learning Outline
li>Understand the power of positive thinking and mindset change.
8.30 – 9.00 am | Registration / Pre-Assessment |
9.00 – 10.30 am | Understanding Professional Portfolio Management
|
10.30 – 10.45 am | TEA BREAK |
10.45 – 12.30 pm | Analyzing Portfolio Management
|
12.30 – 2.00 pm | LUNCH BREAK |
2.00 – 3.00 pm | Optimizing An Investment Portfolio For Your Client
|
3.00 – 3.30 | Case Study (Group Exercise)
|
3.30 – 3.45 pm | TEA BREAK |
3.45 – 4.45 pm | Case Study (Group Exercise)
|
4.45 – 5.00 pm | Q&A Session
|
Facilitator
James Chin,
James Chin is a HRD Corp Accredited Trainer who specialises in investment and the global economy with more than 2 decades of experience in the financial industry. He was formerly a Director at CIMB Private Banking and CIMB Principal Asset Management and was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia. He currently conducts trainings for banks and MNCs on investments, financial planning and leadership.
James obtained his Commonwealth Executive Master of Business Administration from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate. He currently lectures part-time at Wawasan Open University on Leadership and Organisational Management courses.
Terms & Conditions
- Registration is on a first-come-first-served basis, only 30 seats are available.
- Participants need to sit in for the workshop throughout the day to receive the certificate and to fulfill the endorsement of points.
- Confirmation is subject to receipt of payment before the workshop.
- FPAM reserves the right to amend the program, speaker, date, venue, etc, without prior notice.
Frequently Asked Questions
1. How long will each physical program take?
Each physical program is the equivalent of a day’s CE Workshop training for approximately 8 hours with the morning & afternoon coffee break and lunch in between. The duration of the program excluding the break is 6 hours.
2. Can I attend only half the sessions of the training?
You will need to sit in for the session throughout the day unless you have a valid reason or a copy of proof.
3. Mode of payment?
We accept payment by credit / debit card (VISA / MasterCard / AMERICAN EXPRESS / Discover), by FPX (Affin Bank, Alliance Bank, AmBank, Bank Islam, Bank Muamalat, Bank Rakyat, BSN, CIMB Clicks, Hong Leong Bank, HSBC Bank, KFH, Maybank2E, Maybank2U, OCBC Bank, Public Bank, RHB Bank, Standard Chartered, UOB Bank).
4. How secure is shopping? Is my data protected?
Your data will be handled confidentially and encrypted with SSL (Secure-Socket-Layer) secure server software. The encrypted information of your order, your name, address, credit card, and bank details cannot be retrieved by any third party. Credit card payments will also be verified through the 3D secure procedure.
5. Who should I contact if there is any transactional issue or problem purchasing any product/service?
Kindly drop a message below with the problem statement, and we will get back to you as soon as possible.