
Risk Management in Personal Financial Planning by Ng Ka Hoe
January 29, 2024
Taxation Planning for Financial Services Professionals by Wee Hun Been / Lai Chiew Luan
January 29, 2024
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
Learning Outcome
By the end of the course, participants will be able to:
- Differentiate between conventional bank deposits and investments in unit trusts.
- Understand how stock market works and its influence on unit trusts.
- Understand the role of the Securities Commission.
- Minimise losses and maximise returns in Unit Trust investments.
- Identify issues relating to successful unit trust investing.
- Interpret and relate to real life examples of successful unit trust investments.
