Art of Value Investing: Exploring the Dynamics of Your Stock Skills by Pauline Yong

RM260.00

Date	12 August 2024
Time	9.00am – 5.00pm
CE/CPE/CPD	10 CE Points / 10 CPE Points / 8 CPD Points
Facilitator	Pauline Yong

SKU: N/A Category: Workshops

The objective of this course is to provide participants with a comprehensive understanding of value investing principles, strategies, and techniques to enhance their stock investing skills. Participants will learn how to identify undervalued stocks, conduct thorough research, and make informed investment decisions based on intrinsic value.

Learning Outcome

By the end of the course, participants will be able to:

Interpret the philosophy and principles of intrinsic value in value investing.
Analyse financial statements by understanding key ratios.
Recognise methods such as DCF and relative valuation, with a focus on margin of safety.
Apply value investing and GARP, emphasizing portfolio construction and risk management.
Develop a personal investment thesis to utilize resources effectively.

Learning Outline

li>Understand the power of positive thinking and mindset change.

8.30 – 9.00 am	Registration / Pre-Assessment
9.00 – 9.30 am	Introduction to Value Investing Understanding the Basics: Definition of value investing, historical context, and key principles. The Philosophy of Value Investing: Contrarian approach, long-term perspective, and focus on intrinsic value.
9.30 – 10.30 am	Fundamental Analysis Introduction to Fundamental Analysis: Importance, scope, and key metrics. Financial Statements Analysis: Understanding balance sheets, income statements, and cash flow statements. Ratio Analysis: Analyzing profitability, liquidity, solvency, and efficiency ratios. Assessing Business Quality: Competitive advantage, moat analysis, and management quality.
10.30 – 10.45 am	TEA BREAK
10.45 – 11.30 am	Valuation Techniques Intrinsic Value Calculation: Discounted Cash Flow (DCF) method, dividend discount model (DDM), and earnings-based models. Relative Valuation: Price-to-Earnings (P/E), Price-to-Book (P/B), and other multiples. Understanding Market Efficiency: Efficient market hypothesis (EMH) and its implications for value investors. Margin of Safety: Importance, calculation, and application in investment decisions.
11.30 – 12.30 pm	Investment Strategies Value Investing Strategies: Deep value investing, growth at a reasonable price (GARP), and special situation investing. Portfolio Construction: Diversification, asset allocation, and risk management. Behavioral Finance and Investor Psychology: Overcoming biases, emotions, and cognitive errors in investment decision-making.
12.30 – 2.00 pm	LUNCH BREAK
2.00 – 3.30 pm	Case Studies and Practical Exercises Real-life Case Studies: Analyzing historical value investing success stories and failures. Practical Exercises: Hands-on valuation exercises, stock screening, and portfolio simulation. Group Discussions: Sharing insights, challenges, and learning from peers.
3.30 – 3.45 pm	TEA BREAK
3.45 – 4.45 pm	Build Your Own Value Investing Portfolio Developing a Personal Investment Thesis: Identifying investment criteria, setting goals, and establishing a disciplined approach. Resources and Tools: Utilizing financial databases, research reports, and online platforms effectively.
4.45 – 5.00 pm	Q&A Session Questions and Answers session for final clarifications

Facilitator

Pauline Yong,

Pauline Yong Tung Fong is a CFP® (Certified Financial Planner) and a licensed financial planner with Security Commission license CMSRL and Bank Negara licensed Financial Advisor Representative (FAR). She started as a research analyst, and she is a lecturer in economics, finance and banking for 25 years. She is also the course facilitator for the Financial Planning Association Malaysia (FPAM) CPE courses since 2017. She published 5 investment and financial planning books and currently a regular writer for various magazines and newspapers. Currently, she is a regular commentator for City Plus FM radio station for stock market outlook. She received her MBA in Finance from University of Leicester, UK and her BBA (Hons) in Finance from York University, Canada. In addition, she is also a certified chartist (CFTe) in Malaysia, a member of the Society of Technical Analysis (STA) UK and had passed the CFA Certificate in ESG. Currently, Pauline holds the position of Chapter Chairperson for FPAM Johor Chapter.

Over 25 years taught over 200 large scale corporate courses
Accumulated over 50000+ students
Audience: CEOs, bankers, fund managers, financial planners, university students, SME owners
First Woman Certified Chartist (CFTe) in Malaysia (2013).
National best-selling author for 3 books since 2006 (I love Stocks, I Love Financial Planning and I love Trading)
Published 5 English books, and 1 Mandarin book, sold globally since 2005
Bursa Malaysia appointed speaker 2018 – present
FPAM appointed course facilitator since 2017
FPAM Johor Chapter Chairperson 2021 – present
CEO and Founder of Sigma Wealth Sdn Bhd (Alpha Academy) since 2004
Philip Wealth Planner Top Producer 2020 – 2021
Frequent judge and lecturer at Victoria University Australia since 2015
Industry advisor for UTM （Robo Advisor）
Guest speaker at Women Institute of Management Malaysia 2011-2013
Weekly Stock Market Commentator for City Plus FM 2017 – 2020.
Interviewed by BFM Radio, City Plus FM
Feature writer for Smart Investor, Focus, Money Compass, Citta Bella.
She runs her own blog as a stock commentator and investment guru since 2008, and runs her own YouTube Channel in sharing about her investment and financial planning knowledge.

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.