CAN someone without a finance certificate manage their own investment funds well enough to build up a comfortable retirement nest or even generational wealth? Lim Mei Ching, a former fund manager and author of Be Your Own Fund Manager, believed it was possible, provided they applied both fundamental and technical analyses, coupled with strict and disciplined portfolio management skills.
Although the concept of FATA has been around, not many authors promote it in their books as both analyses contradict each other in certain ways. Instead, it could be used simultaneously as both indicators in FA and TA need to be strong for them to be included into the equity portfolio.
Participants will be able to:
|8:30 – 9:00 am||Registration / Pre Assessment|
Overview of Fundamental & Technical Analysis
|Derive the expected fair value of the stock
|Basic technical analysis
Equity Portfolio Management
|Control of Emotion
|Apply both fundamental and technical analysis in stocks selection
Questions and Answers
Lim Mei Ching has been in the investment banking industry for more than 12 years and is currently the Finance Director of Merico Sdn Bhd, a company involved in the manufacturing of dairy spread. She has recently authored the book “Be Your Own Fund Manager”. She is also a part-time student pursuing Doctor of Philosophy (Finance) in Universiti Putra Malaysia.
She was formerly an equity fund manager with Gibraltar BSN Life Berhad and Pheim Asset Management. Prior to that, she was also attached to the Malaysian Rating Corporation Berhad (MARC) and OSK/OSK-UOB.
She holds a Master of Financial Management (Merit) from the Australian National University. She also holds a Bachelor of Business and Commerce from Monash University Malaysia. She has previously passed Module 9 (Funds Management Regulation) and Module 10 (Asset and Funds Management) under Securities Commission. In addition, she has passed the Pasaran Kewangan Malaysia Certificate (PKMC).
Each digital programme is the equivalent of a day’s CE Workshop training for approximately 8 hours. With the lunch break in between, the digital programme will usually take place for 6 hours.
Yes, you may. However, you will not be granted full points from respective parties.
We accept payment by credit 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).
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 or bank details cannot be read by any third party. Credit card payments will also be verified through the 3D secure procedure.
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