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How to Manage An Equity Portfolio Using Both Fundamental Analysis (FA) and Technical Analysis (TA) – “FATA” By Lim Mei Ching
RM160.00
| Date | 26 August 2024 |
|---|---|
| Time | 9.00am – 1.00pm |
| CE/CPE/CPD | 5 FPAM CE Points / 10 SIDC CPE Points / 4 FiMM CPD Points |
| Facilitator | Lim Mei Ching |
The course is an introduction to both fundamental and technical analyses coupled with equity portfolio management strategies. Lim Mei Ching, who was formerly an equity fund manager and investment analyst for more than 12 years has previously worked in unit trust, asset management, insurance and investment bank. She has authored the book “Be Your Own Fund Manager” which she shared her experience both from the buy side and sell side of Malaysian equity research.
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 to reduce the investment risk with better upside potential through a more comprehensive analysis.
Learning Outcome
By the end of the course, participants will be able to:
- Discuss the basic concept of both fundamental and technical analysis.
- Apply fundamental analysis by identifying the basic criteria for stocks selection.
- Interpret the basic indicators of technical analysis for better timing of entry and exit for the stocks selected.
- Construct an equity portfolio and manage like a unit trust for better capital preservation.
- Relate both fundamental analysis and technical analysis to Malaysian stocks with case studies.
Learning Outline
| 8.30 – 9.00 am | Registration / Pre-Assessment |
| 9.00 – 9.30 am | Overview of Fundamental & Technical Analysis
|
| 9.30 – 10.00 am | Top-Down Approach
|
| 10.00 – 10.30 am | Derive the expected fair value of the stock
|
| 10.30 – 10.45 am | TEA BREAK |
| 10.45 – 11.15 am | Basic technical analysis
|
| 11.15- 12.00 pm | Equity Portfolio Management
|
| 12.00 – 12.30 pm | Control of Emotion
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| 12.30 – 12.50 pm | Apply both fundamental and technical analysis in stock selection
|
| 12.50 – 1.00 |
Q&A Session
|
Facilitator
Lim Mei Ching,
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 the Securities Commission. In addition, she has passed the Pasaran Kewangan Malaysia Certificate (PKMC).
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.