Intelligent Investing
in the Era of Disruption
Learn Good Investing Practices and Identify Promising Companies to Invest In
24 Hours Conducted via Zoom
or Face-to-Face Sessions
Subsidies available & SkillsFuture Credit Eligible
Accredited by the Institute of Banking and Finance (IBF)
Top Trainers who are Veterans in their Fields
Course Overview
Strengthen your investment portfolio with this comprehensive 24-hour course. Combine knowledge of timeless value-investing principles with an understanding of the investible megatrends of the current era. By applying concepts like key financial ratios and revenue models to real-life companies and case studies, learners will be able to identify high-quality and high- growth companies to invest in. On completion of the course, learners will continue to be supported through an alumni community, where trainers and fellow learners will help keep their investment skills sharpened.
Course Highlights (Learnings)
Fundamentals of Investing
Apply tested value investing principles to the current market
Understand Revenue Models
Gain a clear picture of a company's business nature and revenue model before choosing to invest
Pick the Right Companies
Understand the growth drivers which make stocks into trustworthy and competitive investments
Buy Low,
Sell High
Learn how to determine a stock’s true value and avoid overpaying for it
Invest Wisely with
Financial Ratios
Financial ratios offer a quick and reliable checklist to identify the highest performance and quality companies.
Build Your Portfolio
Learn from real-life case studies of actual companies to identify
structural winners to invest in
Course Outline
Key Details
At the end of the course, you will learn how to:
1. Understand How Businesses Generate Revenue i.e. Business Models
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Types of Revenue Models
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Business Natures
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Revenue Recognition and Accrual
2. Evaluate Competitive Advantages of a Business
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Types of competitive advantage
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Porter’s Five Forces
3. Understand Growth Drivers to Project Future of a Business
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Growth Drivers
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Identifying Potential Risks
4. Assess the Cash Flow Quality of a Business
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Types of Cash Flow
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Cash Flow Quality & Analysis
5. Understand Key Financial Ratios and Applications
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Profitability Analysis
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Leverage Analysis
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Dividend Analysis
6. Is this Business Suitable for Investment?
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Projection of future revenue, net profit and cash flow
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Compute the Valuation of the Business
Course Title
Intelligent Investing in the Era of Disruption
Course Reference Number
TGS-2020508079
Available Schedules:
Weekend: 3 full days, 9am-6pm
Weekday: 7 evenings, 6.45pm-10.15pm
Guided by Industry Experts
and Investment Researchers
*Only one trainer will be facilitating per class.
Seow Kek Wee
Program Developer
Kek Wee is Head of Investment Research at Unicorn Financial Solutions. In this capacity, he leads a team of financial analysts in managing assets worth $500 million. He has utilized his extensive expertise in financial research and value investing to design a course curriculum which has won accreditation by the Institute of Banking and Finance (IBF).
Joe Tan
Main Trainer
Over the course of his career, Joe has been appointed to various corporate roles such as Deputy Head of Retail Banking and Head of Training. These experiences have led him to develop his own unique style of training, one that is thorough and personable at the same time.
Hermawan Christanto
Main Trainer
Hermawan serves an investment clientele of 160 diverse professionals as a Research Specialist and is also known for his lively energy as an instructor in the virtual classroom.
The Training Provider
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UNICORN FINANCIAL SOLUTIONS
Established in 2011, Unicorn Financial Solutions is Singapore's leading independently owned
financial solutions provider.
10 years
> $0.5 bil.
12,000
of Service Experience
Assets under Advice
and Management
Clients Served
FINANCIAL PARTNERS
MEDIA FEATURES
Certification
Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.
Who Should Attend
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Beginner to intermediate investors
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Financial consultants
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Entrepreneurs and business owners
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Pre-Requisites
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Basic english skills (reading and writing)
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Basic computer skills (downloading files, using Zoom, etc)
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No prior investing knowledge is required, but learners who are comfortable with numbers and calculations might find the material and assessments easier to grasp
Course Fees & Subsidies
Full Course Fee (Before Subsidies): S$3,210.00
Terms & Conditions Applicable:
* Up to 90% Enhanced Funding Support is available for training programmes commencing between 1 January 2022 and 30 June 2022.
* Course fee subsidy for self-sponsored individual is inclusive of GST, course fee subsidy for company-sponsored individual is exclusive of GST.
* Companies eligible to submit claims for company-sponsored participants include Singapore-based financial Institutions regulated by MAS (licensed or exempt from licensing by MAS) andFinTech firms certified by Singapore FinTech Association (Terms and Conditions apply). SkillsFuture Credit cannot be used to co-fund the programme fees of company-sponsored training programmes.
Up to 90% Subsidies Support
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Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs.
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Singapore Citizens 21-39 years old and PR will be eligible for 70% subsidy.
SkillsFuture Credit Eligible
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Singaporeans may use their SkillsFuture Credits to offset remaining fees.
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The remaining payable fee of $321 can be offset with your SkillsFuture Credits.
Course Schedule
Secure your slot with a
$30 application fee below
Application Fee is refundable upon completion of the online course.