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Value Investing Strategies & Techniques

Learn modern applications of value investing to conduct financial analysis, company valuation and identify businesses to invest in.

Up to 70% Course Fee Subsidies  & SkillsFuture Credit Eligible

Accredited by the Institute of Banking and Finance (IBF)

Top Trainers who are Veterans in their Fields

Joe Tan

Teaches Intelligent Investing in the Era of Disruption

Brands Joe has worked with:

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Joe is the Founder and General Manager of Super Coaching Incorporation, an approved and registered Wealth Training entity in Singapore. In this capacity, he provides Corporate Wealth Training to Banks, as well as Training on Asset Allocations and Investments for the public.


Throughout his career, Joe has consistently been involved in training & mentorship roles in the Finance industry. As Head of Wealth (Agency & Training) for Prudential Asset Management’s Malaysia team, he lead and mentored Financial Advisors in building investment portfolios tailored to their client’s specific needs and preferences. As Deputy Head of Retail Banking for Bank of China’s Singapore Branch, he helped grow their wealth product business, in addition to overseeing their Investment & Insurance sales platform.


Joe graduated with a Bachelor’s Degree in Business Administration from Oklahoma City University. He is also involved in organizing various training and speaking events in his spare time. Being fluent in both English and Mandarin, Joe brings his extensive experience in both training and investments in creating an ideal learning experience.

Course Overview

Join Joe in this course to learn how to strengthen your portfolio, understand today’s investible megatrends and identify high-growth companies to invest in.

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What
You'll 
Learn

Join Joe in this comprehensive 24-hour course to learn modern principles and techniques of value investing that can be applied in today’s uncertain global market.

Course Title:

Intelligent Investing in the Era of Disruption

Course Reference Number:

TGS-2022600609

Mode of Delivery:
Face-to-face Session | 24 Hours

Weekday & Weekend classes

Understand How Businesses Generate Revenue i.e. Business Models

  • Types of Revenue Models

  • Business Natures

  • Revenue Recognition and Accrual

2

Evaluate Competitive Advantages of a Business

  • Types of competitive advantage

  • Porter’s Five Forces

3

Understand Growth Drivers to Project Future of a Business

  • Growth Drivers

  • Identifying Potential Risks

4

Assess the Cash Flow Quality of a Business

  • Types of Cash Flow

  • Cash Flow Quality & Analysis

5

Understand Key Financial Ratios and Applications

  • Profitability Analysis

  • Leverage Analysis

  • Dividend Analysis

6

Is this Business Suitable for Investment?

  • Projection of future revenue, net profit and cash flow

  • Compute the Valuation of the Business

The Training Provider
Unicorn Financial Solutions

Established in 2011, Unicorn Financial Solutions is Singapore's leading independently owned
financial solutions provider.

> $0.5 bil. assets

Under advice and management

12,000 Clients

served

10 years

of service experience

Financial Partners
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As Seen On
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Certification

Participants who complete the course and all required assessments will receive a Certificate of Completion by the Approved Training Provider.

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Who Should Attend

  • Beginner to intermediate investors

  • Financial consultants

  • Entrepreneurs and business owners

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Pre-Requisites

  • Basic english skills (reading and writing)

  • Basic computer skills (downloading files, using Zoom, etc)

  • No prior investing knowledge is required, but learners who are comfortable with numbers and calculations might find the material and assessments easier to grasp

Reviews by our Graduates

What we learnt was very informative and not something you can just Google. There were quizzes and group discussions to make the online learning experience very engaging.

Ang Keng Wee

Graduate, 2020

I learnt more about the fundamentals of selecting a company. It also gives me more conviction about the kind of research done before considering investments.

Sherene Lua

Graduate, 2020

The course taught me how to choose companies to invest in with insight and confidence. I now have my own company watchlist based on the concepts learnt.

Keef Wong

Graduate, 2020

Course Fee & Subsidies
Full Course Fee: $1,512.00 (W/ GST)
Up to 70% Course Fee Subsidies Support
SkillsFuture Credit Eligible
  • Singapore Citizens aged 40 years old and above will be eligible for 70% co-funding of direct training costs.

  • Singapore Citizens 21-39 years old and PR will be eligible for 50% subsidy.

  • Singaporeans may use their SkillsFuture Credit to offset remaining fees.

  • The remaining payable fee can be offset with your SkillsFuture Credit.

Course Schedule

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