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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

Hands-On Learning & Real-Life Case Studies

Top Trainers who are Veterans in their Fields

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• More than 10 years’ experience in the Financial and Asset Management Industry

• Well-versed in different financial instruments like Stocks, Bonds, Swaps, FX Options

• Crafted an investment workshop and coached over 50 students to date

• Articulate in numbers and Proactive to seek better solutions.

James Yeo is the founder of SmallCapAsia, a financial education company focused on uncovering the smaller hidden gems within the Singapore market.

 

To date, he has been investing around the world for more than 10 years. His aim is to help the layman invest for the better, for achieving financial freedom and to lead a happy retirement.


James is a fervent ex-writer for various famous publications such as Dollarsandsense.sg, Yahoo Finance, Investor-one and more. He has the privilege to speak at events organized by Online Traders Club, ShareInvestor, Investingnote.com and more. 
He has also attained the Advanced Certificate in Learning and Performance (ACLP) awarded by the Institute of Adult Learning.

Course Overview

Join James 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 James 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. Unicorn Financial Solutions is an Accredited Training Organisation under the Institute of Banking and Finance.

> $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: $1,526.00 (W/ GST)

As this course is Accredited under the IBF Standards Training scheme, the below subsidies apply:

Up to 70% Course Fee Subsidies Support
  • 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.

SkillsFuture Credit Eligible
  • 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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