Course details
Learning Outcomes
Participants will, after this workshop, be able to:
- Apply the fundamental analysis process which comprises of:
- Business Analysis
- Financial Statement Analysis
- Pricing Analysis
- Risk Analysis
- Economic Analysis
- Portfolio Management
Identify fundamentally sound companies / stocks with the above process
Construct a portfolio with capability of generating regular dividends and capital gain over long term!
Who Should Attend:
- Corporate Finance Analysts, Investment Analysts
- Portfolio Managers, Private Equity
- Asset Management
- Institutional Investors, Investment Advisors
- Traders, Dealers & Remisiers
- Industry Related Professionals
- Others interested in valuation
Training Methodology
- Workshop style, with short cases examples, fun facts, and hands on exercises.
Workshop Outline
- Based on decades of investment wisdom and knowledge similar to those found in degree and post graduate programs, this course looks at how time tested fundamental analysis concepts can be applied practically to create a secondary income stream from share investing
- The course is specially crafted to present these financial concepts into easy-tounderstand bits and focus on application to generate returns
Segment 1: Stock Selection Process
Business / Industry Analysis
- Guidelines to sift out profitable businesses
- Value and Growth businesses
Financial Statement Analysis
- Balance Sheet / Income Statement / Cashflow Statement
- Financial Ratio Analysis
Pricing Analysis
- Discounted Cashflow / Price to Earning Ratio / Price to Book Ratio / Dividend Yield
Risk Analysis
- Business / Credit / Market Risks
Segment 2: Portfolio Management
Economic Analysis
- Indicators to evaluate the state of an economy
- Derive a sense of the share market direction
Portfolio Strategies
- Guidelines to decide investment gear / cap
- Type of stocks to invest at different point in time
- When to sell
Segment 3: Hands On Exercise to learn how to apply knowledge learnt!
Participants are expected to bring along an internet device to practice the skillsets learnt!
Updated on 20 June, 2016About AB Maximus Training
AB Maximus & Co Pte Ltd was founded in 1996 as a training consultancy specialising in Chartered Financial Analyst (CFA) preparatory classes. Our company is one of the leading providers of professional training and continuing education programmes for capital markets professionals in Southeast Asia. We also organise investor education and financial literacy programmes in the region.
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