About the Speaker
Wong Loke Lim
Founder and Director of i-Biz Concept Sdn Bhd
This course equips participants with comprehensive understanding and knowledge based on the Module 10 Study Outline. Participants will advance their knowledge and comprehension further via an interactive teaching and learning experience while increasing their confidence in sitting for the examination. This course will be facilitated by an experienced and qualified trainer.
This 13 hours webinar conducted over 2 days is designed to match the licensing study outline for Module 10 on assets and funds management. It covers the fundamental aspects of investment such as fund management, financial planning, portfolio management, asset classes and allocation, portfolio theory, risk and return, investment strategies and performance measurement.
Who Should Attend
Candidates are expected to have good knowledge, understanding and ability to apply in the following areas:
It is estimated that this module will require a minimum of 120 hours of study time. Candidates are expected to have relatively strong capability in the application and analysis of information provided in this outline and its reference. The amount of study hours needed depends on the education background and work experience of the candidates. Candidates are also expected to update themselves with the latest changes relevant to this module as all questions will be continuously updated to reflect these changes.
This course will be delivered using effective learning methods which include presentations, discussions and review examination questions.
PROGRAMME – DAY 1
|The Fund Management Industry in Malaysia
The Investment Setting
|Life-cycle Investing and Investment Structure
|Modern Portfolio Theory (MPT)
|Managing an Equity Portfolio
Managing a Fixed Income Portfolio
|End of Day 1
PROGRAMME – DAY 2
|Derivatives in Portfolio Management
|Managing Alternative Investments
Managing International Investments
| Understanding Islamic Investments
Portfolio Risk Management
|Performance Measurement and Presentation of Returns
|End of Day 2