SCLE Revision: Financial Statement Analysis and Asset Valuation (Module 7)

Laws & Regulations

11
Mar 2023

11 Mar - 12 Mar 2023

9:00 am - 6:00 pm

Securities Commission Malaysia Building

Google Maps Waze

Speakers : Faridq Ridzuan

Registration closing date is 3 business days before the programme date or when all seats are fully taken.
HRD Corp
Claimable

MYR 1500 *Fee is not inclusive of 8% SST

HRDC-Claimable
HRDC-TrainingProvider

HRD Corp Registered Course/Programme No.: 10001152786

Module 7: Financial Statement Analysis and Asset Valuation

Programme Overview

This programme equips participants with a comprehensive understanding and knowledge based on Module 7 Study Outline. Participants will advance their knowledge and comprehension further via interactive teaching and learning experience while increasing their confidence in sitting for the examination. This programme will be facilitated by an experienced and qualified trainer.

 

Programme Objective

This programme is designed to match the licensing study outline for Module 7 on financial statement analysis and asset valuation. It covers the fundamental aspects of financial statements, investment analysis, relevant accounting policies and treatments for financial reporting, characteristics of fixed income and equity securities, time value of money and valuation methods.

 

Learning Outcomes

Upon completion of this programme, participants should be able to:

  1. Identify users and uses of financial statements in financial and investment analysis
  2. Describe important accounting policies or choices and treatment of accounting information for financial reporting purposes including explaining the reasons for usage and demonstrating the ability to deal with adjustments necessary for purposes of comparability
  3. Analyse company financial and company information or other crucial factors such as industry position and economic outlook, necessary for relevant and reliable assessment of the company’s performance
  4. Describe the limitations of the use of financial statements and related important accounting issues when interpreting financial statements for informed investment decision making
  5. Explain the elements and characteristics of fixed income and equity securities which is linked to the purposes of financial and investment planning
  6. Define the concepts of time value of money in pricing and valuation of fixed income and equity securities
  7. Discuss methods and indicators, including their required adjustments, to assess the company financial performance or gain greater insight into company operating results
  8. Explain fixed income and equity securities, including derivatives based on various methods of valuation and examining the factors affecting pricing
  9. Explain the technical analysis with respect to securities trading (charts and technical indicators, analysis of technical indicators and patterns, forecasting price movement and volume)

Examination Prerequisites

Participants are expected to possess good knowledge and understanding of the subject matter provided in the study outline and specified references. It is estimated that the SCLE Module 7 will require a minimum of 80 hours of study time. 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 the module as all questions will be continuously updated.

 

Programme Methodology

This programme will be delivered using effective learning methods including presentations, discussions and review of examination questions.

PROGRAMME – DAY ONE

9.00 am Importance of Financial Statement Analysis

  • Importance of Financial Statement Analysis
  • Financial Statement Analysis within a Wider Context
  • Relationship between Share Price and Company Profits
  • Introduction to Financial Statements
  • Pre-requisites for Drawing up Financial Statements
  • Financial Reporting Framework
  • Auditor’s Report
  • Other Information in the Annual Report
10.30 am Break
11.00 am Elements of Financial Statements

  • Introduction to the Balance Sheet/Statement of Financial Position
  • Items in the Balance Sheet/Statement of Financial Position
  • Introduction to Income Statement/Statement of Comprehensive Income
  • Introduction to Statement of Changes in Equity or Comprehensive Income/Statement of Changes in Equity
  • Introduction to Cash Flow Statements/Statement of Cash Flows
  • A Brief on Consolidated Financial Statements
1.00 pm Lunch Break
2.00 pm Financial Statement Analysis

  • Using Financial Statement Analysis to Assess Performance
  • Techniques of Analysis
  • A Working Example of Rati Analysis
  • Limitations of Ratio Analysis
  • Advantages of Ratio Analysis
  • Accounting Issues in Financial Statement Analysis
4.00 pm Break
4.30 pm Exchange-traded Funds

  • Introduction
  • The Structure of an Exchange-traded Fund
  • Investing in Exchange-traded Funds
  • Comparative Analysis
  • Case for Malaysia
6.00 pm End of Day One

PROGRAMME – DAY TWO

9.00 am Fixed Income and Money Markets

  • Malaysian Fixed Income Securities
  • Understanding Bonds
  • Credit Ratings
  • Term Structure of Interest Rates and Yield Curves
  • Theories of Interest Rate Determination
  • Economic Factors Affecting Interest Rates
10.30 am Break
11.00 am Fixed Income and Money Markets (continued)

  • Time Value of Money
  • Compounding and Discounting Techniques
  • Pricing Fixed Income Securities
  • Determining the Yield (Internal Rate of Return)
  • Valuing Money Market Securities
  • Pricing a Bond
  • Calculating Bond Yield
1.00 pm Lunch Break
2.00 pm Structured Products

  • Introduction
  • What is a Structured Product?
  • Issuers of Structured Products in Malaysia
  • Uses and Benefits of Using Structured Products
  • Components of a Structured Product
  • Features and Payout Structures of Structured Products
  • Risks of Investing in Structured Products
4.00 pm Break
4.30 pm Equity Market

  • Malaysian Equity Markets
  • Shares
  • Changes in Number of Shares Issued
  • Equity Hybrids
  • Classification of Shares for Investment Purposes
  • The Role of Valuation: Fundamental Analysis and Technical Analysis
  • The Valuation of Equities
  • Real Estate Investment Trusts (REITs)

Technical Analysis

  • Definition of Dividend Policy
  • Bar Charts
  • Support and Resistance Areas
  • Volume and Open Position
  • Candlestick Chart
  • Indicators

 

6.00 pm End of Programme

About the Speaker

Faridq Ridzuan

Global Fund Manager

+
READ MORE

Recommended for you

Assessment
Securities Commission Licensing Examination (SCLE)
02
Apr 2024
Securities Commission Licensing Examination AM

10:00:00 AM - 11:30:00 AM

Online Remote Proctoring


Assessment
Securities Commission Licensing Examination (SCLE)
02
Apr 2024
Securities Commission Licensing Examination AM

10:00:00 AM - 11:30:00 AM

Online Remote Proctoring


FacebookWhatsAppLinkedInEmail
Assessment
Securities Commission Licensing Examination (SCLE)
02
Apr 2024
Securities Commission Licensing Examination PM

02:30:00 PM - 05:00:00 PM

Online Remote Proctoring


Assessment
Securities Commission Licensing Examination (SCLE)
02
Apr 2024
Securities Commission Licensing Examination PM

02:30:00 PM - 05:00:00 PM

Online Remote Proctoring


FacebookWhatsAppLinkedInEmail
Assessment
Securities Commission Licensing Examination (SCLE)
03
Apr 2024
Securities Commission Licensing Examination AM

10:00:00 AM - 11:30:00 AM

Online Remote Proctoring


Assessment
Securities Commission Licensing Examination (SCLE)
03
Apr 2024
Securities Commission Licensing Examination AM

10:00:00 AM - 11:30:00 AM

Online Remote Proctoring


FacebookWhatsAppLinkedInEmail

View SIDC Calendar

View FAQ

Download

View T&C
SIDC – Delivering Professional Excellence