SCLE Revision: Investment Management & Corporate Finance (Module 12)

Laws & Regulations

26
Mar 2022

26 Mar - 27 Mar 2022

9:00 am - 6:00 pm

SIDC LAMS

Speakers : Wong Loke Lim

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

MYR 1250 *Fee is not inclusive of 6% SST

HRDC-Claimable
HRDC-TrainingProvider

HRD Corp Registered Course/Programme No.: 10001152157

Module 12: Investment Management And Corporate Finance

Programme Overview

This programme equips participants with comprehensive understanding and knowledge based on Module 12 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 12 on investment management and corporate finance. It covers the fundamental aspects of investment, economic fundamentals, financial statement analysis, valuations, derivatives and corporate exercises.

 

Learning Outcomes

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

  1. Recognise the investment environment of the Malaysian capital market
  2. Outline the economic fundamentals
  3. Distinguish the inter-relationship between corporate finance, investment and strategic management
  4. Define the concept of shareholder value and its determinants
  5. Explain the techniques of financial statement analysis and use of various ratios to gain insights into a company’s performance measure
  6. Identify methods of computing economic value added and market value added
  7. Define the concept of time value of money and opportunity cost of capital
  8. Explain the capital budgeting techniques used in making project decisions
  9. Distinguish the relationship between risks and returns and how they are measured
  10. Identify the levels and implications of market efficiency on technical and fundamental analysis and portfolio management
  11. Explain the basic portfolio theory
  12. Explain the process of portfolio management and evaluation of its performance
  13. Explain the common forms of financing and factors to consider in determining the optimal capital structure
  14. Discuss the financing decisions which covers debt financing, equity financing and dividend policy
  15. Define definitions of value and role of valuation
  16. Explain valuation methodologies and their limitations
  17. Identify various forms of derivatives used to hedge financial risks arising from the financing and investment decisions of a company
  18. Discuss interaction of financing and investment decisions in corporate restructuring, mergers and acquisitions 

 Candidates’ Prerequisites

Candidates 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 12 will require a minimum of 120 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.

 

Methodology

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

PROGRAMME – DAY ONE

9.00 am Overview of the Investment Environment

  • Development of the Capital Market and its Technology
  • The Malaysian Markets
  • Growth of Capital Market Products and Services in Malaysia
  • Regulatory Framework of the Malaysian Capital Market

Fundamentals of Economics

  • Economic Fundamentals
  • The Real Economy
  • The Public Sector
  • Monetary Policy
  • The International Sector
  • International Economics
  • Economic Analysis and Investment Strategy
  • Economic Indicators – Usefulness and Practicality for Market Participants

Strategic Management

  • Overview of Strategic Management
  • Linking Corporate Finance with Strategic Management
  • Shareholder Value
10.45 am Break
11.00 am Financial Statement Analysis and Performance Measurement

  • The Importance of Financial Statement Analysis
  • Financial Statement Analysis
  • Economic Value Added
  • Market Value Added

Risks and Returns

  • Present Value and Opportunity Cost of Capital
  • Capital Budgeting
  • Measurement of Risk
  • Measurement of Investment Returns
1.00 pm Lunch Break
2.00 pm Portfolio Theory

  • Risk Aversion and Utility
  • Markowitz Portfolio Theory
  • Capital Asset Pricing Model
  • Arbitrage Pricing Theory

Portfolio Management

  • Market Efficiency
  • Security Analysis
  • An Introduction to Portfolio Management
  • Evaluation of Investment Performance
4.00 pm Break
4.15 pm Financing Decisions

  • The Financing Decision
  • Capital Structure
  • Financial Decisions in a Perfect Market
  • The Stakeholder Theory

Debt Financing

  • Key Categories of Debt Financing Services
  • Valuation of Bonds
  • Price Volatility
  • Convertible Bonds
6.00 pm End of Day One

PROGRAMME – DAY TWO

9.00 am Equity Financing

  • Types of Equity Financing
  • Valuation of Equity
  • Effects on Corporate Exercises

Dividend Policy

  • Definition of Dividend Policy
  • Dividend Theories
  • Dividend Policy Issues
  • The Dividend Policy
  • Other Forms of Dividend
10.45 am Break
11.00 am Valuation

  • The Role of Valuation
  • What is Value?
  • Valuation Models, Approaches and Applications
  • Discounted Cash Flow Valuation
  • Dividend Discount Model
  • Relative Valuation
  • Asset-based Valuations
  • Discounts, Premiums and other Considerations
  • Alternative Valuation Models

Options

  • Definition and Concept of Options
  • Trading of Options
  • Option Payoffs
  • Option Strategies
  • Option Valuation
  • Options in Portfolio Management

Swaps and Interest Rate Options

  • Definition and Concept of Swaps
  • Types of Swaps
  • Other Options on Debt Instruments and Interest Rates
1.00 pm Lunch Break
2.00 pm Futures

  • Definition and Concept of Futures
  • The Futures Market
  • Futures Pricing Review
  • Commodity Futures
  • Equity Futures
  • Interest Rate Futures
  • Bond Futures

Structured Products

  • What is a Structured Product?
  • Issuers of Structure 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
4.15 pm Corporate Restructuring and Mergers and Acquisitions

  • Types of Corporate Restructuring Exercises
  • Mergers and Acquisitions
  • Divestitures
  • Leveraged Buyout
  • Capital Reduction and Consolidation
  • Recapitalisation
  • Liquidation and Winding-up
  • Schemes of Arrangement and Reconstruction
  • Motives and Determinants
  • Regulatory Framework
  • International Mergers and Acquisitions
6.00 pm End of Programme

About the Speaker

Wong Loke Lim

Founder and Director of i-Biz Concept Sdn Bhd

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