Fundamentals of Investing Leveraging Technology

Date: 15 May, 18 May 2023 | 9am-5.30pm | Online

Duration: 2 Days

Course Overview

Generating wealth is one of the key priorities that every individual wants to accomplish. However, only a few have sufficient knowledge to build it successfully. It is essential to protect one’s wealth, especially in uncertain times like today. This course provides the participants with ample knowledge in the field of investing and takes through the best principles to follow to protect and generate wealth sustainably. The course runs through new platforms and technologies to enhance financial decision-making. Participants will learn the best practices in wealth management, leveraging data and technology to plan their finances and live the life they dream of. The course is designed to cover the fundamentals of investing and hands-on practice for real-life investing. This course provides information on how to be prepared for unfortunate events in life. This is for busy people who want to leverage technology in investing to provide for their families, make their money work more effectively, and plan for the good times and the bad times.

This module is part of Professional Certificate in Business Analytics and AI for Finance, Retail and Supply Chain.

Course Objectives

This course makes complex financial concepts accessible to participants with no background in finance or technology. At the end of the course, participants will be able to understand financial markets and the fundamentals of investing. They will have more intelligent discussions with a financial advisor and a checklist to see if their financial health is good. They will be able to understand and calculate financial ratios and models. They will be able to create their investment strategy and build and track their portfolios. They will learn about several available data platforms and how to gather financial data and analyze it. They will also learn different investing strategies and test them through paper trading systems.

Topics

  • Introduction to Financial Markets
  • Importance of wealth management
  • Risk Tolerance and Risk Compatibility
  • Power of Compounding
  • Investment Pyramid and Portfolio development
  • Trading Concepts and Investing Framework (IDMR)
  • APIs and data platforms
  • Hands-on Paper Trading
  • Financial Statistics and Risk Ratios (BASS)
  • Behavioral Biases in investing and Drawbacks of Manual Trading
  • Introduction to Algotrading
  • Trading Simulation Game

Who Should Attend

This course is for busy people, who want to leverage technology to provide for their families, make their money work more effectively and plan for the good times and the bad times.

Course Convener

(Click their photos to view their short biographies)

eeeee Shashank Shekhar Tripathi

Mr Shashank Shekhar TripathiMr Shashank Shekhar Tripathi

Course Fees

Singapore Citizens
39 years old or younger
40 years old or older
Singapore PRs
Enhanced Training Support for SMEs
International Participants

Total Nett Programme Fee Payable, Including GST, after additional funding from the various funding schemes

Participants must fulfill at least 75% attendance and pass all assessment components to be eligible for SSG funding.

To enquire, email soc-ace@nus.edu.sg

To register, click Register

Course Code:
TGS-2020504949 (Synchronous e-learning)

For members of public and NUS Alumnus (without R&G Voucher), please follow the steps below:

Select Short Course / Modular Course -> Apply for Myself -> Browse Academic Modules / Short Courses-> Module/Course Category -> Short Courses -> Browse Courses-> Advanced Computing for Exe (Faculty/Department / Unit)

Please download the user guide for NUS Online Application Portal after you click ‘Apply for Myself’ if you need assistance.

Course Fee Breakdown

 

Singapore Citizens

Singapore Citizens

39 years old or younger

Singapore Citizen

40 years old or older
Singapore PRs
Enhanced Training Support for SMEs
International Participants