Date: 20 Sep 2022, 23 Sep 2022 | 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 few have sufficient knowledge to successfully build it. 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 what principles to follow in order to protect and generate wealth sustainably. Participants will learn the best practices in wealth management to plan their finances and live the life they dream of.
This module is part of Professional Certificate in Business Analytics and AI for Finance, Retail and Supply Chain.
Learning Outcomes
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. At the end of the course, participants will be able to have more intelligent discussions with a financial advisor and also a checklist to see if their financial health is good. They will be able to create their investment strategy, build and track their portfolios.
Topics
- Introduction
- Course Overview
- Importance of wealth management
- Risk Tolerance
- Risk Compatibility
- Power of Compounding
- Investment Pyramid
- Trading Concepts
- Steps for Investing / Trading (IDMR)
- APIs and Platforms ( investing.com, yahoo finance, google finance, Tradingview)
- Hands-on Paper Trading
- Risk Ratios (BASS)
- Portfolio Management in Google Sheets
- Drawbacks of Manual Trading
- Introduction to Algotrading and Quantconnect
- 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)
Mr Shashank Shekhar Tripathi
Mr Shashank Shekhar Tripathi
Mr Shashank Shekhar Tripathi is an Instructor at the Department of Information Systems and Analytics (DISA) at the School of computing, National University of Singapore. He teaches “Application development for business analytics” and “Systematic trading” to the undergraduate students. He holds the designation Chartered Market Technician (CMT)and Certified Financial Technician(CFTe) . Prior to this, Shashank worked as a Senior Software Engineer at the NUS Fintech Lab where he worked on developing applications related to financial technology. He has a vast experience in oil and gas industry in the domain of corporate finance, financial evaluations, and simulations. He has a huge interest in financial markets, blockchain technology and data analytics. He researches extensively to design, develop and test strategies for algo trading utilizing machine learning, fundamental analysis, and technical analysis. He is an experienced trainer and consultant of data visualization, robotic process automation, and algo trading.
Course Fees
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-> Strategic Tech Mgt Institute (Faculty/Department / Unit)
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