Course Overview

This comprehensive course in value investing equips participants with the essential skills and knowledge to evaluate investment opportunities, assess financial health, and construct robust investment portfolios. Through a combination of theoretical insights and practical applications, participants will delve into financial statement analysis, financial markets, time value of money, cost of capital, company valuation techniques, and portfolio management strategies.

 

Prerequisites

  • Trainees should be proficient in web surfing, Microsoft Excel and be able to communicate in English.
  • For in-person training, do bring along a laptop.

Target Audience

This course is tailored for working professionals in Singapore who want to enhance their understanding of value investing. It is suitable for:

  • Finance professionals.
  • Individuals aiming to manage personal investments effectively.
  • Professionals transitioning into investment-related role.

Course Highlights

  • Utilize industry-standard tools like Excel to perform financial analysis, bolstering proficiency and employability.
  • In-depth understanding of financial markets and investment instruments.
  • Real-world case studies on company valuation using various methods.
  • Benefit from the expertise of seasoned finance professionals, gaining invaluable insights and practical tips for success in the field.
  • Cover a wide spectrum of topics ranging from financial statement analysis to portfolio management, ensuring a holistic grasp of fundamental analysis principles.

Course Objectives

Upon completion of the course, participants will be able to:

  • Analyse financial statements through employing various ratios and metrics to interpret financial performance accurately.
  • Navigate financial markets to evaluate investment opportunities effectively.
  • Apply time value of money concepts to make informed investment decisions. 
  • Evaluate cost of capital for projects and comprehend its implications on investment decisions.
  • Conduct basic financial modelling and build intricate financial models utilising foundational techniques.
  • Construct well-diversified investment portfolios aligned with investment objectives and risk preferences, ensuring optimal asset allocation.

Course Outline

  • Define the three main financial statements: Balance Sheet, Income Statement, and Cash Flow Statement.
  • Analyse financial statements using leverage ratios, efficiency ratios, profitability ratios, liquidity ratios, and investor ratios.
  • Evaluate a company’s financial health based on its financial statements.
  • Hands-on exercises using Excel to apply ratio analysis techniques to interpret financial performance.
  • Synthesize findings from financial statements analysis to make informed decisions.
  • Describe the functions of financial markets: Money market, Capital market, and Derivatives market.
  • Identify various financial instruments such as stocks, bonds, options.
  • Explain the role of financial intermediaries in facilitating transactions in financial markets.
  • Apply fundamental analysis using a stock screener to determine optimal investments.
  • Evaluate investment opportunities based on market conditions and instrument characteristics.
  • Explain the concept of time value of money (TVM) and its importance.
  • Calculate Net Present Value (NPV) and future value (FV) using appropriate formulas.
  • Apply TVM principles in investment decision-making scenarios.
  • Hands-on exercises using Excel for TVM calculations.
  • Construct financial scenarios using TVM to assess investment viability.
  • Understanding risk and its types: Systematic risk vs. Unsystematic risk
  • Relationship between risk and return: CAPM model.
  • Define and calculate the components of cost of capital: Cost of Debt, Cost of Equity, and Weighted Average Cost of Capital (WACC).
  • Justify the importance of cost of capital in investment decision-making.
  • Evaluate the cost of capital for a given project or investment opportunity.
  • Analyse the impact of changes in capital structure on the cost of capital.
  • Synthesize cost of capital considerations to optimize capital structure.
  • Define portfolio management and its importance in achieving investment objectives.
  • Describe the principles of diversification, asset allocation, and risk management in portfolio construction.
  • Analyse various diversification and asset allocation strategies: Equities vs. Fixed Income, Domestic vs. International, Active vs. Passive management.
  • Case studies on constructing investment portfolios based on different investment objectives and risk profiles.

Certification

A certificate of completion will be awarded upon successful completion of the course.

Course Fees

$788 $488

Value Investing

Invest Smarter with Data-Driven Value Investing Techniques

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