WE ARE AB MAXIMUS,
EXPERTS IN FINANCE EDUCATION
As Singapore's oldest exam prep provider, we are the trusted choice
for thousands of finance professionals across Asia.
SIDC CONTINUING PROFESSIONAL EDUCATION (CPE) COURSES
AB Maximus, an approved SIDC CPE Training Provider, offers accredited Continuing Professional Education (CPE) courses designed for professionals in the capital markets industry including Capital Market and Services Representative Licence (CMSRL) holders and Employees of Registered Persons (ERP) engaged in regulated and permitted activities under Malaysia’s Capital Markets and Services Act 2007 (CMSA).
A.B. MAXIMUS
2026 SIDC CPE TRAINING CALENDAR
. Empowering Growth . Achieving Excellence .
CLASSROOM-BASED COURSES
[Instructor-led]
FINANCIAL STATEMENT FORENSICS: HOW TO IDENTIFY COMPANIES IN TROUBLE
This course equips participants with essential tools, techniques, and knowledge to detect and prevent financial misconduct, focusing on corporate fraud, financial manipulation, and organizational risk. Through real-world examples, case studies, and practical strategies, participants will learn to identify risk indicators and deceptive tactics, gaining insights into six key categories of financial gimmicks. By incorporating personal anecdotes and ethical considerations, the course enhances understanding of fraud detection while emphasizing the importance of safeguarding organizational integrity in complex corporate environments.
KEY TAKEAWAYS:
✅ Understand Financial Gimmicks: Gain clarity on common financial schemes.
✅ Identify Risk Indicators and Warning Signs: Learn how to spot potential fraud early.
✅ Analyse Recent Case Studies: Explore real-world examples of financial fraud.
✅ Implement Safeguards Against Fraud, Bribery, and Corruption: Develop strategies to protect your organization.
✅ Navigate Ethical Dilemmas: Understand how to handle ethical challenges effectively.
✅ Apply Practical Techniques: Master actionable methods to prevent and address fraud.
DELIVERY MODE:
Classroom-Based
TYPE:
Public
Concorde Hotel Kuala Lumpur
VENUE:
DATE:
22nd October 2026
SIDC CPE-approved:
10 SIDC CPE Points
HRD Corp Claimable | In collaboration with CFA Society Malaysia
FUNDING:
GenAI FOR INVESTMENT PROFESSIONALS: PRACTICAL APPLICATIONS
This 1‑day intermediate workshop empowers investment professionals to harness Generative AI (GenAI) for research, analysis, decision‑making, and communication. Through hands‑on exercises, case studies, and structured prompt engineering techniques, participants will learn to streamline financial research, evaluate opportunities, manage risks, and craft impactful communications. Delivered in collaboration with CFA Society Malaysia, the course blends practical AI applications with strategic investment judgement to boost efficiency and performance.
KEY TAKEAWAYS:
✅ Master prompt engineering frameworks (CO‑STAR, APE, ERA) to generate high‑quality, targeted GenAI outputs.
✅ Apply GenAI tools to streamline research, extract insights, and analyze industry trends.
✅ Strengthen decision‑making with GenAI‑driven risk management, scenario analysis, and opportunity evaluation.
✅ Generate innovative investment ideas through real‑world case studies (e.g., EV batteries, CATL).
✅ Formulate informed trading strategies by analyzing diverse datasets and signals with GenAI.
✅ Enhance communication effectiveness using Smart Summary formats for concise, impactful stakeholder reports.
DELIVERY MODE:
Classroom-Based
TYPE:
Public
Concorde Hotel Kuala Lumpur
VENUE:
DATE:
29th June 2026
SIDC CPE-approved:
10 SIDC CPE Points
HRD Corp Claimable | In collaboration with CFA Society Malaysia
FUNDING:
GenAI FOR INVESTMENT PROFESSIONALS: THE JUDGEMENT REVOLUTION
This 1‑day intermediate workshop empowers capital market intermediaries to integrate Generative AI (GenAI) into investment analysis while strengthening professional judgement and regulatory compliance. Participants will learn structured methodologies to manage information overload, interrogate conflicting market narratives, and construct defensible investment recommendations. Delivered as a joint collaboration between A.B. Maximus and CFA Society Malaysia, the programme blends hands‑on AI applications with systematic judgement frameworks to help professionals achieve sharper, risk‑adjusted decision‑making in today’s AI‑driven financial landscape.
KEY TAKEAWAYS:
✅ Distinguish between AI‑generated information, AI‑driven analysis, and judgement‑enhanced insights.
✅ Detect hidden risks, assumptions, and structural vulnerabilities in investment theses.
✅ Build systematic workflows using multiple AI models to cross‑examine market narratives and analyst reports.
✅ Formulate critical, high‑impact questions that address core uncertainties in investment decisions.
✅ Synthesize conflicting viewpoints into clear, defensible investment briefs grounded in rigorous judgement.
DELIVERY MODE:
Classroom-Based
TYPE:
Public
Concorde Hotel Kuala Lumpur
VENUE:
DATE:
1st July 2026
SIDC CPE-approved:
10 SIDC CPE Points
HRD Corp Claimable | In collaboration with CFA Society Malaysia
FUNDING:
PAST COURSES
ESSENTIALS IN ESG INVESTING
This 1‑day intermediate course equips finance professionals, investment advisers, and sustainability‑focused investors with practical knowledge on integrating Environmental, Social, and Governance (ESG) factors into investment decisions. Through lectures, case studies, and interactive debates, participants will gain a comprehensive understanding of climate risks, ESG analysis, sustainable investment products, and regulatory frameworks.
KEY TAKEAWAYS:
✅ Assess how sustainability factors influence portfolio construction and risk management.
✅ Describe various ESG investment approaches (exclusions, inclusions, integration, thematic).
✅ Explain the impact of ESG factors on industry performance, company valuation, and securities.
✅ Evaluate climate risks and the growing importance of sustainability finance.
✅ Identify appropriate ESG products, including green and sustainability‑linked bonds, to meet fiduciary responsibilities.
✅ Understand global reporting frameworks, ESG data quality, and challenges such as greenwashing.
DELIVERY MODE:
Classroom-Based
TYPE:
Public
Concorde Hotel Kuala Lumpur
VENUE:
DATE:
14th January 2026
SIDC CPE-approved:
10 SIDC CPE Points
ONLINE COURSES
[Live & Asynchronous e-Learning]
FINANCIAL MODELING FUNDAMENTALS:
A PRACTICAL APPROACH
Financial Modeling Fundamentals: A Practical Approach is a 5-hour asynchronous e-learning programme designed for finance professionals who want to strengthen their technical modeling skills. Delivered through hands-on spreadsheet demonstrations and interactive assessments, the course bridges theory with real-world applications in investment research, valuation, and corporate finance. Participants will learn best practices, model validation techniques, and advanced Excel tools, applying these skills to Malaysian listed companies for practical relevance.
KEY TAKEAWAYS:
✅ Structured Model Building: Learn to design reliable financial models that support informed decision-making.
✅ Model Validation & Integrity: Master techniques to audit, check, and ensure accuracy in financial models.
✅ Advanced Excel Proficiency: Apply formatting, scenario-building, and switching mechanisms for flexible models.
✅ Critical Evaluation Skills: Identify weaknesses in assumptions, revenue flows, and structural design.
✅ Practical Application with AI Support: Work with real company data and use AI tools for quality control while maintaining professional judgment.
DELIVERY MODE:
Asynchronous e-Learning
TYPE:
Public
SIDC CPE-approved:
10 SIDC CPE Points
HRD Corp Claimable | In collaboration with CFA Society Malaysia
FUNDING:
APPLIED DISCOUNTED CASHFLOW VALUATIONS ON US STOCKS & OPTIONS INVESTING
This 3‑hour intermediate e‑learning course provides investment professionals with practical skills to apply Discounted Cash Flow (DCF) techniques in valuing US companies and enhancing options strategies. Through real‑life case studies and hands‑on exercises, participants will learn how practitioners derive fair value, make buy/sell decisions, and integrate DCF into stock selection and options investing. The programme bridges finance theory with practical application, equipping participants to make more precise and confident investment decisions.
KEY TAKEAWAYS:
✅ Understand the logic and practical application of DCF in company valuation.
✅ Apply DCF techniques to derive fair value of US stocks.
✅ Use fair value analysis to improve options strategies (calls, puts, strike price selection).
✅ Recognize different options investing methodologies to expand investment strategies.
✅ Strengthen decision‑making on buy/sell calls and stock selection using DCF outputs.
✅ Gain confidence through hands‑on valuation exercises and real‑world case studies.
DELIVERY MODE:
Asynchronous e-Learning
TYPE:
Public
SIDC CPE-approved:
10 SIDC CPE Points
HOW TO MAKE SENSE OF RETURNS, RISK, DIVERSIFICATION & OTHER CORE CONCEPTS OF INVESTING
This 3‑hour intermediate e‑learning course demystifies the language of investing by breaking down six essential concepts every finance professional should master: returns, risk, diversification, valuation, leverage, and expenses. Through practical mini‑case studies, quizzes, and real‑world examples, participants will gain the confidence to evaluate investments objectively, ask the right questions, and communicate financial ideas with clarity. The programme provides a strong foundation for understanding markets and building trust with clients.
KEY TAKEAWAYS:
✅ Evaluate risk and return objectively using practical measures and calculations.
✅ Distinguish among different methods of measuring risk, including volatility, Value at Risk, and ratios.
✅ Recognize the role of uncorrelated asset classes in enhancing returns and diversification.
✅ Apply various valuation approaches (intrinsic, relative, asset‑based, sum‑of‑parts).
✅ Understand the impact of leverage and investment expenses on portfolio performance.
✅ Build confidence in applying core investment concepts to real‑world financial decisions.
DELIVERY MODE:
Asynchronous e-Learning
TYPE:
Public
SIDC CPE-approved:
10 SIDC CPE Points
TAILORED TRAINING FOR YOUR TEAM
Empower your workforce with customized, in-house CPE programmes designed around your company’s unique goals and industry needs. Our training solutions go beyond the classroom to deliver impact where it matters most—your team’s performance.
✨ Why Choose AB Maximus Custom Training?
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Exclusive corporate & group rates for maximum value
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Flexible scheduling & content alignment to fit your business priorities
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Expert-led delivery by seasoned professionals with industry insights
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SIDC-compliant programmes ensuring regulatory credibility and professional recognition
Whether you’re strengthening technical expertise, enhancing analytical skills, or building leadership capacity, our tailored courses help your team stay ahead in a fast-changing financial landscape. Terms & Conditions apply.
CONTACT
ANDREW | +65 6323 6208 | andrew.jong@abmaximus.com