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Practical Portfolio Construction & Strategies with Annuities, Fixed Income, Stocks, Funds and REITs

About This Programme

Investment should not be just a buy low sell high process or simply chasing for more money. A proper investment process should include setting clear investment objectives and including different instruments and strategies to achieve these objectives.

This programme will empower participants with the necessary knowledge, skillset and framework to design a financial blueprint to achieve investment objectives based on different profiles.

Portfolio strategies will be the main investment concept in this programme. The key principle of portfolio strategies is accumulation or regular investing into investment instruments. The intention is to buy regularly and hold the instrument for long investment timeframe, eventually accumulating a portfolio of different assets with the capability of long-term capital appreciation and / or providing regular dividends.


Course Info


Online Class (Zoom)

Course Date: 

22, 24, 25 June 2022

(Wed, Fri, Sat)


7.00pm to 10.00pm;

7.00pm to 9.30pm;

10.00am to 4.00pm



Course Fee:


(GST Inclusive)

To get a copy of brochure:


Chua I-Min.png

Chua I-Min, CFA

Jimmy Chai.png

Upcoming Preview



18 June 2022 (Wed)


Jimmy Chai

Learning Outcomes

  • Derive Investment Objective both in absolute number and required percentage return. This is based on the concept of financial freedom which calculates how much is required such that the passive income from investment can cover expected expenses.

  • Choose from different asset classes to achieve the Investment Objective.

  • Describe fixed income instruments and overview of the bond market and compare these with instruments offered by insurance companies such as Endowments and Annuities.

  • Review information about bonds, compare and select the most suitable issue via case studies and open platforms.

  • Outline an overview of the stock selection criteria, comprising of Business, Financial Statement and Pricing Analysis.

  • Apply a step-by-step process which could be conducted on a regular basis to sift out potential stocks for investment.

  • Explain an Exchange Traded Fund (ETF) and Unit Trust, their benefits and risks.

  • Construct a regular investment process to eventually build up an ETFs / Funds Portfolio.

  • Explain a Real Estate Investment Trust (REIT) and overview of the REITs market.

  • Apply a step-by-step framework in accumulating REITs on a regular basis and eventually own a REITs portfolio with a steady dividend stream.

Course Outline

Setting up an Investment Plan

  • Setting Investment Objectives

  • Required Returns Calculations

  • Portfolio Allocation

Selecting Fixed Income Instruments

  • Bonds

  • Endowments and Annuities

  • Hands-on Selection Exercise

Selecting Stocks via a Systematic Process

  • Business Analysis

  • Financial Statement Analysis

  • Pricing Analysis

  • Step by Step Selection Process

Constructing a Portfolio using Exchange Traded
Funds and Unit Trusts

  • ETFs

  • Unit Trusts

  • Theme Selection

Creating a Real Estate Investment Trust Portfolio for
Regular Income

  • Overview of REITs market

  • Yield Comparison

  • Property Review

  • Credit Risk Analysis

IBF Financial Training Scheme (IBF-FTS)

This programme has been accredited under the IBF-FTS, and is eligible for funding under the IBF Financial Training
Scheme (IBF-FTS), subject to all eligibility criteria being met.

The Financial Training Scheme (“FTS”) provides funding for financial sector-specific training programmes which are recognized under FTS. This scheme is only eligible for company-sponsored participants who are Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and who have successfully completed a FTS programme. Financial Institutions (MAS licensed or exempt entities), involved in or supporting financial sector activities, are eligible to submit claims for company-sponsored participants.


For all FTS programmes commencing on or after 1 January 2022 to 30 June 2022, MAS will enhance course fee subsidies for locals attending accredited or recognised courses up to 80% co-funding of direct training costs, subject to existing grant caps of S$2,000 per programme. Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs.

IBF full set of terms and conditions can be found via

Finance and investment professionals who wish to apply for the IBF-FTS funding, please email us at: for the details and registration form.

SkillsFuture Credit

With effect from January 2016, Singaporeans aged 25 years and above who received their SkillsFuture Credit account activation letter will be eligible for an initial credit of $500 which can be used to pay for course fees for a range of eligible courses. SkillsFuture credits can be used for this course. Please refer to for more information on the terms and conditions.

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