Course Brochure :

For Enquiries, call 6323-6208
or email register@abmaximus.com

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

• Execute trades by completing buy or sell orders

• Monitor global trends and developments in legal and regulatory landscape to inform trades

• Analyse trades’ cost of capital and returns versus risk considerations

• Identify, assess and mitigate operational risk resulting from any adverse impact of trades performed

• Support all post-trade execution processes

• Determine suitability of the client or counterparty for the trade to minimise counterparty risk

• Complete trade documentation, including International Swaps and Derivatives Association (ISDA) agreements for derivative transactions to ensure compliance with the bank or financial institution’s risk management policies 

• Construct model portfolios 

• Gather accurate qualitative and quantitative data for analysis and make investment recommendations

Course Objectives

The course objectives are to equip trading representatives and equity trading professionals with the know-how to better engage clients on a stock portfolio basis, risk management and to develop for strategic and opportunistic investment actions for clients 

This course is an update toolkit for practising remisiers to keep current with investment and financial management skills. Participants will refresh on trading strategies, better manage risks related issues and enhance advisory services to clients on trading ideas and their portfolio allocation.

Module 1: Anatomy of a Stock Market
 

Module 2: Portfolio Construction & Model Portfolios
Steps in Portfolio Planning & Construction Process
Investment Needs by Client Types
Model Portfolios for your Clients
 

Module 3: Hedging & Trading Strategies
Sector Rotation
Quant Trading & Arbitrage
Pair Trading

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Module 4: Understanding Fundamental Analysis

Analysis of the business, financial statements, relative pricing and risks.
 

Module 5: Systematic Stock-picking using DCF
 

Module 6: Technical Analysis Applications
 

Module 7: Corporate Actions and Price Catalysts
 

Module 8: Supporting post-trade & documentation
Assessment (MCQs and short case scenarios)

IBF Standards Training Scheme (IBF-STS)

This IBF-STS course is recognised under the Standards Training Scheme (STS) and is eligible for STS claims subject to all eligibility criteria being met.

Please note that in no way does this represent an endorsement of the quality of the training provider and course. Participants are advised to assess the suitability of the course and its relevance to his/her business activities or job roles.
 

The STS is available to eligible individuals based on the prevalent funding eligibility, quantum and caps. STS provides up to 70% course fee subsidy support for direct training costs subject to a cap of S$3,000 per candidate per course subject to all eligibility criteria being met.

Find out more on www.ibf.org.sg