Course Information
Course Synopsis
"Mastering Investment Essentials: A Guide to Financial Empowerment" is a comprehensive course meticulously crafted to empower individuals with the foundational knowledge needed to embark on a journey toward financial prosperity through intelligent investing. Tailored to cater to beginners, this course offers a lucid and approachable introduction to the multifaceted world of investment. It covers an extensive array of crucial topics, ranging from understanding investment types to assessing risks, crafting diversified portfolios, and implementing sustainable wealth-building strategies.
Upon completion of "Mastering Investment Essentials," participants will emerge with the confidence and proficiency to navigate the complexities of investment landscapes adeptly. Armed with invaluable tools and insights, they'll be poised to construct robust investment portfolios and pave the way toward long-term financial success.
Learning Objectives & Outcome
- Develop a profound appreciation for the significance and advantages of investment as a wealth-building tool.
- Acquire the skills to discern and select the most suitable investment instruments based on individual risk appetites and financial goals.
- Differentiate between speculative investments and prudent wealth management practices, laying the groundwork for informed decision-making.
- Gain insights into the evolving landscape of investment and wealth management, equipping oneself to adapt and thrive amidst changing market dynamics.
Course Outline
- Investing Essentials: Unveiling the Motivations Behind Investment
- Fundamental Concepts in Investing: Building Blocks for Financial Success
- Exploring Asset Classes: An Insight into Investment Opportunities
- Investment Strategies vs. Wealth Management Philosophies: Charting Your Financial Course
- Surveying the Contemporary Wealth Management Landscape: Trends and Innovations
- Introduction to Emerging Investment Avenues: NFTs, Digital Assets, and Digital Securities
Intended Audience
This course is tailored for Junior High School Students and Undergraduates seeking to lay a strong foundation in financial literacy and investment fundamentals. Whether embarking on their educational journey or exploring early career paths, participants will gain invaluable insights to navigate the intricacies of investment landscapes confidently.
trainer profile
Mr Bernard Soo
Bernard has more than 18 years professional experience in Banking and Wealth Management Industry of which 7 years was in the frontline serving High-Networth Individual across the region and more than 10 years senior management experience designing wealth propositions and equities product management.
During his stint in Standard Chartered Bank, Bernard was Head of Wealth Proposition incharge of designing various propositions ranging from retirement planning, children education, legacy planning to accredited investors proposition for High Networth Individuals.
In addition, Bernard was also Head of Online Equities Trading platform, incharge of product management, business strategy and management of the online equities business. In UOB, Bernard was Head of Digital Wealth Proposition, Product Owner of UOB Roboadvisers, Simple Invest and Simple Insure, and also the Business Lead representing UOB in the MAS-driven Open Banking initiative.
With over 8 years’ experience in Fintech projects, currently Bernard provides consultation, does product design and development, along with outreach and training on emerging technologies. He was formerly an Executive Committee Member in the Singapore Fintech Association, representing the Fintech community in Singapore. Currently, Bernard is a Co-Founder of CitaDAO, a DeFi Property Tokenising platform and Venture Builder to ESG-focused enterprises and startups in the region.
