Singapore University of Social Sciences

Fundamentals of Investing

Applications Open: 01 Apr 2019

Applications Close: 31 May 2019

Next Available Intake: July 2019

Duration: 6 months

Fees: $657 View More Details on Fees

Area of Interest: General Studies


Synopsis

This course is set up to meet the demand of an increasingly affluent population needing investment knowledge. Undergraduate students in UniSIM who will be making investment decisions at various stages of their life cycle will be able to increase their practical knowledge of basic investment through an understanding of investment products. Adult learners who wish to enhance their understanding of the investment world will also benefit from this course. This course is aimed at equipping learners with a firm understanding of the basic decision- making process in investing. Guided by the conceptual tools learnt in the course, and exposure to the various financial products in the course, students will be able to analyze and make informed decisions on the various aspects of investment.

Level: 1
Credit Units: 2.5
Language(s): English
Presentation Pattern: Every Semester
E-Learning: BLENDED - Learning is done MAINLY online using interactive study materials in Canvas. Students receive guidance and support from online instructors via discussion forums and emails. This is supplemented with SOME face-to-face sessions. If the course has an exam component, this will be administered on-campus.

Topics

  • Supply and demand theory and economic
  • Time value of money and risk and return
  • Market liquidity, diversification and asset
  • Investor profiling and stages of life cycle
  • The legal framework of investing
  • Ethical issues in investing
  • Characteristics of equity investment
  • Fundamental analysis
  • Fixed income instruments – Characteristics and valuation
  • Investing in mutual funds
  • Investing in REITS
  • Investing in real properties
  • Indirect real estate investments
  • Foreign currency investment
  • Alternative investments – derivatives, futures, commodities and hedge funds

Learning Outcome

  • Describe the fundamental concepts of an investment product covering risk and returns, liquidity and basic analysis
  • Describe the different life cycle stages of a typical investor and investor profile, with reference to the investment product suitability
  • Compare and differentiate the various investment products with the ability to analyse
  • Explain the investment environment issues in the context of ethics and the legal framework
  • Analyse and carry out the investment making decision process with due regards to the life cycle stage of the investor and investor profile amongst the many considerations
  • Evaluate the assumptions and data presented in an investment product or offering
  • Synthesize information from various sources the relative merits and demerits of investment products based on the learning concepts and applying the tools
  • Evaluate the ethical and legal considerations in investment decision making process
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