A fundamental financial training programme that aims to help participants to learn & understand the basics of finance, risk management & investment strategies and ways to maximize investment returns while minimizing tax liabilities.
Participants will also be exposed to basic financial accounting such as learning to read and analyse a company’s financial statements and report by using various financial indicators & ratios such as EBITDA, P/E ratio, Debt-Equity ratio, Gross & Net Profit Margin, Free Cash Flow analysis and others.
Brochure
— Course Fee: RM 790.00 (Inclusive of 8% Service Tax) —
- 9.00- 10.30am: The Principles of Finance & Investments
- Introduction to Finance
[An introduction to the basic principles of finance & financial accounting]
- Traditional Assets;
- Bonds / Fixed income securities
- Commodities
- Equities
- Real Estates
- Introduction to Finance
[Identify the different classes of assets and their risk levels]
- Cryptocurrencies / Digital Assets
- Bitcoin
- Ethereum
- XRP
- Cardano
- Others
[Identify the different types of cryptocurrencies or digital assets and how to invest in them]
- Education & Self Improvement
[Learn to invest in yourself as the ultimate form of investment]
- Open discussions, Q&A
- 11.00- 12.30pm: Portfolio & Risk Management
- Portfolio Analysis
[Analyse the types of asset classes that should be included in your portfolio based on your risk tolerance]
- Risk Management & Assessment
[Identify ways to manage your portfolio and risk through diversification and assessment] - Insurance & Protection
- Portfolio Analysis
[Discover the benefits of having insurance and other risk mitigation tools to reduce the exposure to risks]
- Debts & Leverage
[Discover ways to enhance your return through debt financing & leveraging your returns using options / margins] - Open discussions, Q&A
- 1.30-3.00pm: Investment Tools & Analysis
- Technical Analysis
[Learn the different types of trading tools such as candlestick patterns, technical indicators and wave patterns]
Fundamental Macro Analysis
- Technical Analysis
[Grasp the importance & impact of politics & geopolitics, economic uptrends & downtrends, and business cycles – booms & busts]
- Fundamental Micro Analysis
[Learn to read and analyse financial statements and understand ratios & financial analysis such as EBITDA, P/E, Debt-Equity, Liquidity and etc]
- News & Information
[Identify the type of news & information that could impact your investments and where to acquire them] - Open discussions, Q&A
- 3.30- 5.00pm: Tax Management & Optimization
- Introduction to Income Taxes
[Discover whether or not your investments are subjected to tax and using the right return forms for tax submissions] - Maximizing Personal Reliefs
[Identify the types of personal reliefs you can maximize in order to minimize tax liabilities] - Salaries vs Benefits
[Learn how you can minimize tax liabilities by reducing salaries and increasing tax exempt benefits]
- Setting Up a Corporation for tax purposes
[Examine the benefits of setting up a private corporation for the purposes of declaring income taxes – onshore or offshore] - Tax Audit & Investigations
[Discover the areas that are red flagged and often get audited by the IRB officers and how to avoid them] - Open discussions, Q&A
- Introduction to Income Taxes