Financial Training Academy^TMThe Gold standard in Professional Trading & Investment Management

For Traders, Chartist, Investors, Professionals and Wealth Managers

Be equipped with the latest skills to develop optimal portfolios for yourself and your clients which will consistently outperform the STI Benchmark index (adjusted to individual preferences and risk appetite).

It doesn’t matter whether you are an experienced investor or totally new to investment, this 1 day Masterclass will provide you with a time tested investment techniques for wealth generation. Using STI as the benchmark, Prof Levin will provide you with a step-by-step guide to successfully identify stocks that will consistently outperform the STI index. This highly effective and powerful investment tools will help you to develop and customized your investment strategies to ensure you consistently beat the market.

Developed by top professors in US, this investment strategy can be customized to individual portfolio and can be use as a wealth preservation or aggressive growth application which allows you to profit from the market regardless of the economic cycle. This rigorously tested system has been adopted by top fund managers in US and Europe. Statistically sound, it provides a holistic & systematic approach towards financial investment without interference from personal judgment and bias.

      •    A step by step guide to constructing optimal portfolios based on ST Index stocks
      •    Screen for financial instruments & stocks that beat the market indexes
      •    Be your own investment advisor instead of relying on external advisors
      •    Develop valuation techniques for Stock portfolio
      •    Develop a lifelong skill towards successful investment strategy

This practical oriented, application provides investors and investment professionals with powerful, easy-to-use tools that lend insight into what drives portfolio performance. The course focus on hands-on training in building investment and financial models from scratch under the supervision of one of the world’s leading professor in financial modeling and analysis, Prof Dan Levin.

International Renowned Trainer

Taught by internationally renowned Professor Dan Levin (PhD, Wharton) who has over 35 years of professional experience in research & development, using software to develop financial modeling is specifically for managerial decision-making with a strong emphasis on financial applications. You will learn to use some of the more important analytic methods (e.g. spreadsheet modeling, optimization, simulation), recognize their assumptions and limitations and to employ them in managerial and financial decision-making. 

Course Objectives

The objective of this workshop is to review the framework of portfolio theory and to give the participants a hands-on practical experience in constructing a portfolio of assets. Portfolio Analysis delivers insight into the factors that make your portfolio move and illustrate how your investment decisions affect portfolio performance. Participants will learn how to use MS Excel to develop portfolio optimization (Solver) and Data Analysis tools, using the real life data of Singapore Stock Exchange. The participants will construct various portfolios (depending on their risk preferences and aversion to down size risk) based on the components of the Straight Time Index.

Target Audience

      •    Wealth Managers, Private bankers, Investors
      •    Senior & Middle Management, Finance Professionals

Professionals and senior officers from government agencies and private sector who are involved in financial decision making including

By attending this course,you will:

By the end of the Masterclass, participants will be proficient in the following

      •    Develop valuation techniques for Stock portfolio
      •    Screen for financial instruments & stocks that beat the market indexes
      •    Structure financial model customized to specific needs
      •    Investigate and sources for over/under performance Vs STI benchmark
      •    Integrate real-time information with historical data to refresh portfolio analysis
      •   Construct optimal portfolios based on Straits Times Index stocks – an in class step by step                      implementation of the real life data.
      •    Compare any combination of portfolios and benchmarks. Use your own grouping methodology to
            analysis portfolio performance
      •    Understand and Determine key investment considerations including
                 •    Risk & Return
                 •    Return to Risk (Sharp)
                 •    Value at Risk (VaR)
                 •    Sensitivity to downsize risk and the probability of loss.
                 •    Determine the specific stocks and their weights in the optimal portfolio.
      •    Measure the performance of these portfolios versus their relevant benchmarks

Presented by: Professor Dan Levin (PhD, Wharton Business School)

In the last 10 years focusing on advanced financial applications for evaluating business potential & applications for investment purposes. He was a board member in numerous companies including Investments firms, Bank and Underwriters. Prof Levin has also published numerous journals and other publications over his 35 years of experience. FREE ADVISORY SESSION: Receive complimentary advisory from our expert trainer to discuss the issues that matter to your business and investments. Practical Workshop & Not Seminar Register by calling: 6736 3633 or email: training@ftacademy.com.sg

A Laptop pre-load with Excel is required. Rental of laptops is also available at S$100 per day per laptop. Kindly advise course leader 3 days prior to events.

      •    Financial Data Analysis using STI/Singapore Stocks 
      •    Using real data of Singapore Stocks to develop Optimal Portfolio Return
      •    Using real data to determine valuation of stocks in Singapore
      •    Using real data to develop investment analysis and for stocks selections

Using MS Excel as a Investment Analysis Tools

      •    Types of Financial Models
      •    Solver & Goal Seek
      •    Linear & Non-Linear Optimization
      •    Creating a Sensitivity graph & Measuring ROI
      •    Using = SUM to accumulate Data

Construct optimal portfolios based on Straight Time Index stocks

      •    In-class step by step implementation of the real life data.
      •    Simulate back testing of investing decisions
      •    based on the constructed portfolios

Portfolio Performance Evaluation

      •    Individual securities – Return and Risk
      •    Diversification and portfolio risk
      •    The Markowitz portfolio selection model
      •    Application to Capital Assets Pricing Model (CAPM)

Screening for International Stocks and ETF's

      •    Would you be able to beat 99% of professional fund mangers?

Class Reflection and Evaluation