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

Registered Financial Specialist™ is a program designed to cover the basics of the financial services industry, specifically the asset management, investment banking and retail financial services industry.

This curriculum has been developed to specifically provide a tactical view of the financial services industry and how the landscape is changing fast. The program gives a practical induction to those professionals that are interested in pursuing a career in the financial services business. Designed to provide informative insights for the front, middle and back office executives, the RFS program is an excellent body of knowledge to get a head start in a career in the financial industry.

AAFM and will teach you how to get the most out of your career development. It will demonstrate how to effectively manage change in your organization and develop skills to ensure you rise to or stay at the top of your profession.The program is fully certified by the American Academy of Financial Management.

• Gain insights to the financial services business.
• Understand what the business and job opportunities within the financial services market.
• Achieve a competitive advantage in kicking off a front line financial career.
• Use of board certified designations after your name on the business card/promotional materials.
• Get the designation that illuminates your professional education and experience.

Financial career opportunities – local, regional and global
• A review of the financial services industry, segments and characteristics
• "A day in a life of a financial executive" front, middle and back office career tracks
• Licensing and certification requirements

Financial fundamentals – an overview
• Assessment of financial statements
• Profitability assessment
• Shareholders equity risk vs shareholders cost of capital
• Cost of capital vs opportunity costs
• Present value
• Value of shareholders interest

Understanding retail and corporate financial products
• Banking industry overview
• Personal line – investment and risk products
• Corporate line – investment and risk products

Fundamentals of asset management
• Asset management concepts
• Overview of asset management strategies
• Finance and investment fundamentals
• Securities and options
• Key factors affecting securities
• Bonds, corporate debt and debt hybrids
• Portfolio performance evaluation
• Myths and loss in capital markets
• Introduction and analysis of funds

Investment banking – A world of change!
• Corporate advisory
• Mergers and acquisitions
• Securitization
• Merchant banking & private equity
• The changing world in IB – movers, shakers and losers

Risk management
• New Basel Capital Accord
• Market risk management
• Credit risk management and estimated probability of default
• Operational risk management

Growth opportunities in a sales career
• Career opportunities in different industry segments
• Customer segmentation
• Developing your "book of business"
• KYC (Know Your Client) – What works, what doesn't work•

Financial planning & wealth management
• Fundamentals in financial planning
• The "goal" oriented approach to financial advisory
• Key financial ratios
• The personal balance sheet
• The gap analysis
• PIPSI – The practical solution-based approach
• Developing a recommendation
• Portfolio construction and management

Essential selling skills in financial services
• Consultative selling – the trusted advisory process
• Needs vs wants
• Effective communication skills (questioning, listening)
• Managing the relationship
• Features and benefits
• Bringing in the business
• Growing your client portfolio

• The examination 70%
• The observation and case studies 30%

Emphasis is given to the written examination and active participation and observation, where this program provides an opportunity to enhance soft skills as well as knowledge.

Delegates must have successfully completed a Bachelor’s degree or a minimum of 3 years working experience.

Successful completion of this course entitles the executive to receive the academic designation of Registered Business Analyst™ or RBA™. This formal qualification is recognized in more than 70 countries and by over 800 universities worldwide. Certification will be awarded by the American Academy of Financial Management (AAFM).

• A total of 50 hours is required for completion of this intensive executive program.

• The investment for this internationally accredited professional qualification is S$5,800

*Programme fees are subjected to prevailing GST and one-time application fee of $100

• Duly-completed application form
• Certified true copies of all education certificates and transcripts
• Application processing fee of S$100 (non-refundable)