HRDC CLAIMABLE !

Level:
*Intermediate

Accreditation:
*5 SIDC CPE points
*4 FIMM CPD points

ICF Competency Type / Title / Level:
*Functional – Product / Capital Market Products / Level 3

Learning Outcome:
1. Analyse the different types of unit trust funds
2. Analyse the benefits and disadvantages of unit trust funds
3. Analyse investment myth associated with unit trust funds
4. Analyse the difference between unit trust funds and Exchange Traded Funds (ETFs) and direct bond investments

Course Synopsis:
Unit trust funds allow individual investors to pool their money with that of other investors to be managed by a professional fund manager. With a larger pool of funds, investors are able to utilise the resources and expertise of a team of professional experts more efficiently instead getting access to investments such as government bonds and private equities which are not easily available to an individual investor.

This e-Learning course will equip individual investors, investment advisors and consultants with the necessary comprehensive understanding of unit trust funds and to dispel some of the myth associated with unit trust investments.

Trainer's Profile: James Chin

James Chin is an experienced and multi-skilled trainer specialised in investments, global markets, financial planning, talent and human capital management, sales mastery and motivation. Prior to this, he was a Director at CIMB Private Banking and CIMB Principal Asset Management. He was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia.

James has been in the financial industry since 1997 within consumer banking, asset management and private banking where he has gained extensive knowledge on the global economic environment and has been exposed to various financial and investment instruments during his tenure in CIMB, ABN Amro, OSK, Prudential and Hong Leong. He has been an investment speaker on the financial circuit in Malaysia since 2003 and has conducted numerous trainings over the years.

He obtained his Master of Business Administration (MBA) from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate.