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SIDC CPE COURSE

How to Use Financial Indicators to Derive the Market Outlook


Description
This course is *HRD Corp claimable*. If you wish to utilise your HRD levy for this course, please do not purchase it online. Contact us at 016-7562800 or email us at info@symphonydigest.com for assistance.

Accreditation:
10 SIDC CPE Points

ICF Competency Type / Title / Level:
Foundational – Product / Capital Market Environment / Level 3
Foundational – Product / Capital Market Fundamentals / Level 3
Functional – Technical / Market Analysis / Level 3


Course Synopsis:
Understanding and interpreting financial and economic indicators are essential skills for making informed investment and business decisions. This course equips participants with the foundational knowledge and practical tools to analyse market conditions and forecast future trends effectively.
Participants will explore:
• Economic Indicators Decoder: Gain a solid understanding of key economic indicators and their impact on business and investment decisions. Learn to interpret economic data, identify prevailing trends, and enhance strategic decision-making capabilities.
• Investment Fundamentals: Develop a strong grasp of essential investment concepts, including diversification, asset allocation, and risk management. Understand the psychological factors influencing investment decisions and build confidence in navigating diverse financial scenarios.
• Market Outlook Using Fundamental Indicators: Learn how to analyse and forecast market trends using fundamental indicators. Master the skills needed to assess market dynamics and form well-informed opinions to guide investment strategies.
By the end of this course, participants will be empowered with the knowledge and confidence to decode complex financial indicators, derive actionable market insights, and make sound, data-driven decisions in today’s dynamic economic environment.


Learning Objectives:
1. Evaluate the significance and limitations of economic indicators in decision-making.
2. Analyse different types of economic indicators and their characteristics.
3. Assess the impact of economic factors on business and investment decisions.
4. Compare the two key methods of investment analysis and their applications.
5. Apply fundamental investment concepts and risk management strategies in decision-making.
6. Analyse psychological factors influencing investment behaviour and decisions.
7. Examine major factors affecting market performance.
8. Interpret macroeconomic and microeconomic indicators to predict market movements.


Trainer's Profile: Dr Theang Kok Foo
Dr Theang is an HRDF accredited trainer who conducts investment seminars for Malaysia’s leading financial institutions on a regular basis. His areas of expertise include portfolio management, fundamental analysis, technical analysis and market forecasting.

He is also a Certified Public Accountant in California, U.S.A, with over 30 years of experience in the financial sector. He began his career as an auditor with Ernst & Young in Washington, D.C. and is currently working as a licensed equity dealer with a major stockbroker in Malaysia.

Dr Theang obtained his PhD in Finance from Monash University Malaysia. He also has a Master of Science in Accounting from the University of Delaware as well as a Bachelor of Science in Accounting
from the University of Louisiana at Lafayette.

Accreditation: 10 SIDC CPE points Price: 375

Content
  • 1.0 Economic Indicators Decoder–Navigating the Numbers for Smart Decision Making
  • Notes
  • 1.1 Introduction
  • 1.2 Importance of Economic Indicators in Decision Making
  • 1.3 Tools and Resources
  • 1.4 Leading indicators, Lagging indicators and Coincident Indicators
  • 1.5 Gross Domestic Product
  • 1.6 Retail Sales (Part 1)
  • 1.7 Retail Sales (Part 2)
  • 1.8 Purchasing Managers Index
  • 1.9 Unemployment Rate
  • 1.10 Consumer Price Index
  • 1.11 Interest rates (Part 1)
  • 1.12 Interest rates (Part 2)
  • 1.13 US Treasury Yield Curve
  • 1.14 Challenges and Considerations
  • 2.0 . Investment Fundamentals – Building Blocks for Savvy Investors
  • Notes
  • 2.1 Introduction
  • 2.2 Types of Investments
  • 2.3 Risk and Return Relationship & Expected Returns and Investment Goals
  • 2.4 Fundamental Analysis : Macroeconomics Factors (Part 1)
  • 2.5 Fundamental Analysis : Macroeconomics Factors (Part 2)
  • 2.6 Fundamental Analysis : Microeconomics Factors (Part 1)
  • 2.7 Fundamental Analysis : Microeconomics Factors (Part 2)
  • 2.8 Fundamental Analysis : Microeconomics Factors (Part 3)
  • 2.9 Fundamental Analysis : Microeconomics Factors (Part 4)
  • 2.10 Fundamental Analysis : Microeconomics Factors (Part 5)
  • 2.11 Technical Analysis
  • 2.12 Risk Management and Psychological Aspects Of Investing
  • 3.0. Market Outlook Using Fundamental Indicators
  • Notes
  • 3.1 Leading indicators (Part 1)
  • 3.2 Leading indicators (Part 2)
  • 3.3 Lagging Indicators
  • 3.4 Coincident Indicators
  • 3.5 Factors Affecting Shares (Earnings)
  • 3.6 Factors Affecting Shares (Dividend)
  • 3.7 Factors Affecting Bonds
  • 3.8 Factors Affecting Commodities
  • 3.9 Factors Affecting Derivatives
  • Summative Assessment
  • Final Test
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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