Investment Seminars and Workshops

Seminars

Invest In Yourself

An investment in knowledge pays the best dividends. Learn from experts on the fundamentals of investing in our series of seminars and workshops. 

 

Basics of Investing

You are keen to invest but not sure how. We’ve got you covered. Take that first step to building your investment portfolio with “Basics of Investing”, an SGX seminar organised by OCBC Securities Young Investors Programme (YIP). Learn it, plan it and do it well.


What's covered in this talk:

1) The Ecosystem of Singapore Stock Market

  • Relationship between listed companies, brokers, SGX and you
  • What a transaction looks like

2)   Your Investment Goals

  • Understanding Growth versus Income investing
  • Using financial ratios to differentiate between Growth versus Income stocks
  • Using StockFacts to select your stocks

3)   Your First Investment Products

  • Key characteristics of Blue Chip stocks, Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs)
  • Buying your first stock with smaller board lot
  • Investing consistently with Regular Shares Savings Plan

4)   Your First Portfolio

  • How to build a model portfolio – Growth versus Income
  • Simple portfolio rebalancing techniques

5)   Your Next Step

  • Knowing your investor tools and resources
  • Continued education with WDA’s SkillsFuture programmes

6)   Sharing Session by OCBC Securities

  • Sharing of OCBC Securities trading platform

 

Details:

23 January 2018 (7-10pm)
SGX Auditorium (Level 2) 
2 Shenton Way 
SGX Centre 1

About the Speaker:

Puah Soon Lim, CFA graduated from National University of Singapore with a Bachelor degree in Business Administration. Soon Lim has more than 20 years of experience in the financial and investment industries, spanning from money broking, merchant banking, bond sales and trading, investment planning, insurance sales and management of a wealth management sales team. His last decade was spent in a stock broking firm’s wealth management unit. He is currently the Associate Director of an Independent Financial Advisor. He works with both individual and institutional investors to provide customised advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break down difficult concepts into easy-to-understand components.

Register Interest Now

Basics of Investing

23 January 2018 (7-10pm)
SGX Auditorium (Level 2) 
2 Shenton Way 
SGX Centre 1
Only for those below 30 years old. Register now (limited seats), it’s free! And first 50 attendees under 30 will receive exclusive FRANK by OCBC goodies!