CPE/CPD Training

Measure Unit Trust funds and Portfolio Performance


Description
Financial Master-Measure Unit Trust Funds and Portfolio Performance

Highlights:
☆Study & compare the current economic, financial market data & fund's report
☆Measure the performance of Unit Trust Funds & Portfolio

Upon completion of this course, participants will be able to:
1. Use appropriate measurements to evaluate and compute the performance of unit trust
funds and also a portfolio contains unit trust funds
2. Review objectively the decisions of fund selection and portfolio allocation strategy based on
the economy and market data.

Content
1. Review Economy Data
2. Review Financial Market Data & Fund's Report
3. Measure Performance of Unit Trust Funds & Portfolio
4. Summary, Q & A & Feedback

Note:
1) HRDF Claimable under SBL Scheme
2) CPE / CPD point entitlement
a) SIDC CPE – 10 points
b) FIMM CPD – 8 points
c) AICB CPD – 8 points (only applicable for AICB’s member & subject to own application to AICB's CPD Diary based on given certificate of completion)
d) MFPC CPD – 8 hours (only applicable for MFPC’s member & subject to own application to MFPC for the CDP endorsement)
Content
  • Speaker Profile-Mr. Yong Chu Eu
  • Pre Test
  • Unit Trust Performance Study & Analysis I
  • Unit Trust Performance Study & Analysis II
  • Unit Trust Performance Study & Analysis III
  • Economic Indicator I
  • Economic Indicator II
  • US and China Economic Health Check
  • Why the Vix volatility index matters so much?
  • How an obsession with home ownership can ruin the economic
  • How to Trade Moving Averages?
  • World Economic Outlook Update
  • US: Economic Health Check
  • China: Economic Health Check
  • How’s Life? reveals improvements in well-being but persistent inequalities
  • Copyright & Reference
  • Post Test
  • Evaluation & Handout
Completion rules
  • All units must be completed