Principles of Wealth Accumulation

Description

The course was created in collaboration with Trendlab Finance Academy, the first to have created a software (Trendlab SIMULATOR) that replicates the financial decisions that each of us must make in the course of a lifetime. This allows you to get the most out of these key decisions by learning from your mistakes in a test environment and correcting your decisions before they are implemented in real life.

The course will give you the chance to use the Simulator to test your strategy over more than 100 years of market data and validate its performance across different market conditions.

Benefits of the Simulator
  • Practical hands-on learning makes it easy and fun.
  • Learn faster.
  • Test how different investments can turn your capital into a reliable source of income;
  • Avoid costly mistakes by testing different decisions in a real-life environment;
  • Create a better retirement plan with a software-based planning module.
  • Build confidence by testing decisions over 100 years of real-life data.
  • Acquire the analytical mindset of professionals.
  • Discover which investments are right for you.
Objectives

The aim of the course is to teach the principles of personal wealth accumulation in a practical way. This program will guide you through the skills and knowledge on how to plan and execute your wealth accumulation strategy. You will gain the confidence to develop your own strategy to grow your wealth.

Participants will walk away with a step-by-step template to make profitable investment decisions in real life.

Topic Areas

– Understanding our economy
– Template for analysis and decision making
– Introduction to the Investment Simulator
– Risk Analysis of Shares and Bonds (Simulator’s Risk Module)
– Build your personal portfolio structure (Simulator’s Planning Module)
– Develop your asset allocation strategy (Simulator’s Portfolios Module)

The programme is delivered through classroom lecture and practical hands-on learning.
Weekdays
4 lessons to be completed in 1 month
Once a week, 3 hours per session

Weekends
4 lessons to be completed in 1 month
6 hours per session

Total training hours: 12 hours

Awarding Body
The Certificate of Attendance is awarded by Boston Business School.

To be eligible for admission, you must be able to read and write in English.
Understanding our Economy:

  • Students will be able to recognize the fundamental drivers of investment returns and set the correct investment strategy from start.

Template for analysis and decision making:

  • Students will be given a template which is a sequence of steps that guides them in their investment decisions.

Introduction to the Investment Simulator:

  • Students will log in to the Simulator and familiarize with its main features

Risk Analysis of Shares and Bonds:

  • Student will learn how to assess the risk of shares and bonds, understand the interaction between time and returns and the practical implication that this principle has on investing.

Build your personal portfolio structure:

  • Students will learn how to apply the time-return principle to real life.
  • Students will have the chance to develop an investment plan and experience how this principle can be applied to their life.

Develop your asset allocation strategy:

  • Students will be applying the template to develop asset allocation strategies and back test them with the simulation software.
After you have successfully completed the Principles of Wealth Accumulation, you can progress onto the Module 2: Investment Strategies.
Registration Fee       : S$107.00

Course Fee               : S$749.00

*inclusive of 7% GST

¹ All Course fees payable by local and international students are protected under the Fee Protection Scheme (FPS) except Goods and Services Tax. Students can pay both their course and miscellaneous fees directly into ‘Boston Business School Pte Ltd’ DBS Account No. 003-901554-2 through any of the following methods:

  • SGD crossed cheque
  • SGD cash
  • Cashier’s order
  • Bank draft
  • Telegraphic transfer
  • NETS

² Miscellaneous fees are non-compulsory and non-standard fees which are paid only when necessary or applicable.

³ All fees are in Singapore dollars and are subject to 7% Goods and Services Tax.

Not Applicable.
To receive the Certificate of Attendance, student must achieve at least minimum 9 hours of attendance.