Supplementary CPD

Our suite of courses fulfil either the SFA or FAA yearly CPD requirements for both core and supplementary categories. Whether is it knowledge based or skill based, there is something for everyone either in FTS or STS level.

Course Syllabus

Duration – 3 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Asychronous

Synopsis – Over the recent years, the World has accepted that the climate has been changing and new weather patterns are creating unprecedented financial risks to the financial systems. We will examine some of the introduced best practice frameworks that attempt to integrate sustainability issues into the financial systems, and how far some countries have already embarked on these. The existing framework with developing and emerging countries are examined, as well as looking at some of the approaches which sustainability could be integrated into the global financial markets.
Towards the end of the course, we will do real life cases studies of implementation of Sustainability and Green Banking

Duration – 3 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Asychronous

Synopsis – At the end of this 3-hour online course, the participants will be able to acquire competency and be equipped with the skillset and toolkit to carry out essential and useful computations that will help them in the finance, stockbroking and advisory industry. For example, how to calculate the CAGR of an investment over any period; estimation using Rule of 72; essential business statistics e.g. how to calculate standard deviation and the use of Normal distribution to predict where the stock price will be; use of spreadsheet to calculate correlation of returns of a few stocks; use of financial calculator to calculate stock price and expected return, calculate bond price and yield; use of NPV, IRR and PP; calculate Effective Interest Rate.

Duration – 3 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Asychronous

Synopsis – At the end of this 3-hour online course, the participants will be able to acquire competency and be equipped with investing skillset and knowledge that will help them in the finance, stockbroking and wealth advisory industry. Important aspects of both fundamental and technical analysis will be taught. These would form the basic building blocks for the advisors to go on to higher and more advanced investment techniques and concepts.

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Duration – 3 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Asychronous

Synopsis – At the end of the 3-hour online course, the participants will be able to acquire, develop and update their knowledge and competency in understanding the history and fundamentals of Blockchain technologies and cryptocurrencies, including Bitcoin. Participants will know how these work, why these are revolutionary, how these will likely interact with existing monetary and financial systems, and the opportunities and challenges that will come with these evolving innovations.

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Duration – 3 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Asychronous

Synopsis – At the end of this 3-hour online course, the participants will be able to acquire knowledge and competency in understanding the common behavioral and psychological aspects of investing and trading. Participants will learn the various human biases and emotions that are irrational, that can affect the performance of investment and trading. With this knowledge, they can learn how best to minimize or harness them in order to guide themselves and their clients to overcome them.

Duration – 7 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Sychronous

Synopsis – At the end of the 1-Day program, the participants will be able to acquire the knowhow, to effectively gather information from their clients using high value questioning techniques. From these appropriate data gathered, the participants would learn how to identify multiple advisory angles.

Duration – 7 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Sychronous

Synopsis – At the end of the 1-day program, the participants will be able to acquire the knowledge and skill set to effectively develop and nurture long term trusted relationship built on principles of client-first. In addition, the framework addresses the financial well-being of the clients using the framework of consultative financial planning process. 

Duration – 7 hrs

Fulfillment – FAA & SFA 

Funding – IBF grants approved

Delivery – Online Sychronous

Synopsis – At the end of the 1-Day program, the participants will be able to acquire the knowhow, to effectively develop a client-centric financial advisory practice through adopting the key market and value propositions. From these strategic knowledge acquired, the participants would be able to establish the purpose of the client-advisor relationship, and align their scope of services to it. This will set the first important step to maintain a long-term Client-Centric relationship by putting the clients’ interests first.

 

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Course Schedule

Please contact us to find out more.

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Literacy Empowerment Pte Ltd
531A Upper Cross St, #04-95 Singapore 051531
Phone: +65 9181 9923
Email: info@lepls.com

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