Investing is simple, but consistent successful investing is very difficult. How do you interpret the confusing economic signs? What are the relationships between the cash rates, bond rates and share market returns? When should you get in or out of the share market? This course critiques the basic investment theories and investor’s mass psychology, provides you with a workable fundamental and technical research framework and finally shows you how to implement an investment plan in determining the entry and exist points in the share market, with a risk management strategy. The course is catered for beginner investor as well as a seasoned investor who has several years of shares and managed fund investment experience. Please note that the materials presented in this course are for general educational purposes only and they are not personal advice. Please seek professional advice before taking any actions.

DELIVERY MODE

• Face-to-Face

SUGGESTED READING

• Useful websites: www.rba.gov.au, www.bigcharts.com (e.g. au:xjo, au:bhp)
• Jake Bernstein, The Investor’s Quotient, John Wiley & Sons Inc., 1993
• Howard Marks, The Most Important Things Illuminated, Columbia Business School Publishing, 2013

COURSE OUTLINE

• Investment management theory and practice, and investment psychology – the herd mentality
• Investment Research Methodology - fundamental and technical analysis at both macro and micro levels
• Development of a long-term investment plan and risk management strategy to invest your funds – The Seasonal Trading System

LEARNING OUTCOMES

By the end of the course,students should be able to:

1. Recognise the theoretical basis and practical shortcomings of portfolio management theories.
2. Identify entry and exit points from your fundamental and technical analysis.
3. Construct your own set of economic gauges to apply to your portfolio asset allocation in line with your risk profile and market conditions.