What you'll learn:

  • The steps in making each investment decision

  • How to create an investment strategy during a bull market?

  • How to create an investment strategy during a range market?

  • How to create an investment strategy during a bear market?

  • The keys in identifying "Great" companies - beyond value investing

  • How to identify the different stages of an investment cycle?

  • How much investment should one put into a bull, bear and range stage?

  • How to identify the early to the late stage of a bull cycle?

  • How to identify the beginning to the completion stage of a bear cycle?

  • Many more including mass market psychology or behaviour and risks management

This course includes:

  • 1.5 hours on-demand video

  • 5 articles

  • Full lifetime access

  • Access on mobile and TV

  • Quiz to aid your understanding

  • Case studies and application

  • Certification of Completion

Requirements:

  • Have an interest about investment

  • A willingness to learn and practice

  • No experience is required. We will start with the basics and gradually build up your knowledge to become an "Investment Strategist"

Description


Objective:

Value investing is only one part of the whole investment matrix.

To complete the whole investment learning journey, you need to include "investment strategies" into your investment skill set.

An investment strategist is a skilled person in planning their investment deployment, in distributing their investment purchases systematically or strategically in three different macro market cycle - the bull, bear and range market.

Most investors focus on picking a few value stocks and to hold it for long term. Their objectives mainly are for capital gain and receiving yearly dividend.

The pit fall is when investments are made around the peak or the last stages of a market cycle.

There are strategies we can acquire, to invest in a bull, range and even a bear market.

Course content

  1. Introduction                                                     - 6 lectures                 : 15:15 mins
  2. Keys in understanding investment              - 5 lectures                 : 15:31 mins
  3. Process in making investment decisions  - 2 lectures                  : 8:00 mins
  4. Identifying great companies                        - 1 lecture                    : 4:46 mins
  5. Market cycles and investment strategies  - 2 lectures                  : 6:02 mins 
  6. The bull market investment strategies       - 3 lectures                  : 8:53 mins
  7. The range market investment strategies    - 3 lectures                 : 10:40 mins
  8. The bear market investment strategies      - 3 lectures                 : 10:40 mins
  9. Articles                                                             - 5 Articles                  : 15:00 mins
  10. Case studies, Insight of cycles                     - 4 Case studies        : 20:00 mins
  11. Tutorial assessment                                       - 10 Questions          : 20:00 mins 


Course content in detail


Trainer's Profile

Investment Strategist

  • Kon How Wong

    Director

    Kon How Wong

    Kon How has more than 20 years of trading experience in the finance industry. He is an investment strategist, managing his own fund and he founded Weipedia Private Limited. CME Group and Singapore Exchange engaged him in developing training content and delivery. He served as a board member in a VWO and also a community leader with Citizens' Consultative Committees, an organisation where it plays a vital bridge between the people and the Government​.

    He specializes in the study of behavioural finance or the market psychology and he is an investment strategist. He is also an expert in risks management. 

    He acts as an expert witness in carrying out forensic examination during the litigation process in court, resolving trading dispute and arbitration. He often receive invitation to share on market and trading insights with the industry practitioners, fund managers, propriety traders, dealers and retail investors. His clients and participants are securities and derivative exchanges, regulators, investment banks, institutions and brokers. His delivery has gained good reviews and testimonies from our partners and their clients. He also conducts training sessions for Trading Representatives as part of their Continuous Education Program in Hong Kong, Malaysia, Singapore and Thailand.

    He studied Engineering but was passionate about investment and trading. This led him to pursue after the financial market after his graduation. He started off as an apprentice in SiMEX and a floor runner in 1995. Since then he had been a floor trader, financial dealer and an active practitioner in the Securities and Derivatives market. 

    Some of the organizations he has participated with are the Singapore Exchange, Bursa Malaysia, Chicago Mercantile Exchange, Hong Kong Securities and Investment Institute, Hong Kong’s regulator – Securities Futures Commission and Hong Kong Monetary Authority, International Organization of Securities Commissions (IOSCO), Hong Kong’s Treasury Market Association, Banks, Universities, Singapore Press Holdings and other non-profit organizations.

    Highlights:

    He presented his case studies before the turn of the following events to various institutions and bodies:

    . Wall Street financial meltdown of 2008
    . Continual uptrend in Gold in 2008
    . A volatile Asia in 2014 and 2015
    . Invest China in July 2016
    . The beginning of global volatility in February 2018
    . The oil crash in January 2020

Social proof: Testimonials

Lim Kah Yong

SGX Academy's retail participant

Lim Kah Yong

"I like every minute of it. It given me an understanding, just like fitting missing pieces of a jigsaw puzzle. I learnt how macro affecting the micro economics, which in term affect the stock prices. Also, how to strategies and deploy our savings fund in 3 different markets - bull, range and bear and when market condition changes."
Ruth Kung

Executive Director for Education & Development of Hong Kong Securities & Investment Institute (Hong Kong) / for their licensed professionals

Ruth Kung

“…turnout rate of this training was great – about 30 participants (full house) attended” “The participants rated very high of this course and their satisfaction of the course was 4.71 (where 5=very good… The average rating of instructor was 4.88. Well done and thanks for delivery such a great course for us.”
Jezzamyn

SGX Academy's retail participant

Jezzamyn

"The programme is very easy to understand. A new avenue in learning about investment has just opened to for me. I like the presetation flow and I am missing out in the macro portion on my investment. Thank you very much."
Ching H.H. & Wife

SGX Academy's retail participant

Ching H.H. & Wife

Thank you for this interesting course. My wife commented that she is able to follow the class very well. I like your sharing and especially on the part of risk management as well as deciding at the point of entry whether it is for trading or investing. Once I am clear on that I am more confident in my positions and know what steps to take. I practise what you have say on one of my trade for investing and I felt confident and no longer affected by the daily fluctuations of the share price.
Jack Cheung

CEO of Treasury Market Association (Hong Kong) / for their bankers

Jack Cheung

“…conducted an outstanding presentation…response to the seminar was overwhelming with 130 participants. The content of the presentation carries high degree of practically. Feedback from our members throughout the seminar is positive and encouraging”
Jenny Chiam

Head of Securities of Singapore Exchange

Jenny Chiam

"This is excellent and thanks for sharing. Education is a core tenet for SGX, I am very happy that we have quality of teachers like yourself helping with our vision to help people achieve financial security and independence long term. We are all living longer and this will make a difference"
Gerard Millet

Chairman Milma & Co. Ltd (Mergers & Acquisitions)

Gerard Millet

"Thank you for the very interesting lecture in Hong Kong last week on "Managing Volatility". I found it useful and enjoyed it."

Sign-in for more free trial