Bursa-YCM Financial Literacy Programme: Investment 101

Financial Literacy Programme 2017: Investment 101


Registration is Closed


We heard your needs to pick up crucial investment skills as young professionals to gain financial freedom. In collaboration with Bursa Malaysia, we are organising the Financial Literacy Programme to provide a platform for young corporate individuals to pick up fundamental skills in investment. With the aim of giving our members a top-down introduction to investment, we have put together a holistic programme that encompasses various instruments typically used by the retail investor, i.e. unit trusts, mutual funds, equities and derivatives (futures and options).

On top of providing theoretical, classroom-styled presentations, we have brought in experienced brokers to mentor participants over a practical futures trading session so that you will be able to apply what you have learned and have a feel for what it takes to be a successful investor.

The half-day event will be held at Bursa Malaysia. Registration is required and is free-of-charge for attendees.

The event will be held as follows:
Date: 1 July 2017 (Saturday)
Time: 8.30 A.M. - 2.00 P.M.
Venue: Conference Room, Ground Floor, Bursa Malaysia Berhad, Exchange Square, Bukit Kewangan, 50200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia
Dress code: Smart Casual

Agenda:-
8.00 A.M. – 8:30 A.M.:
Registration
8.30 A.M. – 8:50 A.M.: Overview of Bursa Malaysia
8:50 A.M. – 10.10 A.M.: Introduction of Financial Planning & Investments

  • Understanding inflation, value of money and fund management (unit trust, mutual funds)
  • Equity Investment

10.10 A.M. – 11.10 A.M.: Introduction to Alternative Listed Products, i.e. derivatives
11.10 A.M. – 1.10 P.M.: Practical Futures Trading Session

  • Futures Trading Simulation Game
  • BURSAMKTPLC - Creating Your Futures Trading Plan (FTP)

1.10 P.M – 2.00 P.M.: Networking Lunch
2.00 P.M.: Event Ends

Please register by clicking this link.

About the Speakers

STANLEY LOH graduated from UK with a BA (Hons) Economics is a Certified Financial Planner (CFP) and a fellow member of Association of Chartered Certified Accountants (ACCA). Stanley draws his investing experience from being involved in the financial services industry for the last 30 years both as a commercial Chartered Accountant and as an Independent Licensed Financial Planner (licensed by Securities Commission). As an Independent Licensed Financial Planner, Stanley assists his clients to plan, execute, monitor and achieve their individual financial goals. Stanley believes that value investing plays a crucial role in becoming financial independent.

DAVID NG is a Derivative Products Specialist with Phillip Futures Sdn Bhd. He graduated from University of Manchester with a Bachelor of Economics and Social Sciences. He currently does extensive research in commodities and indices which include Crude Palm Oil Futures (FCPO) and Futures Kuala Lumpur Index (FKLI). David also does research on the Options markets. Prior joining Phillip Futures, he worked as a Relationship Manager in a reputable bank, and has experience in dealing with structured investment products including Dual Currency Investments, Equity Linked Investments and Managed Funds. David holds a license of CMSRL under Securities Commission and frequently comments on the Crude Palm Oil Futures market performance in media channels including Business Times and The Edge.

About Bursa Malaysia

Bursa Malaysia is an exchange holding company established in 1973 and listed in 2005. Today, it is one of the largest bourses in ASEAN and is home to more than 900 companies across 60 economic activities, which are listed either on the Main Market for large-cap established companies, or on the ACE Market for emerging companies of all sizes.

As a fully-integrated exchange, Bursa Malaysia offers a comprehensive range of products which includes Equities, Derivatives, Futures and Options, Offshore and Islamic assets, as well as Exchange-related services such as listing, trading, clearing, settlement and depository. In addition, the Exchange offers other investment choices which includes collective investment schemes such as Exchange Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Exchange Traded Bonds and Sukuk and Business Trust (ETBS).

About the Financial Literacy Programme

The Financial Literacy Programme by Bursa Malaysia Derivatives Berhad is part of an educational initiative to provide market knowledge to the public. Bursa's series of programs are catered to knowledge-seeking individuals looking to further their understanding of products in the capital market. Programs are designed in 3 levels - Beginner, Intermediate and Advanced to suit different levels of entry. The organisers of the Financial Literacy Programme also work closely with industry partners to ensure a holistic learning experience to attendees. Hands-on workshops and mock trading are also held as 'practice platforms' to ensure continuity of learning after trainings and seminars.