AB Maximus E-Learning

For many, investment is a subject that is mysterious and quite intimidating. This unfortunate outcome is no coincidence. Many in finance like to speak in a different language. The language is intimidating to outsiders. But if you want to progress in your career, you’ll need to engage deeply in investment lingo —it is the language of business, the lifeblood of the economy, and increasingly a dominant force in capitalism. So neglecting the language used in investing and hoping to survive in the industry is increasingly difficult as the client becomes more sophisticated. This course aims to provide you with the most central foundation of investing so that you will never find finance intimidating again. Mastering these six numbers won’t make you a financial engineer—there are likely more than enough of those. Instead, internalizing these six numbers will provide the foundation for addressing financial issues with confidence and gain trust with your client. Through these six numbers, this workshop provides the conceptual foundation towards understanding the financial markets. These six numbers if well understood by the practitioners, would make navigating the complex world of investing a lot easier. This short course will help participants ask the right questions to guide them in their investment decisions. It is not a blueprint for beating the market but a commonsense approach for understanding the conceptual basics of investing. 

Course Outline: 

The six numbers that form the foundation of investing are: 

1. The number for measuring return 
2. The number for measuring risk 
3. The number for understanding diversification
4. The number for valuation 
5. The number for leverage 
6. The number for expense

Instructor(s) 

Mr. Puah Soon Lim, CFA, 

Mr. Puah Soon Lim, CFA,  has a Bachelor degree in Business Administration majoring in Finance from the National University of Singapore. Mr. Puah has more than 23 years of experience in the investment and financial industry. For the past 7 years, he has participated actively in investment education and delivered on a series of popular workshops, particularly on value investing and ETFs. He is a regular speaker at the SGX Academy and Bursa Malaysia. Currently, he is an Associate Director of an independent financial advisory firm. He works with both individual and institutional investors to provide customized advice on optimal asset allocation. His extensive experience and thorough knowledge in wealth management enables him to break apart complex concepts into easy-to-understand components for the individual investors. In his spare time, Mr. Puah is a keen endurance athlete and has completed several marathons and international triathlons. He is married with two school going children.