CPE Training (SIDC Approved)
Upskill for digital wealth management & earn CPE points
Our three part online course empowers you to stay at the forefront of emerging innovations and technologies in investing.
The 3 courses provide theoretical knowledge and practical training on how to personalise thematic investments for you and your clients.
Our courses are approved by the Securities Industry Development Corporation (SIDC).
So, upskill yourself and earn 10 CPE points per course!
Our 3 Courses
FinTech to Capitalise on Inefficiencies and Behavioural Biases - Foundation for Real World Application
Learn how to:
- Capitalise on behavioral biases and irrationality in financial markets.
- Incorporate transaction costs and risks management in optimising portfolios.
- Mitigate errors in investment decisions.
FinTech to Capitalise on Inefficiencies and Behavioural Biases in Equities
Learn how to:
- Invest in themes, sustainability with equities and be Shariah compliant.
- Incorporate personal requirements into portfolio construction.
- Personalise strategies via hands on practical exercises.
FinTech to Capitalise on Inefficiencies and Behavioural Biases in ETFs
Learn how to:
- Construct optimal portfolios of ETFs.
- Personalise multi year investment plan to realise your goals.
- Dynamically adjust the portfolios as personal circumstances changes.
Each course costs RM 240. You will receive 10 CPE points per course and a certificate of completion.
Embrace the latest in investing and complete the online course at your own pace.
Our Equities and ETFs courses include a 1.5 hour long hands-on guidance in portfolio construction on our live platform. The practical course is conducted online every first Monday of the month at 9pm +8 GMT.