Course Detail(BF007 : Financial Instruments: Understanding the Mechanics and Valuation Techniques)

SDF Funding, SkillsFuture Credit

BF007 : Financial Instruments: Understanding the Mechanics and Valuation Techniques

7.00 CPE Hours (Others)
Classroom

Programme Objective
To strengthen the knowledge base of financial instruments commonly available in the market. The training will discuss the foundation of the mechanics and valuation techniques of these instruments.

Participants are required to bring along their Laptops for hands-on exercises

Programme Outline

1) Understanding of basic blocks of financial instruments:

  • Forward
  • Swap
  • Option


2) Understanding the risk and function aspect of investment and treasury products including:

  • Fixed Income securities
  • Structured securities, such as: Convertible bonds, Credit derivatives
  • Interest rate derivatives
  • Foreign exchange derivatives


Training Methodology

Lecture style, with Exercises/Case Studies, Quiz / Knowledge Check

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

For both Audit and Finance Professionals who are interested in establishing a strong foundation in understanding the common financial instruments.

Competency Mapping

Others = 7.00 Hours

Schedule & Fees

Date & Time

17 Nov 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 345.61
For Non-Members: $ 415.16

Programme Facilitator(s)

Ng Choon Kiat

Venue

60 Cecil Street
ISCA House
Singapore 049709

Date & Time

29 Nov 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Ng Choon Kiat

Date & Time

26 Jul 2019 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Ng Choon Kiat

Date & Time

21 Nov 2018 (9:00 AM - 5:00 PM)

Registration is closed

Programme Facilitator(s)

Ng Choon Kiat

Testimonial

Funding

1] SkillsFuture Credit (SFC)
Funding Period: Until 15 Jan 2021
Course Ref No.: CRS-N-0031496

All Singaporeans aged 25 and above will receive an opening credit of S$500 from the government. The credits will not expire and periodic top-ups will be provided by the government. SFC may be accumulated to pay for skills related course fees. You may wish to use your SFC to pay for partial/full ISCA course fees.  (For more information on the SFC scheme, please visit http://www.skillsfuture.sg/credit)

If you wish to enrol for the course with SFC Funding, please proceed with the following steps:

  • Step 1: Register for the course online via ISCA Portal. Upon adding to cart, the system will prompt a question “Do you wish to apply for SkillsFuture Credit?”, click “Yes” and input all required information. At the Cart page, please ensure that SFC funding is applied before clicking “Checkout”.
  • Step 2: After successful enrolment, please proceed to submit SFC claim on Skillsfuture Portal within 60 days before the course start date and obtain the necessary approval. Please submit SFC claim via SFC portal here: http://www.skillsfuture.sg/credit.

Failure to submit claim application and obtain necessary approval before the course start date will result in topping up of the SFC indicated for use. Please note that there will be an administrative fee of $42.80 for any revision of invoice.


2] WDA Training Grant - SDF Funding
This course is approved for SDF funding ($2 per training hour) for Company-sponsored participants only (Eligibility criteria apply). 
 
Funding Period: Until 15 Jan 2021
Funded Hours: 7 hours
Course Ref No.: CRS-N-0031496

If you wish to enrol participants with SDF Funding, please proceed with the following steps (For Corporate enrolments only) :

  • Step 1: Register for the course online via ISCA Portal. Upon adding to cart, the system will prompt a question “Do you wish to apply for WDA Funding?”, click Yes and input all required information. At the Cart page, please ensure that SDF funding is applied before clicking “Checkout”.
     
  • Step 2: After successful enrolment, please proceed to submit the Training Grant application via SkillsConnect Portal here: https://www.skillsconnect.gov.sg/

 

Employers of company-sponsored participants must submit training grant via SkillsConnect system to obtain training grant for course fees. You may submit the Training Grant application within the period from 30 days before the course start date to 30 days after course start date. Please note that there will be an administrative fee of $42.80 for any revision of invoice.

 

Eligibility Criteria:

  • Company must be registered or incorporated in Singapore and;
  • Applicant is taking the course for the first time.
  • Applicant must be employed, and is either Singapore Citizen or Permanent Resident of Singapore and;
  • Applicant must achieve at least 75% attendance, and pass all examinations /assessments and;
  • Applicant must be fully sponsored by the Company for all costs associated with the training and;
  • Payment has to be made via corporate means (e.g. corporate cheque, corporate GIRO, corporate credit card).

Programme Facilitator(s)


Ng Choon Kiat
CA (Singapore), CFA, CFSA


Choon Kiat is currently with Standard Chartered Bank as Senior Technical Accountant. Prior to this, Choon Kiat was an Senior Audit Manager (Global Financial Service Industry – GFSI) with Deloitte and Touche LLP, specializing in Valuation and Accounting Treatment of Financial Instruments. He has conducted numerous IFRS and Valuation trainings in Singapore as well as the Southeast Asian regions.

His credentials include:

  • Non-practicing member of the Institute of Singapore Chartered Accountants (ISCA)
  • Chartered Financial Analyst (CFA) Charter-holder
  • Certified Financial Services Auditor (CFSA) from Institute of Internal Auditors
  • Master in Financial Engineering (NUS) 

Programme Objective
To strengthen the knowledge base of financial instruments commonly available in the market. The training will discuss the foundation of the mechanics and valuation techniques of these instruments.

Participants are required to bring along their Laptops for hands-on exercises

Programme Outline

1) Understanding of basic blocks of financial instruments:

  • Forward
  • Swap
  • Option


2) Understanding the risk and function aspect of investment and treasury products including:

  • Fixed Income securities
  • Structured securities, such as: Convertible bonds, Credit derivatives
  • Interest rate derivatives
  • Foreign exchange derivatives


Training Methodology

Lecture style, with Exercises/Case Studies, Quiz / Knowledge Check

Closing Date for Registration

1 week before programme or until full enrolment

Intended For

For both Audit and Finance Professionals who are interested in establishing a strong foundation in understanding the common financial instruments.

Competency Mapping

Others = 7.00 Hours

Programme Facilitator(s)

Ng Choon Kiat
CA (Singapore), CFA, CFSA


Choon Kiat is currently with Standard Chartered Bank as Senior Technical Accountant. Prior to this, Choon Kiat was an Senior Audit Manager (Global Financial Service Industry – GFSI) with Deloitte and Touche LLP, specializing in Valuation and Accounting Treatment of Financial Instruments. He has conducted numerous IFRS and Valuation trainings in Singapore as well as the Southeast Asian regions.

His credentials include:

  • Non-practicing member of the Institute of Singapore Chartered Accountants (ISCA)
  • Chartered Financial Analyst (CFA) Charter-holder
  • Certified Financial Services Auditor (CFSA) from Institute of Internal Auditors
  • Master in Financial Engineering (NUS) 

Upcoming Schedule

Date & Time

17 Nov 2020 (9:00 AM - 5:00 PM)

Fee (inclusive of GST)

For Members: $ 345.61
For Non-Members: $ 415.16

Programme Facilitator(s)

Ng Choon Kiat

Venue

60 Cecil Street
ISCA House
Singapore 049709