(P) Selecting and Managing Unit Trust Investment

With hundreds of funds available in Singapore, investors are constantly sourcing for good funds to invest. This course will show you how you can shortlist good funds.

 

Course Outline

  • Sources of Information
  • Selection Criteria of Good Funds
  • Monitoring Fund Performance
  • Rebalancing
  • Case Study

Level: Basic to Intermediate

Who should attend: Investment, Financial professionals, traders, Financial students , non – finance professionals

Trainer Profile

Darren is currently a Financial Services Manager, holding dual licenses as a Trading Represenatative and Financial Adviser Representative with one of Singapore’s largest privately owned financial advisory company with a global presence that offers a comprehensive suite of financial products and services to retail, corporate and institutional clients.

He is a (CFP) CERTIFIED FINANCIAL PLANNERTM Professional and (ChFC) Chartered Financial Consultant® which are international recognised service marks and is a symbol of the highest level of professionalism for financial advisory professionals who have demonstrated technical competency and knowledge in various areas of wealth management such as risk management, wealth accumulation, tax planning, retirement planning, estate planning, combined with significant practical experience in the advanced financial planning needs of individuals, professionals and small business owners.

He is also an Associate Estate Planning Practitioner, Ordinary Member of Financial Planning Association of Singapore (FPAS) and Associate Member of the Insurance and Financial Practioners Association of Singapore (IFPAS).

Darren graduated from NTU with a Second Upper Honours degree in Mechanical Engineering. Besides that, he also acquired a degree in Chinese Language and Culture, and a Graduate Diploma in Financial Management to further pursue his interest. He then made a career switch from the engineering field to join the financial services industry in 2005 and he specialises in performing Comprehensive Financial Planning, Wealth Management and Investment Planning. In his maiden year of joining this industry, he achieved the Top 10 advisers award. Other awards that he had attained includes the Chairman’s Roundtable and Phillip Elite.

He now allocates a portion of his time to speak at corporations and companies, which includes Keppel Corp, ST Electionics, UMC, SAFRA, Creative, and Pacific International Lines. In addition, he has been appointed as a trainer in a quality training institution providing value-added and high quality programs to financial professionals.

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