Course Curriculum

The only masterclass you need for investing in the markets

  • 1

    Module 1: What is Investing?

    • Why Do You Need To Invest For Your Child?

    • What Is Investing?

    • What Kind of Returns Can I Expect?

    • The #1 Secret of SUCCESSFUL Investors

    • Which Investing Strategy Should I Use?

    • Time Strategies - DCA vs LSI

    • Market Cycles and Investor Psychology

  • 2

    Module 2: Passive Investing - ETFs, Unit Trusts and RSS Plans

    • What are ETFs and How Do They Work?

    • How To Analyse ETFs [Case Studies]

    • Mutual Funds (also known as Unit Trusts)

    • Regular Shares Savings (RSS) Plans [Singapore]

  • 3

    Module 3: Stock Strategies & How To Read Financial Statements

    • 3 Methodologies You Can Apply in Stock Investing

    • Reading The Financial Statements

    • Key Financial Ratios You Must Know

    • Extra Reading: SEC on Financial Statements

    • [Worked Example] How I Review The Financial Highlights

  • 4

    Module 4: Dividend Investing for Passive Income

    • How Dividend Investments Work

    • How to Screen for Dividend Stocks

    • How to Calculate Dividend Yield

    • What are the Risks in Dividend Investing?

    • The #1 Metric You MUST Use To Avoid Losing Money in Dividend Stocks

    • Case Studies: Dividend Darling A vs. Dividend Hero B

    • Further Reading: Starhub

    • When To Buy and Sell Dividend Stocks?

  • 5

    Module 5: How to Identify Valuable Companies

    • What is Value Investing?

    • 5 Steps To Spot Great Stocks

    • The Best Types of Economic Moats To Look Out For

    • Evaluate Quality of Management

    • What Causes Stocks To Become Undervalued?

    • What is Intrinsic Value?

    • How To Calculate Actual Value of A Stock

    • Protecting Yourself With A Margin Of Safety

    • [Case Study] Are Cash Cows Good Investments?

  • 6

    Module 6: Growth Investing for Massive Capital Growth

    • What Is Growth Investing?

    • Characteristics of Growth Companies

    • The GIF Framework for Analysing Growth Stocks

    • Financial Metrics for Growth Stocks

    • When To Buy or Sell A Growth Stock

    • [Case Study] This Market Leader Is Poised for Even More Growth in Global Markets

  • 7

    Module 7: Investing in REITs (Real Estate Investment Trusts)

    • Introduction to REITS and Why You Will Want To Have Them In Your Child's Portfolio

    • Sectors of REITs and How They Differ

    • Checklist: How To Analyze A REIT

    • S-REITs Research Report 2020

    • Financial Metrics & How To Calculate Value of a REIT

    • Growth Drivers for REITs

    • Key Risks to Take Note of in REITS Investments

    • Are the REIT's Acquisitions Accretive or Dilutive?

    • Applying Index / Dividend / Value / Growth Investing Frameworks to REIT Investing

    • When To Buy / Sell A REIT

    • S-REITS Data Workbook

  • 8

    Module 8: Constructing A Diversified Portfolio for Your Child

    • [Templates] Samples of Child Investment Portfolios to Adopt

    • The Case For and Against The Permanent Portfolio

    • [Worked Example] How Many Stocks Should I Have In My Child's Portfolio?

    • Why Buy and Hold? Introducing the Coffee Can Portfolio

    • Berkshire Hathaway Equities Portfolio (by Warren Buffett and Charlie Munger)

  • 9

    [Bonus] : Investing During the COVID-19 Crisis

    • 2020 World Economic Outlook

    • Industries Affected By COVID-19

    • Investing during COVID-19

    • 7 Stocks That Could Grow Massively In A Post COVID-19 World

    • The Global Macroeconomic Impacts of COVID-19

    • Opportunities in the Stay Home Economy

  • 10

    Final Notes

    • Message From Your Coach

    • Acknowledgement and Credits

    • Further Education and Lifelong Learning

    • Questionnaire

FAQ

  • Why should I sign up for this course?

    If you've ever worried about how you're going to fund your child's university fees, or if you simply want to give your child a head start in their financial future, this course will teach you exactly how to do that.

    You have a huge opportunity today to change your child's financial future. Don't waste it.

  • How is this different from other investment courses?

    While there are plenty of investment courses out there, most of them focus on how to invest for yourself or your retirement. There aren't any courses that really focus on teaching parents how to invest for their children, and as a mother myself, I designed this to help fellow parents like you and me.

  • Will this course be worth my time and money?

    On average, most beginner investors lose anything from $2,000 - $5,000 on their first stock mistake alone. Others never learn how to do it right, and that's why even 6-digit losses in the stock market are not unheard of.

    If this small investment can help you learn the right skills of the trade and avoid a 50% loss on your next $3,000 stock purchase, then it would have already paid for itself several times over. And if you intend to invest just $10,000 a year over the next 40 years of your life, the difference between an additional 2% investment returns a year works out to be $1.2 million!

    So is this more than worth it to learn about how to manage your child's investment portfolio right when there's so much at stake? You do the math.