Interpreting Annual Reports for Stock Selection (Package)

Learn To Access The Fundamentals Of Companies & Build Personal Wealth Interpreting Annual Reports for Stock Selection OBJECTIVES Stage 1 – The aim of the programme is to provide SIAS members with the basic knowledge of interpreting annual reports to enhance their ability to invest wisely in the stock market. This is accomplished by assessing the fundamentals of companies they invest in to build personal wealth. It also offers insights into company’s activities to determine if they are aligned to shareholder value. Stage 2 – To provide participants who have attended the basic course (Stage 1) on interpreting annual reports the ability to invest wisely in the Stock Market TRAINER Mr. James Leong FCPA, CA (Aust), CFP, DTM Mr Leong has more than 20 years of international experience in auditing, accounting, financial management, financial planning and lecturing. As a former auditor and a regional financial controller with a US MNC, Mr Leong has audited and prepared annual reports in his corporate career. As a consultant, he has conducted numerous training workshops for companies including DBS Bank, UOB Bank, OCBC Bank, Sumito-Mitsui Banking Corporation, Great Eastern Life and Prudential Assurance. His passion in teaching has seen him taught at various educational institutions including National University of Singapore, Nanyang Polytechnic, Victoria University of Technology and the Institute of Chartered Accountants in Australia. ENTRY REQUIREMENT Stage 1 – This basic programme is tailored for participants with no prior background in accounting and finance. Accounting and financial information will be explained in simple terms that are easy to understand. It is recommended that participants bring along a calculator for the seminar. Stage 2 – Please note that you must have basic knowledge in the following areas in order to apply for the Annual Report Stage 2 Course: ** NTA, PE, ROA, ROE, Margin, Gearing, EPS ** Basic Accounting Terminologies (e.g. : assets, liabilities, capital) ** Interpretation of Profit and Loss Statement ** Interpretation of Cash Flow Statements ** Interpretation of Balance Sheet TRAINING METHODOLOGY • Case Studies approach • Step-by-step learning • Technical financial language explained in simple terms • A more in-depth understanding and hands-on application of concepts learnt • Designed based on feedback by members who have attended the basic course “Click here to find out the Importance of Financial Statements” Securities Investors Association (Singapore) 7 Maxwell Road #05-03 MND Building Annexe B Singapore 069111 Tel: 65 62272683 | Fax: 65 62206614 | Email: admin@sias.org.sg