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Human Capital Management |
Financial Services & Risk Management
| Macquarie
University Programmes
Diploma in
Investment (DipInv)
Programme Overview
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Admission &
Fees
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Application
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Downloads & Enquiry
SHRI’s
DipInv provides candidates with comprehensive
training in investment analysis and portfolio management. It takes an
analytical and practical approach in examining the major factors and
techniques involved in the investment decision-making process.
The Diploma in Investment is a one-year part-time programme and
graduates of the programme are eligible for exemption from Modules 6, 7
and 8 of the Capital Markets & Financial Advisory Services examination,
which is the qualifying examination for those applying for a
representative's license under the Securities and Futures Act or the
Financial Advisers Act. Exemption is subject to prevailing exemption
guidelines.
Course Content
Part I
DV1 Equities and Investment Analysis
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Concepts of Risk and Returns
·
Economic, Stock and Interest Rate
Cycle
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Equities
·
Equity Valuation
DV2 Financial Analysis
·
The
Accounting Framework
·
Financial Statements
·
Working Capital and Cashflow Analysis
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Business Investment and Combination
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Ratio Analysis
·
Share
Valuation
·
Interpreting Company Data
DV3 Derivatives
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Financial Futures
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Trading Strategies in Futures
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Forecasting Techniques
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Options
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Warrants
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Convertible Bonds
Part II
DV4 Equity and Futures Trading: Law &
Regulations
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Singapore Stock Market - Listing
requirements; Trading mechanics; Central depository; Role of registered
persons
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Futures Market - Membership
categories; Trading and clearing systems; Role of registered persons
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Securities & Futures Rules and Regulations
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SGX Rules and By-laws
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Business Law
- Contract; Agency;
Bankruptcy
DV5 Personal
Financial Planning
·
Introduction
·
Personal Money Management
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Managing Personal Credit
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Managing Personal Taxation
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Managing Personal Investments
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Risk Management and Insurance
Planning
·
Education Planning
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Retirement Planning
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Estate Planning
·
Due Diligence in the Provision of
Financial Planning Services
DV6 Portfolio Management
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Investment Process
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Macroeconomics
·
Valuation
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Asset Classes
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Modern Portfolio Theory
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International Portfolio Management
·
Investment Mandate
·
Performance Measurement
The modules listed above may be conducted in a
different sequence.
Course Duration
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15
sessions of three-hourly lectures for each module
·
Lessons are conducted 3 times a week on weekday evenings and Saturdays
Assessment
Methods
Candidates will be assessed on written examinations at the end of each
semester. A three-hour examination for each module will be held at the
end of each semester. Candidates who have passed all modules and satisfied all
requirements will be awarded the Diploma in
Investment.
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