Customised Programmes

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Overview

SIDC has ample experience in developing and delivering customised in-house programmes for intermediaries that suit the specific requirements of each corporate client. These in-house programmes provide the relevant resources for capital market professionals to compete better in a dynamic environment. We are always ready to work with you on customising solutions that meet your organisation’s talent development needs. 

We offer customised programmes from beginner to advanced levels on topics such as:

  • Mergers and Acquisition - Valuation and Challenges

    Programme Overview

    This programme will shed light on the complexities of the topic and assist participants to develop and implement successful strategies to support a company’s merger and acquisition activities.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Determine a rationale, select and value acquisition targets and evaluate the long-term potential of the partnership;
    • Assess how to manage the complexities of the merger process; and
    • Identify acquisition strategies, execute and close deals, and integrate acquisitions successfully.
  • Understanding Sukuk

    Programme Overview

    This course provides an insight into the Sukuk principles, structures, and methodologies and practical transactional issues relating to the use of Sukuk in modern Islamic finance. It is designed to enable participants to differentiate between Sukuk and bonds and classify various types of Sukuk available in the market and principles used in every Sukuk transaction.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Identify the differences between Sukuk and bonds;
    • Classify the different Sukuk structures offered in the market;
    • Describe the regulatory framework governing Sukuk structure;
    • Recognise the Shariah principles used in different Sukuk transactions; and
    • Understand the role of the trustee in Sukuk issuance.
  • Appreciation Course on Islamic Treasury Products and Operations

    Programme Overview

    This programme will provide an insight into the operational aspect of Islamic treasury activities. Throughout the programme, participants will examine the structure and process of each product as well as the modus operandi of the middle and back office of the Islamic treasury. Shariah principles on the products will also be deliberated and discussed with the participants.

    Learning Outcomes

    By the end of this course participants will be able to:
    • Describe the Malaysian money market and its linkage with the capital market;
    • Differentiate between the Islamic and conventional treasury;
    • Distinguish the types and features of Islamic treasury products offered in the market;
    • Explain the treasury functions and operational activities;
    • Define the roles and functions of middle and back office operations in the Islamic treasury; and
    • Infer the application of the accounting standards and reporting requirements in Islamic treasury.
  • Behavioural Finance for Treasury Dealers

    Programme Overview

    This course updates industry practitioners on the rationale behind global and domestic market manias as well as their implications on financial institutions. Participants’ decision-making will benefit from being aware, alert and vigilant of the challenges and opportunities arising from such phenomena.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Explain the concept of Behavioural Finance in investing in the stock market;
    • Identify behavioural biases that affect the decision-making processes;
    • Identify and minimise errors for future decision-making; and
    • Analyse investors’ behaviour and its impact on stock prices and overall investment decisions.
  • The Malaysian Equity Market

    Programme Overview

    This intensive course is specifically designed to equip participants with the latest knowledge updates on the equity market.  The topics covered include Stock Market and Securities Law, Financial Statement Analysis and Asset Valuation.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Explain the overview of the Malaysian capital market, its participants and the securities traded;
    • Explain the reason for securities regulation and list the various sources for securities law;
    • Describe the various organisations involved in the regulation of stock markets in Malaysia and their functions and roles;
    • Describe the features and prohibitions on a range of offences which may arise in the Malaysian stock market;
    • Discuss the elements and characteristics of equity securities which are linked to the purposes of financial and investment planning;
    • Recognise the users and uses of financial statements in financial and investment analysis; and
    • Evaluate and value fixed income and equity securities based on various methods.
  • Knowledge of Banking and Capital Market

    Programme Overview

    This one-day programme provides participants a broad yet comprehensive introduction to the banking industry. It focuses the banking system and operations, the governing regulatory framework, the monetary policies and the impact its activities has on the economy.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Explain the systems of the commercial banks and the central bank in Malaysia;
    • Discuss the regulatory framework of banking within the Malaysian and international context;
    • Discuss the process of money supply creation and contraction;
    • Discuss the determination of interest rate from the perspective of loanable and liquidity preference framework;
    • Discuss the impact of monetary policy on interest rates, prices and output in closed and open economies; and
    • Evaluate the impact of aggregate demand and supply, and monetary inflation on the economy. 
  • Economics and Market Outlook for Investment Strategy

    Programme Overview

    This programme is designed to devise an investment strategy based on the economic outlook and to provide key information that allows participants to gauge the economic environment and the effect it has on the evolving markets.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Identify the forces and global economic drivers that influence global capital markets;
    • Define the importance of key economic indicators in business decisions;
    • Recognise current global economic conditions, trends of the major markets and potential investments; and
    • Interpret economic trends in order to make sound investment decisions. 
  • Analysing the Elements of Corporate Proposals

    Programme Overview

    This one-day programme provides an understanding of the elements of corporate proposal preparation and its importance. The programme enriches the knowledge and the competency level of participants in delivering their professional services.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Define the purpose of preparing corporate proposals;
    • Explain the regulations governing the conduct of due diligence for corporate proposals by issuers, advisers and experts; and
    • Identify the regulations setting out who can act as principal advisors for the submission of corporate proposals and the competency standards required.  
  • Finance for Non-Finance Managers

    Programme Overview

    The programme is designed to enable participants to acquire working knowledge and a clear understanding of financial statements and the skills in interpreting and analysing financial performance using financial statements.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Explain the fundamental financial and accounting terminology and concepts;
    • Interpret financial statements of a company using the financial analysis tools; and
    • Understand the usage of financial ratios and its impact.
  • Portfolio Management Techniques for Dealer’s Representatives

    Programme Overview

    A programme designed for dealer’s representatives giving a solid foundation of portfolio management techniques by using specific investment strategies to build optimal investment portfolios and make better investments for clients.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Apply the various portfolio management techniques in managing an investor’s portfolio;
    • Interpret the business cycle and economic indicator;
    • Explain the process of portfolio optimisation;
    • Identify the risks and opportunities of assets and securities; and
    • Demonstrate the ability to construct a custom-made portfolio for an investor.
  • Equities and Derivatives Structured Products

    Programme Overview

    This programme focuses on structured products popular in the market. It is suitable for anyone investing in, or considering, structured products as well as others involved in the industry. The course is also ideal for anyone who needs to update their knowledge on the development of structured products. 

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Demonstrate a practical understanding of the core concepts behind structured products;
    • Describe the range of asset classes that are linked to structured products;
    • Discuss the current and future path of the structured product market;
    • Determine a credit default swap using an equity-based and reduced form model;
    • Estimate term structures of risk-adjusted default probabilities, and assess the risk sensitivities of single-name credit derivatives.
  • Corporate Finance and Investment Management

    Programme Overview

    This one-day programme serves as a refresher for participants on key corporate finance and investment management topics from corporate strategic analysis to portfolio management. The programme will also discuss in greater detail certain key topics in relation to the current market scene.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Identify the key factors that affect corporate proposals;
    • Recognise types of proposals and rationale;
    • Identify the origination and structuring process;
    • Explain the importance of portfolio management;
    • Describe a range of investment concepts that are critical to any fund manager;
    • Critically evaluate the various portfolio theories and identify their limitations; and
    • Demonstrate understanding of the regulations governing the setting out of who can act as principal advisers for the submission of Corporate proposals and the competency standards required.
  • Guide to Structured Products

    Programme Overview

    This course will focus on structuring and decomposing hedging, and investment strategies utilising exotic options. The programme also gives participants an understanding of how structured products with various asset classes are built, based on different investment objectives. Through lots of case studies delegates will develop skills to understand the practical application needed to succeed in today’s market.

    Learning Outcomes

    By the end of the programme, participants will be able to:
    • Demonstrate a practical understanding of structuring asset (investment) and liability (hedging / risk transfer);
    • Discuss applying structured products across asset classes; and
    • Identify risks arising from these products and understand how to manage them.
  • Valuation of Structured Products

    Programme Overview

    This one-day programme provides participants with a comprehensive understanding of valuation of structured products in the current financial market.

    Learning Outcomes

    By the end of the programme, participants will be able to:
    • Demonstrate a practical understanding of the core concepts behind structured products; 
    • Describe how to break down structured products into their base building blocks and price them in the current financial markets; and
    • Recognise the complexity related to the valuation techniques of structured products.
  • Financial Derivatives and Market Risk Management

    Programme Overview

    This programme is designed to provide an insight into the risks involved for traders, investors and risk managers using different types of derivatives. The course content is based on practical examples which illustrate market risks.

    Learning Outcomes

    By the end of the programme, participants will be able to:

    • Describe the key characteristics of derivative products;
    • State the use of derivative products as a risk management tool;
    • Identify the different types of exposure within each risk group and derivative type;
    • Review how the different types of exposure can be measured; and
    • Recognise strategies for managing contingent risk using derivatives.
  • The Trustee’s Roles and Duties

    Programme Overview

    This programme is designed to give a better understanding of the roles and responsibilities of a trustee in relation to unit trust funds and other managed investment schemes, helping trustees to discharge their duties more effectively in compliance with the CMSA 2007 and relevant SC guidelines.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Demonstrate an understanding of the roles and duties of a trustee;
    • Explain the law, regulations and guidelines surrounding the roles and duties of a trustee; and
    • Discuss pertinent current developments.
  • Understanding Cross-Border Trading and Operations

    Programme Overview

    This programme provides an understanding of cross-border trading and operations. During the programme, participants will learn more about cross-border trading, its operations/processes, the regulatory framework and guidelines involved as well as the challenges and how to overcome them. It will conclude with a discussion on the future landscape of cross border trading.

    Learning Outcomes

    On completion of this course, participants will be able to:

    • Describe foreign/cross-border trading activities and processes;
    • Explain the valuation of FOREX;
    • Illustrate the processes involved in settlement activities;
    • Identify the relevant Acts and Guidelines governing settlement activities; and
    • Articulate compliance requirements and challenges in cross-border trading.
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA) for Capital Market Intermediaries

    Programme Overview

    This course is essential for industry practitioners who are required to have an insight into the Act covering its legal and regulatory obligations, issues and best practices, as well as its implications on financial institutions.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Identify latest issues and developments pertaining to AMLA;
    • Evaluate challenges in identifying new generation money laundering and terrorism financing techniques;
    • Implement best practices for prevention of money laundering and terrorism financing in the capital market; and
    • Recognise benefits of compliance and consequences of non-compliance to the Act.
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA) – Money Laundering Schemes

    Programme Overview

    This one-day programme is designed for employees of financial institutions to understand AMLA's legal and regulatory obligations, mechanics behind money laundering related to investment banking, securities and fund management and applying the risk-based approach in combating AML/CFT. 

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Recognise what money laundering and terrorism financing activities are;
    • Explain the latest developments in law and regulations governing money laundering;
    • Describe the money laundering schemes connected to investment banks, securities and fund management companies;
    • Apply the risk-based approach in front and back office functions effectively; and
    • Identify and manage suspicious clients and transactions appropriately.
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA): Recognising and Combating Financial Crime

    Programme Overview

    This one-day programme is designed for employees of financial institutions to understand the financial crime activity which is a part under the AMLA legal and regulatory obligations, the mechanics behind financial crime related to investment banking, securities and fund management and methods in combating financial crime.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:

    • Recognise the financial crime activities;
    • Explain the latest developments in law and regulations governing financial crime;
    • Describe the financial crime schemes connected to investment banks, securities and fund management companies; and
    • Indicate the financial crime risks and the controls in combating financial crimes.
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA) for Internal Auditors

    Programme Overview

    This programme gives auditors an insight into the AMLA and its implications on financial institutions, especially on stockbroking business activities, the related offences, risks and obligations, as well as international standards on money laundering and terrorism financing.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Evaluate challenges in combating new generation money laundering tactics;
    • Relate to the laws, rights and obligations as specified in AMLA;
    • Identify misconduct in stockbroking in relation to AMLA;
    • Recognise consequences of non-compliance to the Act; and
    • Infer the scope of internal audit review based on the AMLA/CFT framework.
  • Anti-Money Laundering, Anti-Terrorism Financing and Proceeds of Unlawful Activities Act 2001 (AMLA) – The Law and Practice Auditors

    Programme Overview

    This half-day programme is designed for employees of investment holding companies to analyse and apply the risk-based approach in managing risk between business and compliance. This includes assessing the importance of risk identification and due diligence in AML/CFT evaluation specifically in investment holding companies.

    Learning Outcomes

    Upon completion of this programme, participants will be able to:
    • Recognise what money laundering and terrorism financing activities are;
    • Describe the latest trends in money laundering domestically and globally;
    • Explain the latest developments in law and regulations governing money laundering;
    • Apply the risk-based approach in front and back office functions effectively; and
    • Identify and manage suspicious clients and transactions appropriately.