[ONLINE] Financial Statement Analysis and Asset Valuation E-Learning Programme

[ONLINE] Financial Statement Analysis and Asset Valuation E-Learning Programme

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HRD Corp Registered Course/Programme No.: 10001375607

Aligned with SC Licensing Examinations (SCLE) Module 7

This e-learning programme is designed to focus on the financial statements, asset valuation, investment analysis, relevant accounting policies and treatments for financial reporting, time value of money and valuation methods of fixed income and equities. The programme will also delve into the core aspects of accounting and investment analysis theory, concepts, methods, and limitations inherent in the fundamental principles.

Learning Hours: 11 Hours | Mode: E-Learning

Programme Fee: RM1,000

(fee is not inclusive of 8% SST)

Programme Objective

This e-learning programme is designed as a refresher course for existing Capital Market Representative’s License (CMSRL) holders and Employee of Registered Person (ERP) wishing to keep themselves up-to-date with the financial statements and asset valuation. This self-directed programme consists of 11 modules enriched with interactive elements such as videos, quizzes and knowledge checks to ensure an engaging learning experience and enhanced learning.

 

Learning Outcomes

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

  1. Identify the users and uses of financial statements in financial and investment analysis
  2. Describe important accounting policies or choices, and treatment of accounting information for financial reporting purposes including the reasons for usage and ability to deal with adjustments necessary for comparability purposes
  3. Analyse the company financial and information or other crucial factors such as industry position and economic outlook, necessary for relevant and reliable assessment of the company’s performance
  4. Describe the limitations of the use of financial statements and related important accounting issues when interpreting financial statements for better and informed investment decision making
  5. Explain the elements and characteristics of fixed income and equity securities which is linked to the purpose of financial and investment planning
  6. Define the concept of time value of money in pricing and valuation of fixed income and equity securities
  7. Discuss the methods and indicators, including the required adjustments, to assess the company financial performance or gain greater insight into the company’s operating results
  8. Explain fixed income and equity securities, including derivatives based on various methods of valuation and factors affecting the pricing
  9. Explain the technical analysis method and processes with respect to securities trading

Programme Methodology

This programme is conducted online via SIDC’s Learning and Assessment Management (LAMS) platform

Programme Outline

Topic 1: Importance of Financial Statement Analysis

  • Uses and users of financial statements
  • Importance of analysing financial statements in context
  • Relationship between share price and financial information
  • The 5 components of a financial statement
  • Basis for preparation of financial statements
  • Underlying accounting concepts and principles
  • Auditor’s report and other information in the annual report

Topic 2: Elements of Financial Statements

  • Essential line items in the financial statements
  • Treatments of some of the line items
  • Balance sheet Equation
  • Company’s cash position from cash flow statement
  • Income statement, Balance sheet and Statement of changes in equity

Topic 3: Financial Statement Analysis

  • Assess a company’s performance and its financial position
  • Commonly used techniques of financial statement analysis
  • Impact of financial ratio analysis on company valuation
  • Financial ratios in analysing company performance
  • Limitations and advantages of ratio analysis
  • Accounting issues in financial statement analysis

Topic 4: Fixed Income and Money Markets

  • Importance and structure of fixed income and money markets
  • Concept of time value of money
  • Bond terms and features
  • Discount and coupon security
  • Risks in fixed income securities
  • Factors that affect the level of interest rates
  • Credit rating of bonds
  • Green bond and green sukuk

Topic 5: Equity Markets

  • Importance and structure of Malaysian equity markets
  • Concept of shares and the various equity hybrids
  • Types of share issues and its impact on market price
  • Role of valuation and its myths
  • Approaches to valuation of equities
  • Importance of valuation and criticisms on valuation
  • Concept of Real Estate Investment Trust (REITs)
  • Advantage and risks of REITs investment
  • Measurement of REITs investment performance

Topic 6: Technical Analysis

  • Basic philosophy of technical analysis
  • Importance and strengths of technical analysis
  • Elements of technical analysis
  • Resistance and support concepts and other tools

Topic 7: Exchange-Traded Funds

  • ETF structure in Malaysia
  • Creation and redemption process of an ETF
  • Types of ETFs offered in Malaysia
  • Advantages of ETF investment and the risk associated with ETF investment
  • ETFs, unit trust funds and equity securities

Topic 8: Structured Products

  • Basic aspects of structured products
  • Uses of structured products
  • Profile and features of structured products
  • Risks associated with structured products

Register for SIDC’s Financial Statement Analysis and Asset Valuation E-Learning Programme Now!

*The SIDC reserves the right to amend the programme as deemed appropriate without prior notice.

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