Investment Management and Corporate Finance Programme

Programme Overview

Investment Management and Corporate Finance Programme is a 2-day programme designed to provide insights on fundamental aspects of investment, economic fundamentals, financial statement analysis, valuations, derivatives and corporate exercises. This programme will be facilitated by an experienced and qualified trainer.

Programme Objective

This programme is designed as a refresher course for CMSRLs or ERPs who are interested to learn about fundamental aspects of investment management and corporate finance. Apart from this, the programme also serves to support those preparing to sit for the Securities Commission Licensing Examination (SCLE) Module 12 on Investment Management and Corporate Finance. It’s highly recommended that participants put in a minimum of 120 self-study hours using study aids such as SCLE Module 12 e-guide, practice set questions, reading list, latest market updates for maximum benefit and reinforced learning.

Learning Outcomes

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

1. Recognise the investment environment of the Malaysian capital market
2. Outline the economic fundamentals
3. Distinguish the inter-relationship between corporate finance, investment and strategic management
4. Define the concept of shareholder value and its determinants
5. Explain the techniques of financial statement analysis and use of various ratios to gain insights into a company’s performance measure
6. Identify methods of computing economic value added and market value added
7. Define the concept of time value of money and the opportunity cost of capital
8. Explain the capital budgeting techniques used in making project decisions
9. Distinguish the relationship between risks and returns and how they are measured
10. Identify the levels and implications of market efficiency on technical and fundamental analysis and portfolio management
11. Explain the basic portfolio theory
12. Explain the process of portfolio management and evaluation of its performance
13. Explain the common forms of financing and factors to consider in determining the optimal capital structure
14. Discuss the financing decisions which cover debt financing, equity financing and dividend policy
15. Define definitions of value and role of valuation
16. Explain valuation methodologies and their limitations
17. Identify various forms of derivatives used to hedge financial risks arising from the financing and investment decisions of a company
18. Discuss interaction of financing and investment decisions in corporate restructuring, mergers and acquisitions 

Examination Prerequisites

Participants are expected to possess good knowledge and understanding of the subject matter provided in the study outline and specified references. It is estimated that the SCLE Module 12 will require a minimum of 120 hours of study time. The amount of study hours needed depends on the education background and work experience of the candidates. Candidates are also expected to update themselves with the latest changes relevant to the module as all questions will be continuously updated.

Programme Methodology

This programme will be delivered using effective learning methods including presentations, discussions and review of examination questions.