SCLE Revision: Financial Statement Analysis and Asset Valuation (Module 7)

Programme Overview

This 2-day course is designed to match the licensing study outline for Module 7 on financial statement analysis and asset valuation. It covers the fundamental aspects of financial statements, investment analysis, relevant accounting policies and treatments for financial reporting, characteristics of fixed income and equity securities, time value of money and valuation methods.

Programme Objective

This course equips participants with comprehensive understanding and knowledge based on the Module 7 Study Outline. Participants will advance their knowledge and comprehension further via an interactive teaching and learning experience while increasing their confidence in sitting for the examination. This course will be facilitated by an experienced and qualified trainer.

Learning Outcomes

Candidates are expected to have good knowledge, understanding and ability to apply in the following areas:

1. Users and uses of financial statements in financial and investment analysis
2. Important accounting policies or choices and treatment of accounting information for financial reporting purposes including explaining the reasons for usage and demonstrating the ability to deal with adjustments necessary for purposes of comparability
3. Company financial and company information or other crucial factors such as industry position and economic outlook, necessary for relevant and reliable assessment of the company’s performance
4. Limitations of the use of financial statements and related important accounting issues when interpreting financial statements for informed investment decision making
5. Elements and characteristics of fixed income and equity securities which is linked to the purposes of financial and investment planning
6. Concepts of time value of money in pricing and the valuation of fixed income and equity securities
7. Methods and indicators, including their required adjustments, to assess the company financial performance or gain greater insight into company operating results
8. Fixed income and equity securities, including derivatives based on various methods of valuation and examining the factors affecting pricing
9. Explain technical analysis with respect to securities trading (charts and technical indicators, analysis of technical indicators and patterns, forecasting price movement and volume)

Candidates’ Prerequisites

It is estimated that this module will require a minimum of 80 hours of study time. Candidates are expected to have relatively strong capability in the application and analysis of information provided in this outline and its reference. 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 this module as all questions will be continuously updated to reflect these changes.

Methodology

This course will be delivered using effective learning methods which include presentations, discussions and review examination questions.