Young Investor Programme (YIP) Seminars

An education journey for
YIP members


The 3-Part-Series and the Life Hack series

Our YIP seminars are specially curated with a balanced range of basic and intermediate topics to
help young investors develop their skills to become savvy traders.

Important Notes for Seminars

Important Notes for Seminars

All views or information expressed or provided by the speakers at the event belong to and are that of the speakers and are for information purposes only. They do not take into account the specific objectives, financial situation or particular needs of any particular person. You should not make any decisions without independently verifying or assessing the contents. Without prejudice to the generality of the foregoing, please seek advice from a financial adviser regarding the suitability of any investment product taking into account your specific investment objectives, financial situation or particular needs before you make a commitment to purchase the investment product. In the event that you choose not to seek advice from a financial adviser, you should consider whether the product in question is suitable for you. OCBC Securities Private Limited (“OCBC Securities”) does not endorse and makes no representation or warranty whatsoever in respect of any view or information expressed or provided at the event and shall not be responsible for any loss or damage whatsoever arising, directly or indirectly, howsoever as a result of any person acting on any view or information expressed or provided at the event. OCBC Securities hereby disclaims liability for any view or information expressed or provided at the event.

Accessing Third Party Sites

Clicking on the Register links will access the Eventbrite registration site, a third party website. Here are the terms of use.

For your convenience, this website may provide hyperlinks to other websites on the Internet. These third party websites are not affiliated with or in any way related to OCBC Securities Private Limited. We wish to acknowledge that we are providing such hyperlinks for your information purposes only. The provision of hyperlinks to external or third party websites does not and in no way represent any forms of recommendation, endorsement, approval, guarantee or introduction of any third parties or the products and services that they provide, or any form of co-operation between OCBC Securities Private Limited and such third parties unless otherwise stated by OCBC Securities Private Limited Additionally, OCBC Securities Private Limited is not a party to any contractual arrangements that you and the provider of the third party website or any third party may enter into, unless otherwise specifically agreed to by OCBC Securities Private Limited. You are strongly advised that you use the hyperlinks at your own risk. OCBC Securities Private Limited is not responsible for any loss, damage, or consequence that may, directly or indirectly, arise from your usage of the hyperlinks. Nor shall we be held liable for the accuracy, truthfulness, or whatever of the contents of such third party websites. The hyperlinks to third party websites may contain downloadable software that are for your own convenience only. Once again, we shall not be held responsible for any problems or difficulties that you may encounter in downloading or installing such software. Please bear in mind that the use of any software downloaded from the Internet may be governed by a licence agreement. We are not in any way responsible for any infringement by you of any intellectual property rights of the relevant software provider by your failing to adhere to the terms of such license agreement. When you use this hyperlink service, you must observe the terms of use and the relevant rules and conditions stipulated by OCBC Securities Private Limited as well as those set down by other third party websites.




The 3-Part-Series

Our 3-Part-Series seminars are reserved exclusively for YIP members. To find out more about the YIP programme and how you can be a member, click here.

Here are some examples of the topics that our YIP members can enjoy:

Title

Overview

 Status

Financial Analysis Techniques - How to Find the 'Hidden Information' in Financial Reports

This seminar will help beginners to master the usually cumbersome and text-heavy fundamental analysis of financial reports with skills taught by the (former) CFO of two large Singapore-based financial institutions.

Through story-telling, short case examples, practical mini-case studies, real life illustrations and fun quiz questions, this highly interactive session will transform your thinking around finance.

 Ended

Easy-To-Apply Investment Strategies

Trading may be daunting to beginners who start their trading without having a plan. However, if you have a strategy, it is not as complicated as you think!

In this seminar, Chua I-Min, Lead Instructor of A.B. Maximus which runs the SGX Academy, will share with you some simple investment strategies that are easy to implement.

What you can gain from this session:
 

  • Understand the instruments (ETFs, REITs and Blue Chips) used by these investment strategies and why they are suitable
  • How to use regular investing and dollar cost averaging for such strategies - we will apply backtesting to prove their effectiveness
  • Understand the pros and cons  of the investment strategies and assess their suitability for your portfolio

Available

Register

A Practical Guide to Precise Entry and Exit (Strategies for Short to Mid-term Trading)

When you have finally chosen your preferred stock to trade after applying the skills you picked up from "Financial Analysis Techniques - How to Find the 'Hidden Information' in Financial Reports" and "Easy-To-Apply Investment Strategies", how do you know when to enter the market?

This session will teach you how to time your entry into the market through the study of market psychology.

 Coming soon

* Topics are subject to changes.


Registration links are available only for seminars that are currently open for registration, and are to be accessed with the same password used for your YIP Pocket Book. If you have forgotten your password, please email us at marketing@ocbcsec.com.

If you are a YIP member, you will also receive email invites to available seminars when they are open for registration. If you did not receive any email invitations even though you are eligible to attend, it could be due to any of the following reasons:

1) You have previously unsubscribed from our communications. To resubscribe, email us at marketing@ocbcsec.com with your full name, trading account number, NRIC number, and email address.
2) You have previously withdrawn your consent to receive marketing communications from us. To provide your consent, please submit this form to us.
3) Your email address is not accurately updated with us. To update your email address, email us at cs@ocbcsec.com with your full name, trading account number, NRIC number, and correct email address.



    The Life Hack series

    The Life Hack series seminars are reserved exclusively for YIP members and FRANK by OCBC customers only.

    Here are some examples of the topics available under the Life Hack series:

    Title

    Overview

     Status

    How to Plan your Portfolio while Chillaxing

    Status: Ended

    This seminar is suitable both for those beginning to trade and those who have already started their trading journey and are looking to strengthen their understanding of key concepts.

    Here are some of the ways you will gain from attending this seminar:

    • Understand how life cycle investing works
    • Gain an understanding of the benefits of portfolio management for millennials
    • Determine your long term required rate of return
    • Create a customised Investment Policy Statement
    • Identify the asset classes and securities that fit your personal portfolio
    • Create a custom-made portfolio

     Ended

    Build Your Retirement Fund through Stock Investing

    Status: Coming soon

    Most of us save part of our pay and invest it for capital gains – but we stumble along, getting by on trial and error. As a result, many people do not achieve their goal of financial security when they retire.

     

    Value investing can help refine the way you build your wealth through stocks. It is an investment strategy that involves investing in stocks that trade for less than their intrinsic value.

     

    If you are intrigued but unsure how to proceed, come on down to find out!

    Things you will learn to help achieve your retirement financial goals:

    • Use the formula of compounding growth to project the growth of your savings
    • Estimate how much you need to invest in your portfolio, and how it needs to grow, for you to achieve financial security at retirement
    • Compare the relative attractiveness of stocks, bonds, precious metal and bank deposits as investment products
    • Apply the concepts of safety of principal and adequate return in value investing as a non-professional investor
    • Create a customised Investment Policy Statement

     

     Coming soon

    *Topics are subjected to changes

    Registration links are available only for seminars that are currently open for registration, and are to be accessed with the same password used for your YIP Pocket Book. If you have forgotten your password, please email us at marketing@ocbcsec.com.

    If you are a YIP member, you will also receive email invites to available seminars when they are open for registration. If you did not receive any email invitations even though you are eligible to attend, it could be due to any of the following reasons:

    1) You have previously unsubscribed from our communications. To resubscribe, email us at marketing@ocbcsec.com with your full name, trading account number, NRIC number, and email address.
    2) You have previously withdrawn your consent to receive marketing communications from us. To provide your consent, please submit this form to us.
    3) Your email address is not accurately updated with us. To update your email address, email us at cs@ocbcsec.com with your full name, trading account number, NRIC number, and correct email address.




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