Associate REIT Investment Advisor (ARIA)

The objective of this one-day program is to equip you with the practical skills and knowledge to understand how to analyze and select appropriate REITs to harness the benefits of portfolio allocation, passive income and potential capital appreciation to help your clients meet their financial goals and objectives.

ID:
ARIA
CREDIT:
10

INSTRUCTORS:

Ronald Wong
PRINCIPAL INSTRUCTOR for CFP and CPD Programs
MBA, CFP®, ChFC®, CWM®, ChMA, AEPP, STEP Associate
KENNY LOH
INSTRUCTOR for CPD Program (ARIA)
MBA, CFP®, IBFA, AEPP®

Categories

CPD COURSES

Background

The trend for real estate investing is rapidly gaining interest from investors who see the potential of investing in real estate in Singapore. From a portfolio perspective, real estate as an asset class provides diversification benefits in optimizing an investor’s portfolio. Furthermore, when used appropriately, real estate investments provide potential for capital appreciation and passive income which can be applied in retirement income planning strategies. However, it may not be prudent for retail investors to take on high leverage and commit a significant portion of their savings into a real estate due to the low liquidity and significant capital outlay required.

Investors may be more comfortable investing in Real Estate Investment Trusts (REITs), which are diversified baskets of real estate that gives them similar benefits of holding this asset class but with lower capital outlay, professional management, higher liquidity and diversification. Indeed, there has been a growing interest of retail investors investing in REITs, and a competent Financial Advisor representative like yourself will need to have the competency to understand and advise your clients on this asset class with a holistic portfolio perspective.

The objective of this one-day program is to equip you with the practical skills and knowledge to understand how to analyze and select appropriate REITs to harness the benefits of portfolio allocation, passive income and potential capital appreciation to help your clients meet their financial goals and objectives.

The Associate REIT Investment Advisor (ARIA) course provides a framework to analyze and invest in REITs safely and profitably. Upon completion of this course, you will:

  • Understand characteristics of REITs and its role in portfolio allocation and financial planning;
  • Understand and identify opportunities and pitfalls of REITs in the various sectors;
  • Be equipped with the competency to evaluate the market outlook of REITs and identify opportunities and avoid drawdowns;
  • Be equipped with a framework for REIT analysis, and the various evaluation criteria;
  • Competently apply technical and fundamental analysis techniques to evaluate a REIT;
  • Apply what you learned into actual case studies to apply the learning points;
  • Gain access to our proprietary planning and analysis tools and evaluation checklists.

Mr. Kenny Loh and Mr. Ronald Wong

This 1-day program is delivered through short structured lectures, case studies and group discussions. Upon successful completion of this program and practicum, you will be awarded with 8 non-core CPD Training Hours and the Associate REIT Investment Advisor (ARIA) designation.

Your investment for this program will be $1,500, before funding support.

Special corporate discount and group rates may apply. Contact us to find out more.

This is a IBF-FTS recognised program. IBF-FTS funding support of up to 90% is applicable for Singapore Citizens (SC) aged 40 and above, and up to 50% IBF-FTS funding support for SC below age 40 and Singapore Permanent Residents (SPRs). Participants who have SkillsFuture Credit may also utilise them to pay for the course fee, if applicable.

Please refer to the IBF website (http://www.ibf.org.sg) for details about the IBF-FTS scheme, and SSG website (https://www.myskillsfuture.sg/learn/) for information about SkillsFuture Credit. Term and conditions apply and are subject changes by the relevant authorities.

Additional note about IBF-FTS Funding Claims:

For IBF-FTS funding claims, the employer (company) shall consolidate and submit the claims according to two half-yearly cycles, within 3 calendar months from the end of each qualifying period:

Claim Cycle 1: For programmes completed from Jan to June of the year, employer (company) must submit their Representatives claims between July to September of the same calendar year;

Claim Cycle 2: For programmes completed from July to December of the year, employer (company) must submit their Representatives claims between January to March of the next calendar year.

Every effort has been taken to ensure that this publication was accurate at the time of printing. We will not be liable for any errors or omissions in this publication. FP reserves the right to vary or cancel the course if the minimum number of candidates are not met, or where the occasion necessitates. FP accepts no liability if, for whatever reason, the course does not take place. IBF-FTS Funding support and SkillsFuture Credit are subject to qualifying conditions and requirements set by the authorities. FP accepts no liability for any claims applications declined for any reasons.

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