Associate REIT Investment Advisor (ARIA)

Associate REIT Investment Advisor (ARIA)

Here are the highlights of this course:

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

  • Understand the 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 fundamental and technical 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.

*S$240 after 80% IBF-FTS funding.
(U.P. S$1,200)
Subject to GST. T&C Apply.

For more details, please email to enquiries@fp-edu.com.

–  80% of direct training cost for Singapore Citizen below 40 and all PRs, who are eligible for the IBF-FTS funding;
–  Singapore Citizens aged 40 years old and above will be eligible for 90% co-funding of direct training costs.

If you are  licensed Agents or Representatives in financial industry, IBF allows personal payment of the nett fee with a letter of support from your principal company upon registration. If you are an employed staff, only employer-sponsored courses are eligible for the funding. FP will assist to claim for the IBF-FTS Funding. Students have to fulfil the funding requirement, or the full course fee should be claw back by the training provider.Individuals may use the SkillsFuture Credit to pay the 20% nett course fee if available.

*TAG is at the rate of S$10 per training hour from Jul 2021 till Jun 2022. Company-sponsored candidates (or eligible candidates with Letter of Support) may get the TAG via company submission.

Eligible Individuals#
  • Only company-sponsored individuals+; and Include licensed representatives such as insurance agents, financial advisers, and remisiers supported by FI principal and General insurance (GI) agents registered with the General Insurance Association’s (GIA) Agent Registration Board
  • Singapore Citizens or Singapore Permanent Residents, physically based in Singapore; and
  • Successfully completed FTS recognised  programme (including passing all relevant assessments and examinations).

For full details, please visit IBF website 

This 1-day program is delivered through short-structured lectures, case studies and group discussions. There will be an online assessment at the end of the program. Upon completion of this program, you will be awarded with 8 non-core CPD Training Hours, the Certificate of Completion, and the use of Associate REIT Investment Advisor (ARIA) designation.

Learners who completed this program will also be part of an exclusive alumnus, and gain access to our regular alumni meetings to be informed of the latest developments in the practice. There would also be workshops conducted by various practitioners in related fields.

Date

Aug 04 2022
Expired!

Time

9:00 am - 6:30 pm
Category

Organizer

Financial Perspectives
Phone
+65 8111 7890
Email
enquiries@fp-edu.com
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Facilitator

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