Stock Market Seminar Philippines

Want to invest in the stock market but don’t know how? Attend MoneySense Live’s Stock Market 101: Fundamental Vs. Technical Analysis on September 27, 2014, 8am-12nn (final date and time) at the The Coffee Bean & Tea Leaf, Burgos Circle, Bonifacio Global City, Taguig City (final venue).

In this seminar, you will learn the basics of buying stocks. There are two schools of thought: one is using fundamental analysis by evaluating the value of a company’s stock through financial statements and financial ratios; the other is through technical analysis by looking at trends and patterns of a company’s stock price using financial charts.

Which one is better? And when should you use them?

By the end of this seminar, you should be able to:

Get a solid understanding of the difference between fundamental and technical analysis
Determine what economic indicators affect the stock market and how to apply them
Learn how to read financial statements and how to use them
Understand which financial ratios are useful in analyzing companies
See how to read stock market charts
Apply trends and patterns in knowing when to buy and sell stocks
Open a stock brokerage account and start investing

While it is impossible to learn everything about stock investing, this seminar will give you the foundation to become a successful stock market investor!

What You Will Learn

Part 1: Fundamental Analysis
A. Macroeconomics

Why fundamental analysis
Using fundamental analysis
Leading Indicators Components
Lagging Indicators Components
The Business Cycle
Industry Analysis

B. Company Analysis

SWOT Analysis
Understanding Financial Statements
Balance Sheet, Income Statement, Cashflow Statement
Financial Ratios

Part 2: Technical Analysis
A. Foundational Theory

Why technical analysis
Using technical analysis
Basic Charting
Types of Charting
Support and Resistances
Patterns and Formations
Oscillators
Introduction to Eliott Wave Theory
Introduction to Gann Theory
Introduction to Fibonacci
Integration

B. Getting Started

Choosing a Broker
Opening an Account
Funding Your Account
Commission and Taxes
Lot Size
Process of Buying and Selling

Who Will Train You

Ricky So, CIS, RFP®

Ricky So, CIS, RFP® has 25 years of experience in the financial services industry. He is currently an Independent Financial Adviser at Rampver Strategic Advisors. He is also Chief Knowledge Officer on Investment Planning of Wealth Management Center for Communications and Research Inc.

Prior to this, he held various positions at Philam Asset Management, Inc., the last of which was SAVP, Head of Training. Ricky was a Portfolio Manager at Queensland Tokyo Commodities, Areas Sales Supervisor at CIGNA Worldwide, Sales Department Head at Imperial Commodities, and an Account Executive at Onapal Philippine Commodities.

Ricky has been exposed to the international market since the early 90’s on futures and forex. He started learning about the US stock market in early 2000, and has been investing in US stocks from 2008 to the present.

Ricky is very active in the financial services community, using his expertise in training financial professionals. Most recently, he is a Lecturer on Managing Equity Portfolio for the Chartered Wealth Manager (CWM®) Program, Training Faculty for RFP Philippines, Portfolio Management Lecturer for AIM-EXCELL Strategic Investmet Management Program, Stock Market & Technical Analysis Lecturer of Global Investor’s Center Philippines, Founder and Facilitator of PAMI Investment Clubs, Lecturer at the Investment Company Representative Certification Seminar.

Prof. Gavin Cheng Lee, CPA, CIA, MSF, CFA

Prof. Gavin Cheng Lee, CPA, CIA, MSF, CFA is the Vice-President for Academic Relations and Program Director of the Chartered Financial Analyst Society of the Philippines, Inc.

He is an Assistant Professor at Department of Accounting and Finance of the University of the Philippines. where he teaches on Fundamental Accounting, Advanced Accounting, Management Accounting, Auditing Theory, Financial Derivatives, Corporate Finance, Macroeconomics, and Financial Risk Management.

Gavin is a Certified Public Accountant (CPA), Certified Internal Auditor (CIA), and a Chartered Financial Analyst (CFA).

He has a Master of Science in Finance degree and a Bachelor of Science in Business Administration and Accountancy degree, both at the University of the Philippines-Diliman.