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What does the course cover? The course consists of 27 modules. It starts with investment basics but also covers intermediate and advanced topics. Here's a detailed list of what you can expect in your course: Module 1 - Introduction to investing on the JSE Investing provides an exciting alternative to the traditional way of making money - the first module shows why.
Module 2 - Listed Companies on the JSE You’re going to need some background to the JSE and how companies are listed. How does investing on the stock market benefit you? This module answers this question and more.
Module 3 – The Company as the basic structure for listed businesses If you decide to invest in the shares of a company, it is important that you know what a company actually is: how it is formed, how it functions and how you play a role. Discover what rights you have as a shareholder:
Module 4 - Share Basics You need to know some basics before you can start investing. Learn some important terms, how accurate share prices are and when and why they move up and down.
Module 5 - Trading on the JSE You’ve learnt the basics and now need the hard facts. How do you open a stockbroker’s account? How do you purchase and sell a share? Various advantages and disadvantages are listed here:
Module 6 - Introduction to fundamental analysis Before you become a shareholder in a particular company, it is necessary that you do careful research about the actual company and its future potential. Learn how to analyse a a company’s financial statements so that you can decide whether it will be a worthwhile investment.
Module 7 - Tracking the market You need to be on top of your game when it comes to tracking the stock market. The best way to determine the general direction of the market is to follow and understand what the market is doing everyday.
Module 8 - Introduction to the financial accounts of a company Before you buy shares in a particular company, it is necessary that you understand how to analyse their financial accounts. This will give you, as a potential investor, a good understanding of the company and the direction they are taking.
Module 9 - Introduction to Financial Ratios Financial ratios are historical in nature and are generally a good indicator of how a company has performed in the past few years. Develop a clear understanding of a ratio by looking at its relevance to previous years and with similar companies.
Module 10 - Basic investment principles It is important that you remain flexible in your approach to stock market investing. It is also vital that you identify and put into practice those investment principles that will ensure success.
Module 11 - Fundamental analysis of a listed company Using an example of a listed company, explore and discover how to make an in-depth analysis of the company’s annual report.
Module 12 - Basic Introduction to technical analysis Technical analysis is based on the assumption that the value of a share is not important. Why is this and what approach does a technical analyst adopt? This question is answered here.
Module 13 - Money management strategy There are various risks involved when you decide to invest your money. You need a plan of action and a well defined investment and money management strategy that will help reduce these risks and maximise your portfolio returns over a long period of time.
Module 14 - How to select a shortlist of shares Once you have established your investment objectives, the next step is deciding what shares you will select to invest in. Various sources provide you with the necessary information in order to make this decision.
Module 15 - Worksheets Complete these three easy to use worksheets as a basis for share selection and how to monitor your portfolio.
Module 16 - Examples of winning strategies of top investors “A successful trader is rational, analytical, able to control emotions, practical and profit orientated.” Find out who said this and other inspirational quotes and valuable tips.
Module 17 - Various economic and market statistics to put things into perspective
Module 18 - Basic economic theory Every business functions in an economic environment. As an investor, you need to have a good understanding of the economy before you consider investing your funds in a listed company.
Module 19 - Corporate restructuring Companies are constantly looking for ways to add value to shareholders. Acquiring companies and then selling them off can make the enlarged company more valuable. However, this corporate restructuring comes with its own set of problems which the investor needs to be aware of.
Module 20 - Personal planning Investors and active traders need to be aware of various income tax considerations when buying and selling shares. Include this process in your personal planning phase.
Module 21 - Other investments You have a clear understanding of shares at this stage. Learn more about other investments or traded instruments that you could invest in.
Module 22 – Forwards and Futures
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