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For Registration & Enquiries:
En. Asraf Abdul RahmanEmail : [email protected] : 03 - 2171 2304
En. Muhamad Masri Bin MustaffaEmail : [email protected] : 03 - 2171 2304
PNB Investment Institute
January - March 2017JanuaryPNBi
- March 2017January -PNBi Workshop Calendar
NO TOPIC SPEAKER CompetencyLevel* PRICE (RM) SIDC-CPE APPROVE DATE
1 DATA ANALYSIS - INVESTMENT ANALYSTS’ PERSPECTIVES
DAVID MEOW I 1,000 10 CPE POINTS 17 JAN
2 PRICE IS WHAT YOU PAY, VALUE IS WHAT YOU GET JAGDEEP SINGH I 1,000 10 CPE POINTS 24 JAN
3 MFRS 9 CLASSIFICATION AND MEASUREMENT –PRESENT AND FUTURE REQUIREMENTS
JUSTIN ONG I 1,000 10 CPE POINTS 7 FEB
4 TECHNICAL ANALYSIS SERIES: THE BEST OF THE OLD AND THE NEW
NABIL FIKRI A 1,000 10 CPE POINTS 27 FEB
5 TECHNICAL ANALYSIS SERIES: TRADING THE MODERN WAY
NABIL FIKRI A 1,000 10 CPE POINTS 28 FEB
6 DEEP DIVE IN ANALYSING BANKING INDUSTRY – FROM ANALYST PERSPECTIVE
JUSTIN ONG A 1,000 10 CPE POINTS 9 MARCH
7 MERGERS AND ACQUISITION AND JOINT VENTURES : AVOIDING THE LEGAL PITFALLS
JEREMIAH RAVINDRAN .
I 1,000 10 CPE POINTS 15 MARCH
8MANAGING THE RISK AND EVOLUTION IN ANTI MONEY LAUNDERING AND COUNTERING TERRORISM FINANCING
VIJAYARRAJ KANNIAH
A1,000 10 CPE POINTS 16 MARCH
9 NEUROFINANCE_-THE UNKNOWN SIDE OF HUMAN BEHAVIOUR IN INVESTMENT DECISION MAKING
JAGDEEP SINGHA
1,000 10 CPE POINTS 29 MARCH
January - March 2017JanuaryPNBi
- March 2017January -PNBi Workshop Calendar
I = IntermediateA = Advance*
ProgrammeProgramme Details
Objective • Practice the use of super advanced Excel functions & techniques used by business analysts in real-world financial data analysis and modeling• Formulate Microsoft Excel - Spreadsheet for financial analysis, financial modeling and Quantitative data analysis.
Content
Session 1: Return Distribution • Mapping daily returns from investments (e.g. equity prices and indices)• Analyzing return distributions for various investments in equity, commodities, bonds and foreign exchange rates• Computing Means, Modes, and Medians for investment returns• Finding Values, Ranks, and Percentiles• Computing Standard Deviations and Variances and the application of Normal• Distributions and t-distributions for investment returns.
Session 2: Variance Analysis • Apply Analysis of Variances (ANOVA) Model for forming price predictions and developing pricing models.• Performing Hypothesis Testing on market returns and performance measurement.
Session 3: Building Pivot Table Formulas• Using Pivot table for analyzing market data• Building Pivot Table Formulas for research analysis and to establish investment styles• Apply visualization using Pivot functions for presentation
Session 4: Ten Tips for Visually Analyzing and Presenting Data• Apply visualization tools in Excel for presentation in investment research.• Dashboard and dynamic charting for the investment researcher.
Speaker DAVID MEOWMBA (UK), CFA, FRM, ACMA, CA (M), CFP
17 January 2017, Training Room 1, PNBi17 January 2017, Training Room 1,
DATA ANALYSIS 17 January 2017, Training Room 1,
DATA ANALYSIS –17 January 2017, Training Room 1, PNBi17 January 2017, Training Room 1, 17 January 2017, Training Room 1,
– INVESTMENT ANALYSTS' PERSPECTIVES 10 CPE10 CPEPOINTS
24 January 2017, Training Room 1, PNBi
Objective
• Appraise the key tenets of modern finance and evaluate their applicability in today’s ever changing world.• Compare and contrast value and growth investing. Describe the merits and demerits of the respective investing styles. • Distinguish between the process and outcome in investing. Identify the appropriate way to think about valuation and risk and how to avoid the dangers of
growth investing.• Describe the attributes of a poor investment and the pit falls to avoid as an investor.
Content
Session 1: Myths of Value • A review of popular financial models and tools : Is all that we have come to hold dear in financial markets outdated? • The CAPM model , Discounted Cash Flow Analysis revisited, • The distinctions between value and growth. Is value riskier than growth?
Session 2: The Foundations of Value Investing• A top down vs bottom up approach to investing• Clear & Present Danger – The trinity of risk• The pitfalls of Overpaying for Growth & Glamour Stocks• The psychology of bear markets • The behavioral stumbling blocks to Value Investing
Session 3: The Philosophy of Value Investing• The Tao of value investing – 10 key principles to consider• An alternative point of view – focus on the process not the outcomes • Dare to be dull, beware of the Man of Action• The Bullish bias and the need for Scepticism
Session 4: Traps to avoid in Value Investing • Low value vis a vis sales and book value• Indicators of false value – pitfalls of cooked books • The classic definition of a bad investment
Speaker JAGDEEP SINGHCFA, FRM, ACFE, CIMA, CFP
24 January 2017, Training Room 1, PNBi
PRICE IS WHAT YOU PAY, VALUE IS WHAT YOU GET 10 CPE10 CPEPOINTS
7 February 2017, Training Room 1, PNBi
MFRS 9 CLASSIFICATION AND MEASUREMENT MFRS 9 CLASSIFICATION AND MEASUREMENT –
7 February 2017, Training Room 1, PNBi
MFRS 9 CLASSIFICATION AND MEASUREMENT PRESENT AND FUTURE REQUIREMENTS
Objective• To describe the requirements of each component under MFRS 9 Financial Instruments• To describe the requirements of classification and measurement of financial assets and liabilities • To discuss the difference between MFRS 139 and MFRS 9 requirements• To apply the new standards on different financial instruments (via case study)
Content
Session 1 : Overview of MFRS 9 Requirements • Background • Classification and Measurement of Financial Assets and Financial Liabilities • Impairment Methodology (Expected Credit Loss) • Hedge Accounting
Session 2 : Classification of Financial Instruments• MFRS 139 requirements and key changes made under MFRS 9• Solely Payments of Principal and Interest (SPPI) Test • Business Model Test• Fair Value Option
Session 3 : Classification of Financial Instruments• Fair Value Through P&L (FVTPL)• Fair Value Through OCI (FVOCI), with recycling • Fair Value Through OCI (FVOCI), without recycling• Amortised Cost• Case Studies
Session 4 : Measurement of Financial Instruments • Case Study of Amortised Cost• Case Study of Fair Valuation of Bond• Case Study of Fair Valuation of Equity • Case Study of Fair Valuation of Derivatives
Speaker JUSTIN ONG KHCFA, FRM, CA(M)
10 CPE10 CPEPOINTS
27 February 2017, Training Room 1, PNBi27 February 2017, Training Room 1, PNBi
TECHNICAL ANALYSIS SERIES: THE BEST OF THE OLD AND THE NEW
Objective
• To understand the new dynamic of financial market• To understand the concept of cycle• To identify the next bottom or trough of cycle• To learn on how to analyse market based on Relative Strength• To understand the advantages and disadvantages of Relative Strength
Content
Session 1: The rise of the Quants and how to benefit from it?• This session is about the current dynamic in the financial markets. It is about the rise of quants or algorithmic trading. Technical analysis is still valid in this
environment but need to adapt to the new environment even in trading. Quantitative analysis need to combine with technical analysis
Session 2: Advanced tools of Technical Analysis are always valid• This session is about getting to know the advanced tools of Technical Analysis. These will help participants to know that technical analysis have advanced
tools rather than the basic ones. Participants will be given an introduction on Elliot Wave, Gann Theory, Market Profile, Ichimoku, Point and Figure, Cycle and Intermarket Analysis.
Session 3: Cycle - Identifying and measuring it• This session will help participants to gain understanding theory of cycle from the technical perspective and psychology behind it. On top of that, they are
going learn on how to identify and measure cycle.
Session 4: Definition of intermarket analysis and the movement of financial assets• This session will help participants to understand the movement of asset classes and its effects to the equity market. They are also going to learn the
theory of business cycle
Session 5: Using Relative Strength to find the next wave • This session will help participants to find the next wave in stock market movement. It is also finding the next outperformer stocks.
Speaker NABIL FIKRI NOOR ISKANDARB.Eco (First Class) IIUM
10 CPE10 CPEPOINTS
TECHNICAL ANALYSIS SERIES: TRADING THE MODERN WAY
Objective
• Using chart pattern in analysis and trading• Learning on newer version of Channel • Learn about trend and how to identify it• Using Heikin-Ashi in trending market• Types of Band• Suing Bollinger band in analysis and trading• Creating a system based on the topics in the module• To show that technical analysis is an alternative tool not a holy grail system
Content
Session 1: Looking at the big picture through Chart Pattern• This session will help participants on how to look at the bigger picture using chart pattern. Besides that, learn on how to identify and trade based on chart
pattern.
Session 2: Using the upgraded version of Channel into your analysis and trading• This session will help participants to differentiate between old and new channel techniques. Besides that, learning on how to use the new technique
in analysis and trading.
Session 3: Making money in a trending market through Heikin-Ashi• This session will help participants to learn about type of trends and Heiking-Ashi. Participants will learn to use Heikin-Ashi in trading.
Session 4: Trading using Bollinger Band• This session will help participants to learn on how to use Bollinger Band in their trading strategy. It is also will be another tool to know the trend of
the stock.
Session 5: Combining all topics into one trading system • This session will combine all the topics into one system. It will also remind that this approach it is an alternative to their own current system. A
combination of both fundamental and technical analysis would provide a better analysis. In this session too, participants would be given a task to find a stock based on all topics in this module.
SpeakerNABIL FIKRI NOOR ISKANDARB.Eco (First Class) IIUMDiploma in Technical Analyst from Society of Technical Analyst, UK
28 February 2017, Training Room 1, PNBi10 CPE10 CPEPOINTS
Objective
• To understand the financial statements of a bank and discuss various key important line items• To discuss the macroeconomic trends and how will they affect banking industry • To calculate key financial ratios and perform analysis of a bank• To explain the future regulatory changes (i.e. financial reporting and Basel) that will have significant impacts to the outlook of banking industry
Content
Session 1 :Bank Financial Statement Overview• Overview of key banking line items.• Anatomy of a bank’s financial statements
Session 2 :Evaluating Macroeconomic Trends• How key economic conditions affect bank performance• Understanding previous cycles and their application to current conditions
Session 3 :Assessment and Analysis • Key earnings measurement/ ratio • Asset quality management and measurement • Capital adequacy measurement • Liquidity management and measurementSession 4 :Impact of upcoming regulatory and financial reporting standard changes• BNM/ Basel 3 Capital Adequacy Framework• BNM/ Basel 3 Liquidity Management Framework• IFRS 9 Financial Instrument
Speaker JUSTIN ONG KHCFA, FRM, CA(M)
9 March 2017, Training Room 1, PNBi
DEEP DIVE IN ANALYSING BANKING INDUSTRY DEEP DIVE IN ANALYSING BANKING INDUSTRY –
9 March 2017, Training Room 1, PNBi
DEEP DIVE IN ANALYSING BANKING INDUSTRY FROM ANALYST PERSPECTIVE 10 CPE10 CPE
POINTS
15 March 2017, Training Room 1, PNBi
MERGERS AND ACQUISITION AND JOINT VENTURES :
15 March 2017, Training Room 1, PNBi
MERGERS AND ACQUISITION AND JOINT VENTURES : AVOIDING THE LEGAL PITFALLS
Objective
• To examine the structure of a commercial contract.• To describe the contractual risks and their mitigations.• To list down the scope of due diligence in M&As and JVs. • To discuss various contracts and clauses for joint ventures and strategic alliances. • To recognize key elements in an international contracts.• To analyze the impact of the Competition Act on M&A and JV agreements.
Content
Session 1 : Analyzing the Structure of a Commercial Contract• Reviewing the types of contracts• Identifying the contents of a contract• Analyzing the essential principles underlying contracts• Evaluating standards terms in commercial agreements
Session 2 : ldentifying and Mitigating Contractual Risks• Handling pre-contract risks• Understanding legal and commercial risks within the contract• Reviewing cross-border issues, including laws, & culture• Evaluating methods for contractual risk allocation
Session 3 : Conducting and Managing Effective Legal Due Diligence in M &As and JVs• Purpose and scope of M&A and JV legal due diligence in Malaysia• Why due diligence?• Adequacy of scope• Planning an effective due diligence strategy
Session 4 : Joint Ventures and Strategic Alliance• What are the essential considerations when entering into a joint
venture• Key pointers for handling negotiations and dealing with compliance
and regulatory issues• Drafting various contracts and typical clauses• Critical clauses to be incorporated in a JV and Shareholders Agreement• Exits and termination – What to do if things go wrong
Session 5 : The Competition Act and its impact on M&A & JV Agreements• Understanding the Competition Act• Dealing with Horizontal & Vertical Agreements• Abuse of Dominant Position• Section 4 and Section 10 Prohibitions• Examining the indirect impact on M&A and JVs
Speaker
Mr Jeremiah RavindranLL.B (Hons) University of London(C.L.P.) from the Legal Profession Qualifying Board of Malaysia Masters of Law (LL.M) University Malaya
10 CPE10 CPEPOINTS
16 March 2017, Training Room 1, PNBi
MANAGING THE RISK AND EVALUATION IN ANTI MONEY
16 March 2017, Training Room 1, PNBi
MANAGING THE RISK AND EVALUATION IN ANTI MONEY LAUNDERING AND COUNTERING TERRORISM FINANCING
Objective• Recall practical issues relating to the law, risk & opportunities for money laundering & financing of terrorist. • Discuss further insight into emerging & continued trends of money laundering & terrorism financing to establish an effective global compliance• Relate further to completed and on-going cases and the latest updates in BNM & SC Guidelines involving money laundering and terrorist financing.
Content
Session 1 : Overview of money laundering & terrorism financing• Money laundering & terrorism financing whether has it reduced /mitigated effectively • World known money launderers and a practical inside on a local money launderer• New generation of money launderers and the challenges in detecting evolved methods
Session 2 Anti-Money laundering & anti-terrorism financing act & regulations 2001 • Incorporation of “Regulations” in AMLAFTA 2001 & its implications• The challenges under AMLAFTA 2001 & Reporting Institutions Obligations • Is evasion of income tax an offence under AMLATFA and the need to report under Suspicious Transactions Report
Session 3 : Legal aspects of mutual assistance & strategic trade act in AMLATFA matters• Latest amendments to BNM UPW/GP1 & SC Guidelines and its implications on reporting institutions which includes • Conducting effective ongoing Customer Due Diligence. • Circumstances where enhanced Customer Due Diligence is required & importance of CDD compliance • Customer identification & verification requirements & CDD procedures
Session 4 : Compliance requirements on AML/CFT by BNM & SC• Detection & identification of suspicious transactions & the need to defer establishing business relationship with a new customer until CDD is completed
satisfactorily.
Speaker Vijayaraj KanniahLLM, UMBSc(ECON), CLP, CCP (IBBM),CCPi (IBFIM), CLI, CII
10 CPE10 CPEPOINTS
Objective
• To identify and contrast the key assumptions of human behaviour in traditional finance/economic models and the neuro finance framework• To describe the main psychological biases and the role of heuristics that affect the decision making process. • To apply psychological research findings to better explain finance anomalies. • To recognize the influence of social interactions and sentiment in the development of financial bubbles
Content
Session 1 : Homo Economicus - Rationality is over-rated • Why evolution has made the concept of rationality an intellectual construct• What can we learn from how our brain operates • The Behaviour Gap – Why we are destined to make mistakes
Session 2 : Cognitive biases & their investment implications –• A whistle-stop tour of the main cognitive biases and heuristics affecting our investment decisions.
Session 3 : Oh What a Feeling • How our emotions affect our investment decisions• Why feeling good may lead to poor investment choices• Can our feelings help us make better decisions
Session 2: Social interactions and investing • An overview of the social psychology of financial behaviour. • Financial and asset pricing bubbles - A discussion of how financial bubbles develop and how we can almost recognise them.
Speaker JAGDEEP SINGHCFA, FRM, ACFE, CIMA, CFP
29 March 2017, Training Room 1, PNBi
NEUROFINANCENEUROFINANCE –– THE UNKNOW SIDE OF HUMAN BEHAVIOUR IN
29 March 2017, Training Room 1, PNBi
NEUROFINANCENEUROFINANCE THE UNKNOW SIDE OF HUMAN BEHAVIOUR IN THE UNKNOW SIDE OF HUMAN BEHAVIOUR IN INVESTMENT DECISION MAKING 10 CPE10 CPE
POINTS
Please tick () TOPIC Date (2017) Course Fee
(RM) No of participant
DATA ANALYSIS - INVESTMENT ANALYSTS’ PERSPECTIVES 17 JAN. 1,000
PRICE IS WHAT YOU PAY, VALUE IS WHAT YOU GET 24 JAN. 1,000
MFRS 9 CLASSIFICATION AND MEASUREMENT – PRESENT AND FUTURE REQUIREMENTS
7 FEB. 1,000
TECHNICAL ANALYSIS SERIES: THE BEST OF THE OLD AND THE NEW 27 FEB. 1,000
TECHNICAL ANALYSIS SERIES: TRADING THE MODERN WAY 28 FEB. 1,000
DEEP DIVE IN ANALYSING BANKING INDUSTRY – FROM ANALYST PERSPECTIVE
9 MAR. 1,000
MERGERS AND ACQUISITION AND JOINT VENTURES : AVOIDING THE LEGAL PITFALLS
15 MAR. 1,000
MANAGING THE RISK AND EVOLUTION IN ANTI MONEY LAUNDERING AND COUNTERING TERRORISM FINANCING
16 MAR. 1,000
NEUROFINANCE_THE UNKNOWN SIDE OF HUMAN BEHAVIOUR IN INVESTMENT DECISION MAKING
29 MAR. 1,000
Please Select Below:-Please Select Below:-Program Registration
PARTICIPANT DETAILS
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BANK TRANSFERMAYBANK Acc : 5140-5717-4099GST : 0005-2995-6864
*Please emailor fax (+60321663406) us the bank-in slip/transfer confirmation together with the completed registration form
FINANCE / HUMAN RESOURCES/TRAINING DEPARMENT APPROVAL
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*SIDC CPE – Security Industry Development Centre Continuing Professional Education.*Group discount of RM100 per participant is available for 3 or more registrations.
* Payment is due before the course commences. No refunds will be given on cancellation of registrations. Substitutesare acceptable. Please send cheque/ letter of undertaking to:
PNB INVESTMENT INSTITUTE SDN BERHADLOT 4.8.4 LEVEL 4, DARBY PARK COMMERCIAL CENTRE
NO 10 JALAN BINJAI, 50450 KUALA LUMPURTel: 603 2171 1984 Fax No: 603 2166 3406
For registration, kindly contact Muhamad Masri D/L: 603 2166 4940 (email: [email protected])
JANUARY – MARCH 2017 PROGRAMME REGISTRATION FORM
Contact Us
For Enquiries:-
Mr. Masri (Registration)03 – [email protected]
Mr. Asraf Abdul Rahman03 – [email protected]
www.pnbi.com.my
PNB Investment InstituteLot 4.8.4 Level 4, PNB Darby ParkNo.10 Jalan Binjai50450 Kuala Lumpur
PNB Investment Institute
