As part of the i30MP by iFAST, advisers will be trained on LGI-iFAST Trigger Point Investment Strategy (LTP).
Date: Wednesday, 15 May 2024
Time: 2.00pm – 5.00pm
Location: iFAST Financial Pte Ltd, 10 Collyer Quay, #26-01 Ocean Financial Centre, Singapore 049315
CPD Hours: 3 hours
The LTP is a quantitative investment strategy that utilises a rules-based approach, specifically focusing on price-to-book ratios to make buy and sell decisions. This strategy adopts a two-pronged approach, consisting of the Wealth Accumulation Plan (“WAP”) and Annual Payout Plan (“APP”). The investment objective of WAP is to achieve long-term capital growth and the investment objective of APP is to generate income during retirement.
The training will be conducted by Veteran Investment Practitioner, Mark Liu.
The training session will include, understanding the strategy, soft skills training on how to present to clients and ending off with the quiz to test advisers' knowledge on the strategy.
Thank you and see you then!
Regards,
iFAST Financial