Continuing professional education
Licensed representatives in Malaysia's capital market, meaning Capital Markets Services Representative's Licence (CMSRL) holders, and employees of registered persons (ERPs) must earn 20 CPE points a year under the Securities Commission's continuing professional education (CPE) requirements.
Every course on this page carries SIDC CPE points, shown on its card, so you can plan your CPE hours in one place.
Read the SIDC CPE requirements guideEach course shows its SIDC CPE points, and FIMM CPD points where they apply.
Ask us when a course runs next, or have it run for your team online or at your office.
Courses span markets, products, regulation and professional practice.
Ogos Learning runs SIDC CPE-approved courses for Capital Markets Services Representative's Licence (CMSRL) holders, with attendance uploaded to SIDC's CPE Tracker. This page lists 31 of them, including past live sessions; ask us when a past course runs again.
Ogos Learning has trained teams at more than 10 of Malaysia's licensed commercial banks. Founder and principal trainer Jin Yoong Chong, CFA, is an HRD Corp accredited trainer who has run accredited CPE courses for capital market licence holders since 2010. He has served as President of the CFA Society Malaysia and authored the PKMC Module 2, 3 and 4 textbooks with AICB.
About Jin Yoong Chong, CFASorted by CPE points, highest first.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, and instructor-led PowerPoint presentation.
Although technical analysis is often used for short term trading, it does not mean that it cannot be used as an investment tool for longer term basis. Technical analysis could be used to complement fundamental analysis to confirm the trend and price movement. By studying technical analysis indicators, investors would have a better understanding of the supply and demand in the stock market. At the end of the course, the speaker would be applying the technical indicators to the real-life examples from the Malaysian stock exchange so that the participants would have a better understanding of technical analysis. The speaker would also be sharing on the limitations of technical analysis as the technical analysis may not be accurate all the time. Although technical analysis is an important tool for analysis, fundamental analysis would need to be taken into account to make a more informed decision making in stock investing.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation. Date: 22 Sep 2021 (1pm - 6pm)
A 3-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 3-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
Although technical analysis is often used for short term trading, it does not mean that it cannot be used as an investment tool for longer term basis. Technical analysis could be used to complement fundamental analysis to confirm the trend and price movement. By studying technical analysis indicators, investors would have a better understanding of the supply and demand in the stock market. At the end of the course, the speaker would be applying the technical indicators to the real-life examples from the Malaysian stock exchange so that the participants would have a better understanding of technical analysis. The speaker would also be sharing on the limitations of technical analysis as the technical analysis may not be accurate all the time. Although technical analysis is an important tool for analysis, fundamental analysis would need to be taken into account to make a more informed decision making in stock investing.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation. Date: 7 July 2021 (9am-1pm)
Wonder what are the criteria used to identify equity stocks that are more resilient? Want to learn the basics of stock investing? Have a keen interest to learn how to manage a portfolio of stocks? The speaker has been working in the investment industry for more than 12 years would be sharing her experience in the basics of both fundamental and technical analysis. She would also be sharing her experience both from the buy side (former fund manager in an asset management firm & insurance) and sell side (former equity analyst in the research department) to give a better understanding of equity portfolio management.
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation. Date: 6 April 2021 (2pm – 6pm)
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation. Date: 26 January 2021 (2pm – 6pm)
A 4-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation. Date: 26 January 2021 (2pm – 6pm)
A 2-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
Mergers and acquisitions refers to the purchase, sale, and combination of companies and their assets. M&A facilitates a company's ability to continuously grow, and evolve with ever-changing market conditions, industry trends, and shareholder demands. When the economy perform strongly, M&A activity tends to increase due to increased company management confidence and ease of obtaining financing. Buyers seek to allocate excess cash, and take advantage of favourable capital markets conditions, while sellers look to monetize their assets or exit non-strategic businesses. This course provides participants with an overview of M&A, why it is done and the different methods and strategies used. Photo by dylan nolte (https://unsplash.com/@dylan_nolte?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) on Unsplash (https://unsplash.com/s/photos/corporate?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText)
Mergers and acquisitions refers to the purchase, sale, and combination of companies and their assets. M&A facilitates a company's ability to continuously grow, and evolve with ever-changing market conditions, industry trends, and shareholder demands. When the economy perform strongly, M&A activity tends to increase due to increased company management confidence and ease of obtaining financing. Buyers seek to allocate excess cash, and take advantage of favourable capital markets conditions, while sellers look to monetize their assets or exit non-strategic businesses. This course provides participants with an overview of M&A, why it is done and the different methods and strategies used. Photo by dylan nolte (https://unsplash.com/@dylan_nolte?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) on Unsplash (https://unsplash.com/s/photos/corporate?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText)
A 2-hour webinar consisting of pre and post-assessment, case study and instructor-led PowerPoint presentation.
The term helicopter money has become more common in the current economic depression. The use of helicopter money and trillion dollars of stimulus are linked to Modern Monetary Theory (MMT). MMT is an unconventional economic concept that differs from mainstream economics. One core idea in MMT is that countries such as the United States that uses a fiat currency and have a monopoly to supply it are be able to print as much money as they need. In the 1990s, the concepts promoted by MMT are viewed as opposed to conventional economics. Recent actions from central banks and regulators around the world since the Global Financial Crisis in 2008 have actually moved these controversial ideas to the mainstream. Now with the Covid-19 pandemic and impending global depression, MMT has now become the default policy actions for governments and central banks around the world. Are these policy actions effective? What are the advantages and disadvantages? What is the impact to the capital markets both in Malaysia and around the world? These are the questions that will be answered for participants of the course. Photo by Phil W (https://unsplash.com/@benzel?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) on Unsplash (https://unsplash.com/s/photos/helicopter-money?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText)
The increasing awareness of Bitcoin (and cryptocurrencies in general) has led to the popularity and success of ‘Initial Coin Offerings’ as an alternative means of capital raising. It is commonly known by the abbreviation ‘ICO’ and as at Nov 2017, more than USD3.6 billion has been raised. The number and types of projects seeking funding through an ICO has exploded over the last couple of years and this growth shows no sign of slowing down until recently. Regulators have imposed restrictions and even outright bans on ICOs in certain jurisdiction, tempering somewhat the pace of ICO offerings. With over 1000 coins available on different exchanges and more on the way, it presents a challenge for investors considering this brand new asset class. This course aims to provide participants with an understanding of the mechanics in capital raising via the ICO method Photo by Zoltan Tasi (https://unsplash.com/@zoltantasi?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText) on Unsplash (https://unsplash.com/s/photos/ethereum?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText)
Yes. Ogos Learning runs SIDC CPE-approved courses for Capital Markets Services Representative's Licence (CMSRL) holders, with attendance uploaded to SIDC's CPE Tracker. 31 courses with SIDC CPE points are listed on this page.
CMSRL holders and employees of registered persons need 20 CPE points in each CPE year, which ends on the licence anniversary date. Excess points cannot be carried forward.
SIDC-CPE shows the CPE points the course carries. Where a course also carries FIMM CPD points, the card shows them as FIMM-CPD.
Live courses run online on scheduled dates. The session date is shown on each course card.
