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Master Course Description and Syllabus For Email Inquiries and Students PDF
Master Course Description and Syllabus For Email Inquiries and Students PDF
Goals:
To help realize that each Filipino can accumulate and build wealth for self and
family
To provide an independent, unbiased financial & stock market education
To promote public trust & appreciation on the Philippine Stock Market
To help level and balance the stock market playing field
To help enhance the culture, quality and professionalism in the stock market
industry
To help improve the number of informed & quality investors
To help lift educational attainment of the marginalized sector
To help bridge the gap between the academe and the equities market industry
To help increase stock market awareness and conversion of market players and
investors to ultimately help increase liquidity in the Philippine Stock Exchange
ABOUT US
We advocate a Scam Free Philippines.
SMS Foundation, Inc. advocates a Scam Free Philippines through financial education,
specifically stock market. We teach short courses and is currently partnering with
associations and universities to deepen its purpose of providing a continuing
professional education or CPE.
The SMS, is the first and only stock market school in the country, a SEC-registered
training company since 2011 but has been in the service for the investing public since
2007. Our dream is to help achieve a Financially Literate & Scam-Free Philippines.
We work for the fulfillment of this dream by providing quality & inexpensive market
education to help level and balance the stock market playing field, increase investors
trust, public appreciation and ultimately, convert spectators & students into intelligent
investors and market professionals.
One of the distinct characteristics of the Stock Market School (The SMS) is its
independence. Despite our core faculty being accredited by PSE Trading Participants
as SEC licensed CSRs or Certified Securities Representatives, we maintain our
independence from brokerage firms and from the Stock Exchange since we believe that
its a very important factor to be unbiased, balanced and effective teachers of stock
market and stock market trading.
This principle is based on the fact that, each trade no matter how small, will redound to
the entire system for the eventual development of the local market, the entire economy
then the entire country. Overtime, personal benefits will also be secured.
With more than 15 years of market experience, several cycles of the bulls and the
bears were already witnessed and thus, these mentors are already very equipped to
teach all social hierarchy not just with the knowledge but the wisdom, colorful life
STOCK MARKET SCHOOL
lessons and the industry culture showing some market rudiments in the Philippine
setting. Most of these information could never be found in textbooks.
With love of country, fellowmen and industry, we are convinced that our market
education efforts will help exponentially increase the number of market professionals
and informed-educated investors that will in turn help increase market liquidity which will
ultimately develop the Philippine Stock Market. Over the years, our daily peso value
turnovers remained very thin (est. within PHP10B-15B daily average) compared to our
neighboring markets.
Improved and large market liquidity is a key factor for a healthy and developed market.
This is also the only way that the investing public can make money in stock trading and
investing. .
To date, we have already helped a few thousand new market enthusiasts through
briefings and school road shows (Davao City, Cebu, Tarlac, Manila) and graduated
more than 200 professionals through the 6-month Stock Market Specialist Course.
Majority of our graduates are now trading while some are now market professionals as
licensed traders and analysts.
We have a 90% passing rate in the SEC licensure of brokers or CSR examination.
At present, we are on our 12th run with the Stock Market Specialist Course since we
have started batch 1 in November 2011.
Media Trust
The industry and the Media have already noticed our credentials and initiatives. Local
and foreign business TV shows have covered the story of Stock Market School and
featured us on television for several times. (GMA-7, ANC Business Nightly, On the
Money, Solar TV, Global News Network).
Local newspapers are also constant callers for market outlook and stock picks
(Business World, Malaya, Inquirer, GMA News Online, etc.)
In the past, Ateneo Law Students; Business World Reporters, Treasury Department of
Meralco, Financial Consultants of Sunlife of Canada, RFP students were among the
significant groups that we have shared our expertise with via stock market seminars.
Succeeding 2015 Schedules: June 27, July 25, August 29, Sept 26, Oct 31, Nov 28, Dec 19
Fees: php35,000 with free Trading Account worth php5,000, Free 9-unit (3 subjects) credits in
MBA in Capital Markets of Lyceum of the Philippines University worth php28,000
Payment Scheme: One-time payment in cash or credit card; or down payment of Php20k and
the balance of Php15k to be secured by post-dated check payable every after 15 days (15th, 30th,
and 15th of the succeeding month after enrolment date).
if you dont like Math and Valuation but still want to achieve that skill to be a successful stock
trader, this course is for you.
Succeeding 2015 Schedules: June 27, July 25, August 29, Sept 26, Oct 31, Nov 28, Dec 19
Fees: Php35,000 with FREE Php5k worth of trading account under your name and FREE
Php28k worth of 9 units of MBA in Capital Markets(LPU) equivalent to 3 professional subjects.
Payment Scheme: One Time Cash Payment; credit card or instalment with 50% down payment
and balance to be secured by PDC)
A 3-day course Ideal for busy individuals, businessmen, OFWs and foreigners with limited time and
erratic schedules. Participants can choose their own schedule subject to the availability of mentors.
Venue is Makati Area. For other venues, a pre-agreed agreement is necessary. Core topics are as
follows:
Day 1 PRAC. 1 - UNDERSTANDING THE PHILIPPINE STOCK MARKET INDUSTRY. 123s OF TRADING & HOW
TO READ THE STOCK MARKET.
Day 3 PRAC. 3 UNDERSTANDING TECHNICAL ANALYSIS. READING CHARTS & MARKET TRENDS;
KNOWING THE LISTED COMPANIES, WHO IS WHO IN THE PHILIPPINE STOCK MARKET AND WHY DO YOU
CARE ABOUT THIS. WHAT ARE ITS IMPACT ON THE STOCKS THAT YOU TRADE.
A 3-day course similar to the mentoring but will be taken by group in a classroom setting. Core topics
are the same as follows:
PRAC. 1 - UNDERSTANDING THE PHILIPPINE STOCK MARKET INDUSTRY. 123s OF TRADING & HOW TO
READ THE STOCK MARKET.
PRAC. 3 UNDERSTANDING TECHNICAL ANALYSIS. READING CHARTS & MARKET TRENDS; KNOWING
THE LISTED COMPANIES, WHO IS WHO IN THE PHILIPPINE STOCK MARKET AND WHY DO YOU CARE
ABOUT THIS. WHAT ARE ITS IMPACT ON THE STOCK THAT YOU TRADE.
6. Technical Analysis
Applied Stock Valuation analysis using charts and technical indicators
Participants will learn to classify stocks to see which can be traded effectively using TA.
Professionals
Businessmen
Students
(no educational attainment required)
7. Fundamental Analysis
This will help participants to understand what are the fundamental factors (macro/micro; positive or
negative) that need to be analysed in order to predict the direction of the market and the movement of
its prices and volume.
On the micro side, this lesson will show all the listed companies in PSE and their respective performance
as companies and as stocks. Rankingswill be done to show and identify companies by Management,
Business Models, who has the biggest assets, liabilities, profits, dividend yield as well as comparative
financial ratios to determine which stocks are cheaper or expensive and therefore which can be bought
value for money, which ones are already bankrupt. Listed companies will be presented by industry,
making it easy to see better companies within the same categories.
Schedule: 2nd and 3rd Saturdays (4hrs per meeting) of each month.
2015 Schedule: June 13 and 20; July 11 & 18; August 8 & 15; September 12 &19; Oct 10 & 17;
November 14 & 20; December 12 & 19.
Fee: php6, 000
10. ISEED Tour (International Stock Exchangevisits & Educational Tour abroad)
Explore Education and Investment Opportunities through international travel and stock exchange visits
and seminars abroad. Travel schedule is 2-3x per year.
Country: Singapore
Schedule: June 2, 2015 (3 days)
Fees: php23,500
Requirement: Email letter of intent with attached passport to stockmarketschool2013@gmail.com
11. FREE stock market briefing & stock market career advice at our registration office.
(by appointment)
Learning Fee may Deposit to the following Banks under Account Name: Stock Market School
Foundation, Inc.