Education

1 to 1 CFD Coaching

Learn CFDs from our Trading Representatives

One on one coaching is a private tutoring session for brand new investors to learn from experienced trading representatives all about CFD trading. This complimentary learning session is recommended for investors without any knowledge on how to utilize this trading instrument for the oscillating markets.

Come and understand every facet of CFD trading at our own comfortable pace without feeling intimidated by a room full of strangers in a seminar setting.

Interested applicants can select a trading representative from the list below as your one to one coaching mentor. Clients with an existing Phillip Securities trading account may be contacted by their trading representative to assist them in their understanding of CFD trading.

jochoy
Joey Choy
Joey Choy graduated from National University of Singapore with a Bachelor in Mechanical Engineering (2nd Class Upper Hons) and a Minor in Management (Finance). He was introduced to the Stock broking industry in 2007 when he was given the opportunity to work in Goldman Sachs Singapore (Institutional Equity Sales Department) as an Intern. This allowed him to learn from the Elite Sales Traders and Proprietary Traders on the trading floor. Since then, Joey has decided that this Dynamic industry would be the right career choice for him. He has continued to develop his knowledge and competence in the stock market ever since, attending numerous Technical and Fundamental Analysis courses to hone his skills further. As a Remisier in Phillip Securities, Joey is passionate about what he does and believes in going all out for his clients in their stock trading needs. After dealing with him, many clients have become his loyal customers and refer their friends and relatives to him.

Learning Topics
1. CFD Equities trading - The Ultimate Guide
2. Navigating on POEMS and CFD Trader 2
3. Candlestick Charting Technical Analysis - Technical Support and Resistance levels
4. Top Technical Chart patterns and Momentum Indicators to focus on
5. Fundamental Analysis – Top dividend yielding stocks to build your Passive income
6. How to save time from monitoring the markets/stocks by using CFD advanced order types and Pro Trader
7. How NOT to MISS potential trading opportunities even though you are not glued to the screens
8. Risk management – Why Capital Preservation is key
9. How to be disciplined while trading – Protect your profits and cap your losses

Tutor’s Remarks
Client can enjoy the following benefits:
1. Prompt Execution and Professional Advisory in Stocks and Shares trading
2. Access Fundamental and Technical Analysis Research reports from Top Investment banks and brokerages
3. Monitoring your Stock portfolio and stocks you have purchased online or through calling me
4. Sending you Critical Market Depth information (through what’s app) for you to make an informed decision
5. Notifying you immediately of any attractive Technical Analysis trading recommendations through emails and SMS.

Available Slot
Weekdays: 12pm to 2pm, 5pm to 10pm
Weekends: 9am to 10pm
Marcus-Chin
Marcus Yeo Chok Chin
Marcus Yeo graduated from the Royal Melbourne Institute of Technology University with a Bachelor of Business (Economics and Finance).
Currently, he is part of the Equities Dealing Team with Phillip Securities Pte Ltd. He possesses more than 3 years of experience in trading stocks and CFD.
When you really believe the trading is simply a probability game, concepts like right and wrong, win or lose no longer have the same significance. Michael W. Covel

Learning Topics
1. CFD Index Trading
2. CFD Equities Trading
3. Guide on POEMS and CFDTrader 2 platform.

Tutor's Remarks
A. Daily news updates and market outlook
B. Trading Support
C. Able to converse in both English and Mandarin

Available Slot
Weekday: 9am to 7pm
Andy-Tan
Andy Tan
Andy Tan has a bachelor degree (marketing & finance major) from Curtin University of Technology (Australia). He has joined Phillip Securities since 2004. He possesses more than 4 years of experience trading in the stocks and CFD marketing using his own trading strategies and system.

Learning Topics
1. Basic understanding of CFD equities and index market.
2. Using POEMS platform to trade efficiently
3. Introduction of using Phillip CFDTrader 2
4. Basic technical analysis and risk management

Tutor's Remarks
Clients will be provided with the following:
1. Market Outlook and research reports
2. Daily stock picks/ideas
3. Personal trading support and handholding

Available Slot
Weekdays: 10.00am - 8pm
Weekends: 10.00am - 8pm
Peter-Seow-Sim-Hock
Peter Seow Sim Hock
Peter Seow Sim Hock has been involved in share trading for more than 20 years. As a Trading Representative in the last 5 years (this period 2003 to 2008 co-incide with the full bull run and the playing out of the bear market). Learn from him the mistakes made by others and a road map to share investing & trading, and short-selling.

Sub-prime mortgage woes, Lehman brothers' saga, AIG bailout and others; all these provide opportunities for use of CFD. Learn to short-sell and overcome the mindset of just 'long only'.

Learning Topics
1. Introduction to CFD trading

Tutor's Remarks
Clients can enjoy the following benefits
1. Learn strategies to increase your chance of winning

Available Slot
Weekdays: 6pm - 8.00pm
Weekends: 10am - 6pm
Steven-Ong
Steven Ong
Steven Ong has a Diploma In Mechanical Engineering and Diploma In Marketing. He has more than 10 years of experience in trading equities. He uses both technical and fundamental strategies for stock selection and will actively share investment ideas with clients.

Learning Topics
1. CFD Equities Trading
2. CFD Index Trading
3. Technical Analysis
4. Fundamental Analysis
5. 2009 Market Outlook
6. Trading Plans for SG & US markets

Tutor's Remarks
Clients can enjoy the following benefits:
1. Daily email alerts
2. Trading ideas
3. Trading systems & support

Available Slot
Weekdays: After 5pm Weekends: 9am - 2pm
Stephen-Ong
Stephen Ong
Stephen Ong is a Finance Major from National University of Singapore with over 7 years of stock market trading experience and knowledge. Moreover, he has an extensive market interest on trading strategies, fundamental and technical studies.

Learn from him how you can trade CFDs with breakout strategies using key supports and resistance levels to enter and exit trades.

Learning Topics
1. Trend following techniques to generate buy/sell signals
2. Chart analysis techniques using candlesticks formations, patterns recognition and indicators such as Moving Averages and MACD
3. Develop a trading system
4. Money management techniques

Tutor's Remarks
Clients can enjoy the following benefits:
1. Daily outlooks & newsfeeds
2. Comprehensive education
3. Trading systems & strategies support

Available Slot
Weekdays: 1pm - 2pm, 7pm - 9pm
Ng-Teck-Chiew
Ng Teck Chiew
Ng Teck Chiew started trading since 2003 and specialized in using Technical Analysis. Initially, he used charting tools to trace the price movement, price pattern and various indicators to for entry and exit points. Gradually, he moved on to use charting tools to develop his own trading system. Despite the number of people who do not believe in technical analysis, Teck Chiew holds the opinion that this trading tool serves it purpose when interpreted correctly.

He considers himself as a swing trader who trades on short term volatility. He is a broker who shares his knowledge readily thus clients can look forward to a shorter learning curve by learning from him.

Learning Topics
1. Introduction to CFD trading
2. Introduction to POEMS platform
3. Introduction to technical analysis and trading strategic
4. Introduction to charting software (Metastock and PoemsView)

Tutor's Remarks
Clients can enjoy the following benefits:
1. Tutor is bilingual in English and Mandarin
2. A comprehensive education

Available Slot
Weekdays: 5:30pm - 8:00pm
Weekends: to be arranged
Wilfred-Lum
Wilfred Lum Koh Liong
Wilfred Lum Koh Liong holds a Bachelor of Management as a Licensed Representative. He has 12 years of experience in equities and more than 4 years in CFD.

With his vast investment experience, Mr. Lum will be helping clients to identify their trading mistakes, hence develop a good trading system. Learn from him how to trade the trend and consistently profit from market regardless bulls or bears.

Learning Topics
1. Getting Started in Stocks and CFD (差价和约交易入门)
2. Using POEMS platform to trade Stocks and CFD
3. Knowledge on Fundamental & Technical Analysis (基本面 / 技术图形分析)
4. Money management. Maximize profit and minimize loss (风险管理 / 资金管理)
5. Entry and exit pricing strategies (入市价/ 出市价策略)

Tutor's Remarks
Timing is critical in cooking, music, farming, and almost all other aspect of life on this planet. Putting money into a securities market is no different- you need good timing to get the best results. - Quoted
Clients can enjoy the following benefits
1. Guide beginners in trading platform, strategies, money management, and chart reading technique
2. Clients will be provided with market report
3. Able to converse in mandarin. (可用华语讲解)

Available Slot
Weekdays: 10.00am - 7.00 pm
Saturday: To be arranged
andyyew
Andy Yew
Andy Yew graduated from the Royal Melbourne Institute of Technology University with a Bachelor of Business (Economics and Finance). He has more than 6 years of trading experience in equities, during his early days of trading he encountered a lot of setbacks and realized that it is important to be coached on trading. Trading is his passion and his objective is to educate the retail clients to have the right value and skill to invest successfully in the stock market.He was awarded by Phillip CFD as the "Top Newcomer 2010"

'It's not about being right or wrong, rather, it's about how much money you make when you're right and how much you don't lose when you're wrong" by George Soros

Learning Topics
1. How to escape major financial crisis using Technical Analysis
2. Orientation on CFD trading platform
3. Foundation of trading
4. Advanced short/long term trading strategies
5. Money Management techniques
6. Golden rules of trading

Tutor's Remarks
Client can enjoy the following benefits:
1. Daily updates on market outlook and stocks highlights.
2. Free charting software
3. Sharing on different useful trading systems and setup
4. Able to converse in English and Mandarin

Available Slot
Daily: 10am-10pm
Li-Guang-Sheng
Li Guang Sheng
Li Guang Sheng graduated with an Economics major from the National University of Singapore (NUS). He joined Phillip Securities since 2005 and have obtained both Securities and Futures license with Phillip Capital Group. He focuses on stock trading in particular fundamental and dividend yield analysis.

Learning Topics
1. CFD Equities Trading
2. CFD Index Trading
3. Fundamental Analysis

Tutor's Remarks
Clients can enjoy the following benefits
1. Be invited to Rotary luncheon on Wednesday to attend talks on finance
2. Fundamental analysis on various companies

Available Slot
Weekdays: 12.30pm - 2.00 pm
Kelvin-Lee
Kelvin Lee
Kelvin Lee graduated with a First Class Honors in Finance from the University of Strathclyde (Glasgow, UK). After garnering industry experience with Citigroup, Deutsche Bank and DBS Bank, Kelvin decided to start his career as a stockbroker with Phillip Capital in 2003.

Kelvin is a licensed futures and stock broker and has extensive experience in advising clients on equities, forex and futures. With his vast investment experience and strong finance background, He has been advising and assisting clients in managing their investment portfolios and strategies. Kelvin also conducts regular seminars at Phillip Capital and provides one to one training for his futures clients.

Kelvin is well versed in both fundamental and technical analysis. Keen to learn more about a new trading instrument? Set an appointment with him to start learning how to trade effectively using CFDs.

Learning Topics
1. Use CFDs to trade in the current volatile market
2. Use CFD Index to take a View on the Market
3. Trading vs Investing
4. Why Fundamental Analysis alone is inadequate?
5. Setting up your Own Trading System and Strategies.
6. Importance of Risk Management
7. Orientation of the CFD Trading Platform

Tutor's Remarks
Clients can enjoy the following benefits:
1. Market News flows and Research Reports
2. Personal Research and Write-Ups on Equities and General Market Outlook, etc
3. Trading Ideas and Advice on trading positions

Available Slot
Weekdays: 12.30pm - 2pm, 5pm - 7pm
eric1
Eric Kua
Eric Kua graduated from NUS with a bachelors degree in Chemistry in 2003 and took his post-graduate diploma in teaching 2005. He started trading and learning about stock market in early 2007, initially making money easily as it was a bull market. After which a steep correction and a financial crisis taught him that it was not his expertise in trading that earned those profits in his early trades. Subsequently, he took up a trading course spanning 5 months to learn how to trade US options profitably in 2008. Through implementing advanced options strategies, he was able to earn modest profits. Fascinated by what he learnt and by the Lehman Brothers crisis, Eric continued to learn more about trading and eventually decided to become a full-time trader.

Eric joined Phillip Securities in March 2011 and have since spoken at numerous seminars on trading using CFD. He obtained CFD specialist certification in July 2011 and the ETF specialist certification in Feb 2012. His passion for teaching has not changed after he left his former teaching job, but has continued on to enable him to impart financial knowledge to others.

Tutor's Remarks
Clients can enjoy the following benefits:
1. Daily email research reports from major brokerages
2. Trading ideas and market analysis by Tutor emailed weekly
3. Learning how to set-up Entry, Stop and Target price using Technical Analysis
4. Bilingual in English and Chinese
5. Invitation to seminars conducted by Tutor himself
6. Enjoy special discount rates for Phillip CFD events available only to CFD specialists clients

Learning Topics
1. Market Analysis and personal trading psychology
2. Basic technical analysis and candlestick formations
3. Hedging using STI CFD (available via elearning: http://www.phillipcfd.com/education/cfd-videos-webinars/3-1-hedging/)
4. Pair trading using CFD
5. A to Z of CFD (for beginners)
6. -7 and + 1 strategy on trading shares

Available Slot
Weekdays: Weekdays: 2-4 pm
Weekends: To be arranged
Eric-Lee
Eric Lee
Eric Lee graduted from University of London with Bachelor of Science in Management. He has 5 years of experience trading stocks and futures markets. His main focus is in technical analysis and trading strategies development, having attended trading seminars conducted by Larry Williams, Jake Bernstein and Russell Sands, who are known systematic methods in trading.
Eric's motto in trading is 'If you fail to plan, you plan to fail!' Thus the very first step in trading should be developing a wholesome trading plan, incorporating methods, money management and mental discipline.

Learning Topics
1. Technical Analysis
2. Fundamental Analysis
3. Trading Platforms

Tutor's Remarks
Clients can enjoy the following benefits:
1. Analyst Research Reports
2. Daily Market Updates
3. Trading Ideas
4. Technical Analysis Training
5. Trading strategies that incorporate trading rules and sound money management

Available Slot
Weekdays: 12.30pm - 2.30pm, 4.30pm - 7pm
Thomas-Lau
Thomas Lau
Thomas Lau is a trained accountant and has 7 years of accounting experience prior to joining Phillip Securities in 2008. He has over 8 years of equity investing experience in his personal investments and was trading full time for the past 2 years.
Thomas adopts a straight forward approach in trading and investing equities that suits investors with basic to intermediate investment knowledge. Arrange a beneficial session with him to find out more on investment tools and ideas that would assist you in making better investment decisions.

Learning Topics
1. Introduction to Phillip CFD
2. Trading in Singapore market
3. Trading in overseas market
4. Basic Technical & Fundamental Analysis
5. Navigating in POEMS and CFDTrader 2

Tutor's Remarks
-

Available Slot
Weekdays: 8am-9pm
Weekends: 1pm-3pm
Derek-Fan
Derek Fan
Derek Fan is a trading representative and a Futures broker with Phillip Capital. He has been studying and using technical analysis as applied to market since 2002.

Learning Topics
1. Basic Charting
2. Identifying Trends
3. Support and Resistance
4. Chart Pattern
5. Momentum indicators

Tutor' s Remarks
Clients can enjoy the following benefits:
1. Successful trading and investing involve the development of a successful trading method couples with money management and sound investment making decision. The key to success is consistency and discipline in following rules.

Available Slot
Weekdays: 8am - 6pm
Chew-Boon-Chong
Chew Boon Chong
Chew Boon Chong holds a Bachelor of Business (Banking and Finance) degree from Monash University and has also passed the CFPCM Exam in year 2001. Currently, he is part of the Mobile Sale Force. His job scope includes acquiring of new clients, conducting private equity research and companies’ visits so as to provide securities related investment advice to his clients. Prior to this, he was an Associate Manager with Phillip Securities Pte Ltd. He led and managed a financial advisory unit in the company. He was also a member of the certificate committee of Financial Planning Association of Singapore (FPAS). FPAS administers the CFPCM course. CFPCM is a professional course designed for financial planning practitioner.

Learning Topics
1. CFD Index Trading
2. CFD Equities Trading
3. Trading in The US Market
4. Trading in Singapore Market
5. Starting to trade using POEMS Trading platform

Tutor's Remarks
One of the most important and productive habits you can adopt is properly educating yourself. Learning from other's experience is the shortest and cheapest way to become successful in trading. I will be happy to share with you what I have learned from my 14 years of experience in the industry.

Available Slot
Monday - Saturday:
10am to 9pm
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