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BI Roadmap Workbook v1

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0% found this document useful (0 votes)
39 views26 pages

BI Roadmap Workbook v1

Uploaded by

Syafik Trading
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF or read online on Scribd
OTT Ly ieee Trading In The oe oi IMPORTANT DISCLAIMER Beyond Insights Sdn. Bhd. is in the business of providing education in the subject of stock market investing and trading, with the objective of helping clients to make financial decisions on their own. Beyond Insights is NOT a licensed investment advisor. All information, data, and company names used in the online seminars, workshops, and coaching sessions attend with BEYOND INSIGHTS SDN. BHD. are shown as examples only AND they DO NOT constitute any recommendation in particular. ALL investment carries risk and you are fully responsible for managing your own risks. You understand that comprehensive learning, guidance, and practice are required before you should carry ‘out strategies leamed from Beyond Insights’ workshops, online seminars, or coaching sessions, BEYOND INSIGHTS SDN. BHD. and the speakers, trainers, and coaches are not liable for any outcome from the investment decisions you make, as a direct or indirect result of what you learned from this session. All information and materials used in this online seminar are intellectual properties of BEYOND INSIGHTS SDN. BHD., AND NOT to be used for ANY OTHER purpose other than personal consumption. Photo taking or video recording or audio recording without prior consent from the speakers or organizers is NOT permitted. By attending this online seminar, you agree to participate fully in the online seminar, and also agree to refrain from any activities that may distract the speakers and other participants. Beyond Insights was founded in 2008 on a mission to bring out the best in people and their financial future. We have a passionate & dedicated team of trainers and coaches who have coached neary 8700 students In thelr journey to take up stock market About trading and investing a6 a source of wealth. We have trained people from all walks of ite ~ business owners, fancial controls, accountans, doctors, stockbrokers, fll: 2} d time traders, housewives, college students, and even retirees or a person who is NOY ALG MM cmars tr sctromene'wohtc'ncethes a ane teste oy weer themselves Insights rere es Doan Pm We are the pioneer of Investing & Trading Psychology Boot. camps in Asia and we offer a comprehensive curriculum to create financial success through stack market investing and trading, We are committed to provide the Most Complete Education with the Most Experienced Coaching Team and the Most Effective Support you can find in this region. Beyond Insights has won multiple awards over the years, including the Most Preferred Financial Educator 3 years in a row from 2014 to 2016 when we are patticipating in the Invest Fair Malaysia, and we were awarded the Best Brand in Curriculum & Coaching for Stock Market Investing and Trading at the Top Asia Corporate Ball 2022/23, further testimony to our commitment to excellence. Our Position as Market Leader How we are valued by our customers WVelagataaiia leaker ey We currently have a team of 29 coaches and we maintain a 10:1 student to coach ratio for every physical class and 40:1 ratio for online classes to provide adequate care to students Ics acai Use Hands-on tutorial after class is an integral part of our programs Together with online library and forum - we provide students with what they need to be successful. Ira mee eater ia at] From strategies to psychology, from long-term investing to day trading, from stocks to CFDs and Options ~ we have the expertise to cover the subject comprehensively. This event is for you If NOW is the time you want to: OA Make investing / trading in the stock market work for you. Fast track your learning curve by using our proven and safe methodology. Learn from professionals with time-tested experience. Be your own investment manager and be accountable for your own financial success. Kathlyn is a professional trader who earns her wealth from investing and trading in the US & Global Equity Markets. She has been trading and investing in the stock market since 1993 using Stocks, Options, Commodity Futures, Currencies, and CFD. With more than 30 years’ experience going through various market cycles like the Asian Financial Crisis in 1997 and the US Dotcom crash in 2001, she understands the important and critical lessons on what it takes to succeed and more importantly on how to sustain success in the financial markets. By practicing the skills that she learn from Tony Robbins (on people transformation), Master NLP Practitioner and Master NLP Coaching, she was able to improve her consistency in her own trading significantly, Her comprehensive and genuine training style has helped Beyond Insights win the ‘Most Preferred Financial Educator’ at Invest Fair 3 years in a row from 2014 to 2016 when we are participating in the event and we were awarded the Best Brand in Curriculum & Coaching for Stock Market Investing and Trading at the Top Asia Corporate Ball 2022/23. She has shared the stage at many top events with well: known leaders such as Mary Buffet, Nick Vujicic, and Richard Duncan, to name a few. In addition, she has been featured in many local publications such as BFM, New Strait Times, The Star, Astro Awani, and many more. Kathlyn was nominated by Women's Weekly Magazine as one of Malaysia's Great Women of Our Time in Finance & Commerce Category in 2013. She was also awarded the Women of Excellence Award in 2021 and lately in June 2022, she has received the official nomination for Malaysia Influential Educators. KATHLYN TOH fretesionatmesora tage $ + years + 12 months $ per month years x 12 months =$ Years to Accumulate: aaa Years to Spend: Financial f Age Now: Digan Age: Final Age: Start working out your number from here Becoming a Millionaire - is a Luxury or Necessity ? Cy Notes: Which Stock Market Should You Focus On List 5 (five) U.S. Companies that you know: 1. 4 2. a : 5. 3. Criteria for choosing the Best Stock Market: © Country with the most |) __. higher potential for consistent growth © Can make money in 2)______ market direction. © The most 3)_---- more information available to make better decisions. © The 4)__ __-~ Stock Market in the world. © The 5 for the rest of the world's stock market. Successful Global Companies 2)Any 3) Online Research Material 4) Biggest _ 5) Biggest influence DC UMC MMe Tre Clee which stock market you should invest in ? DON Ee Wa mr li) Financial Independence What investment or income-generating mechanism do you have in place currently that is contributing towards your financial independence? Please list them down’ The STPM of Framework OM © P YOUR CAPITAL. MT S THE RIGHT STOCKS. YOUR RETURNS. WHEN TO BUY & SELL. 1. Select The RIGHT Stocks. 2. ime When To Buy & Sell. Is Stock Market Risky Pd "Risk comes from NOT knowing what you're doing.” - Warren Buffet 3. Protect Your Capital. + Lwon't risk more than |) __ % of my capital in a single trade. + Lwill make money even if | am only 2)___ % right, if follow the + Reward over Risk is 4)__. Notes: © beyond gs San Bhd What is your Trading Style? Pd CJ There are 4 "styles" (Investing, Trend Trading, Swing Trading & Intraday Trading) that can be used in the stock market, but each of them requires different levels of time commitment from you and yields different returns. How do you choose the best trading style for you based on your needs, lifestyle and expectations? Discover your trading style now: Go to this link: or Scan QR Code [Link] 4. \/ultiply Your Returns. Notes: Different Ways to there are several ways to profit from the stock market Multiply Your Returns The choice depends on your time commitment, how long are you willing to hold your stocks, your goal, and your personality USN) LONG-TERM CUS) DO Rea eae eR oa Thour a month (depending on how active y aye) Multiply Your Returns with CFD CFD stands for " Contract For Difference". itis an agreement between 2 parties to exchange the difference ofthe Asset Price Movement. You don't actually own the stock or underying asset but instead, receive revenue based on the price change of that asset. So, you are not trading the underlying asset itself, you ae trading the difference inthe value ofthe underlying asset. \ A COMPLETE FRAMEWORK for Trading Success in any market condition What Can You Achieve with Investing & Trading... FINANCIAL TIME LOCATION FREEDOM FREEDOM FREEDOM On NCR ERO ER ORCS lls P bite MRM CUMIN y Q “Success in Investing/Trading is not about how smart you are, it is really about your character, your discipline, your commitment, your persistence, and your desire to create a meaningful life with your wealth. If you are ready now - we will help you to get started. * - Kathlyn Toh You don't have to be great to start, but you have to start to be great. Stay Connected With Us! © Connect on Facebook www facebook com/Beyondlnsights/ Join & Get updates in Telegram [Link] ‘Subscribe for more videos ww youtube. com/e/beyondinsightsTV ) Text us on WhatsApp = es ‘mtps://[Link]/60374902111 Message us on Facebook Messenger [Link] me/Beyondinsights Email your message to us. support@[Link] Find This Seminar Impactful? Scan to send the event link to your friend! Copyright © Beyond Insights Al rights reserved. All intellectual property rights contained or in relation to this workbook belongs to Beyond Insights Sdn. Bhd, BEYOND INSIGHTS”

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