Trading 101

Here you can find a library of educational articles and comprehensive video guides to get you started on your trading journey. Tell us what else you’d like to learn about, drop us an email at futures@phillip.com.sg.

Prefer live Q&A sessions with the experts? Click here for free monthly webinars!

Educational Articles

Trading Platform Video User Guides

Requirements to Trade

You are required to meet the Client Knowledge Assessment (CKA) to verify that you have the relevant knowledge or experience to trade in unlisted SIP products like CFD and FX. Please refer to the table below to learn how you can meet the criteria.

Education

  • Have diploma or higher qualifications in finance or business related disciplines

OR

Successfully complete
ABS E-Learning Quiz

(For FX & CFD)

Qualification

  • Finance-related professional qualification

OR

Professional Experience

  • 3 consecutive years of working experience in accountancy, actuarial science, treasury, or financial risk management activities

OR

Trading Experience

  • At least 6 transactions in CFD/FX in the preceding 3 years

OR

Still unsure if you meet the criteria? Click here to learn more about CKA.

You are required to meet the Customer Account Review (CAR) to verify that you have the relevant knowledge or experience to trade in listed SIP products like Futures & Options. Please refer to the table below to learn how you can meet the criteria.

Education

  • Have diploma or higher qualifications in finance or business related disciplines

OR

Successfully complete
SGX Online Education on Specified Investment Products

(For Futures & Options)

Qualification

  • Finance-related professional qualification

OR

Professional Experience

  • 3 consecutive years of working experience in accountancy, actuarial science, treasury, or financial risk management activities

OR

Trading Experience

  • At least 6 transactions in Futures and Options (Exchange Listed) products in the preceding 3 years

OR

Still unsure if you meet the criteria? Click here to learn more about CAR.

For Enquiries

You may contact our Client Service Desk at (65) 6538 0500 or email futures@phillip.com.sg.