Asset Management Fundamentals Module 4: Asset Management
The Asset Management Fundamentals Programme, which comprises of FOUR modules, is an induction programme designed to equip the financial services practitioners with the required knowledge and skills to enable them to enter into the Asset Management industry.
The Asset Management Fundamentals programme has four modules. Module 4: Asset Management provides an overview of the asset management industry.
Upon successful completion of all FOUR modules of the Asset Management Fundamentals, the participant will be awarded the Certificate of Completion of this programme.
1. Overview of the Asset Management Industry
2. Client Objectives and the Products Available
3. Basic Theoretical Aspects of Portfolio Management
4. The Investment Management Process
Who should attend
This programme is primarily targeted to those who would like to gain a solid understanding of and/or those who plan to enter into the asset
management industry sector.
Participants are required to attend and complete all 4 classes of each module. Attendance record will be issued based on the actual attendance record. For details, please refer to the HKSI Institute's attendance policy and regulations.
Financial Incentive Scheme of the WAM Pilot Programme
This is one of the eligible courses under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.
In-service practitioners of the financial services industry will be eligible for the Scheme. They will be reimbursed 80% of the course fees, subject to a maximum of HK$7,000 (whichever is the lower) upon satisfactory completion of a course or seminar over the three-year period of the Scheme.
Each individual may apply for reimbursement for more than one course / seminar.
Application to reimburse the course fees, together with the required documents, must be submitted within four months from the last day of the course attended.
Please refer to the WAM Pilot Programme website for more details.
Mr. Jim earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Boccioni in Milan, Italy respectively and is a CFA charter holder.