Asset Management Fundamentals Module 2: Financial Markets

Asset Management Fundamentals Module 2: Financial Markets

Overview

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.

Module 2: Financial Markets provides an overview of the financial markets in Hong Kong.

Upon successful completion of all FOUR modules of the Asset Management Fundamentals, the participant will be awarded the Certificate of Completion of this programme.

Content

1. The global financial system
2. Financial system in Hong Kong
3. The equity market
4. The debt market
5. The foreign exchange and derivatives markets
6. Financial risk management
7. Applications in the financial sector

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.

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.

Speaker/Course Instructor

LAM Mo Wah Stella
Ms Lam is both an experienced banker, and a training expert. Having gained a decade of experience in consumer banking and branch management at an international leading bank, she made a shift to the learning and development field - she was a university teaching staff, and she led the personal banking training department in various banks. Ms Lam obtained her Master in Human Resource Management and Training from the University of Leicester and Master in Finance from the City University of Hong Kong. She is a Certified Financial PlannerCM, Associate of the Hong Kong Institute of Bankers and Associate of the Chartered Institute of Bankers. She obtained Advanced Certificate for ECF Anti-Money Laundering and Counter-Financing of Terrorism in 2018.

Details

Code
TQPFR18000101
Date & Time
Monday, 20 Aug 2018 (6:30PM - 9:30PM)
Wednesday, 22 Aug 2018 (6:30PM - 9:30PM)
Friday, 24 Aug 2018 (6:30PM - 9:30PM)
Monday, 27 Aug 2018 (6:30PM - 9:30PM)
Wednesday, 29 Aug 2018 (6:30PM - 9:30PM)
Venue
HKSI Institute Training Centre
Language
Cantonese
Level
Introductory
Hours
SFC:15.0, PWMA:15.0