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 / seminars under the Financial Incentive Scheme (“The Scheme”) of the WAM Pilot Programme.

Eligible in-service practitioners of the financial services industry could apply for a reimbursement up to 80% of the course / seminar fees, or a maximum of HK$10,000 per person throughout the period of 1 October 2016 to 31 March 2023 upon satisfactory completion.

Each individual may apply for reimbursement for more than one course / seminar subject to a maximum of HK$10,000 but each course / seminar can only be reimbursed once.

The duly signed application form together with the FIVE supporting documents must be submitted within FOUR months from the last day of the course / seminar attended. Please refer to the WAM Pilot Programme website for more details.

Speaker/Course Instructor

Stella LAM
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
TPPFR20000101
Date & Time
Monday, 20 Jul 2020 (6:30PM - 9:30PM)
Wednesday, 22 Jul 2020 (6:30PM - 9:30PM)
Monday, 27 Jul 2020 (6:30PM - 9:30PM)
Tuesday, 28 Jul 2020 (6:30PM - 9:30PM)
Wednesday, 29 Jul 2020 (6:30PM - 9:30PM)
Venue
HKSI Institute Training Centre
Language
Cantonese
Level
Introductory
Hours
SFC:15.00, PWMA:15.00
Fees
All Member: HK$3300
Staff of Corporate Member: HK$3300
Non-Member: HK$6600