Wealth Management

Fundamentals of Equities and Foreign Exchange

Overview

This course focuses on equity securities and the foreign exchange (“FX”) market. Different equity securities are described. Key concepts in relation to equity security pricing and required return are explained. The different risks of investing in equity securities are outlined. In addition, different aspects of the FX market are presented.

Content

Introduction
Section 1: Financial Market Fundamentals
Section 2: Equities
Section 3: Foreign Exchange
Conclusion

Who should attend

It is relevant to those PWM practitioners who would like to enhance their knowledge and skills in wealth management products.

Details

Code
TEPWM20011201
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 3 - Leveraged foreign exchange trading
Type 4 - Advising on securities
Language
English
Level
Introductory
Hours
SFC:1.50, PWMA:1.50
Fees
All Member: HK$450
Staff of Corporate Member: HK$450
Non-Member: HK$900