Wealth Management

Fundamentals of Equities and Foreign Exchange

概要

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.

宗旨

On completing this course, you should be able to:
a. Explain the basic features of related investment products;
b. Describe the different types of related investment products;
c. Understand the factors determining the pricing of related investment products (including intrinsic characteristics of the product and external factors such as economic outlook) and their impact on the pricing;
d. Perform basic calculations related to investment product pricing (calculate a bond price given a discount rate, apply equity valuation tools, price a FX forward);
e. Understand the workings of the related market (e.g. quotation method) and relevant charges and fees and apply a transaction execution process; and
f. Assess and measure the risks associated with related investment products.

內容

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

對象

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

詳情

活動編號
TEPWM20011201
地點
網上平台
相關主題
第1類 - 證券交易
第3類 - 槓桿式外匯交易
第4類 - 就證券提供意見
標籤
語言
英文
級別
Introductory
課程時數
SFC:1.50, PWMA:1.50
費用
所有會員: HK$450
機構會員員工: HK$450
非會員: HK$900