Overview
This tutorial focuses on advisory and other services offered to corporate banking customers. This includes debt and equity fund raising, M&A and restructuring activities, and a range of other services such as asset management, brokerage, and research. The tutorial describes how customer needs change as businesses grow and the products and services available to meet these larger and more complex needs. The tutorial also covers the risks that commonly arise when providing these products and services and the means by which these risks can be managed and mitigated.
Objective
On completion of this tutorial, you will be able to:
- Recognize the business needs that advisory and other services are intended to meet and the providers of these services
- Identify the advisory services than can be provided to clients that are seeking to raise funds
- Identify the products and services available to clients at each stage of the M&A process
- List the range of other products and services provided to corporate banking clients
- Identify the key risks associated with the provision of advisory and other services and how these risks can be managed
Content Highlight
Topic 1: Basics of Advisory & Other Services
Topic 2: Fund Raising
Topic 3: Mergers & Acquisitions (M&A)
Topic 4: Other Services
Topic 5: Product Risks
Administrative Details
Chinese Securities Association of Hong Kong (HKCSA): HKD315
Non-Member: HKD450
Staff of Corporate Member: HKD300