(Specific) Financial Products & Associated Risk Management

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 Highlight

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.

Instructor / Speaker

Stella LAM

Ms Lam is both an experienced banker, and a seasoned trainer. 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 different banks. She is now a consultant to various financial institutions.

Ms Lam graduated from University of Manchester Institute of Science and Technology. She then attained Master in Finance from the City University of Hong Kong and Master in Human Resource Management and Training from the University of Leicester. She is a Certified Financial Planner®, an Associate of the Chartered Institute of Bankers and a Certified Banker. She gained the Professional Certificate for ECF Anti-Money Laundering and Counter-Financing of Terrorism in 2020.

Administrative Details

Code
TQPFR18000101
Date & Time
Monday, 20 Aug 2018 (06:30 PM - 09:30 PM)
Wednesday, 22 Aug 2018 (06:30 PM - 09:30 PM)
Friday, 24 Aug 2018 (06:30 PM - 09:30 PM)
Monday, 27 Aug 2018 (06:30 PM - 09:30 PM)
Wednesday, 29 Aug 2018 (06:30 PM - 09:30 PM)
Venue
HKSI Institute Training Centre
Relevant Subject
Type 1 - Dealing in securities
Type 2 - Dealing in futures contracts
Type 3 - Leveraged foreign exchange trading
Type 4 - Advising on securities
Type 5 - Advising on futures contracts
...More
Language
Trad. Chi / Cantonese
Hours
SFC:15.00, PWMA:15.00
Fees