applied learning financial markets and operations n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
Applied Learning: Financial Markets and Operations PowerPoint Presentation
Download Presentation
Applied Learning: Financial Markets and Operations

Loading in 2 Seconds...

play fullscreen
1 / 8

Applied Learning: Financial Markets and Operations - PowerPoint PPT Presentation


  • 86 Views
  • Uploaded on

Applied Learning: Financial Markets and Operations. Eric Lee Programme Manager LiPACE, OUHK 15 th January 2014. Course Aims. Financial Markets and Operations aims to provide:

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'Applied Learning: Financial Markets and Operations' - trudy


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
applied learning financial markets and operations

Applied Learning: Financial Markets and Operations

Eric Lee

Programme Manager

LiPACE, OUHK

15th January 2014

course aims
Course Aims

Financial Markets and Operations aims to provide:

  • an alternative learning platform to students with interest and inclination in the financial services industries;
  • the students to experience the real-life financial markets and operations; and
  • opportunities for the students to understand their career development and further studies.
course learning outcomes
Course Learning Outcomes

Upon completion of the subject, students should be able to:

  • explain the importance and contribution of the financial industry in an economy;
  • apply basic financial concepts and financial analysis to make investment decision;
  • describe the features and applications of different financial products;
  • explain professional ethics and demonstrate positive value and attitude related to the financial industry;
  • develop self-understanding for further studies and career development in the related field.
course structure
Course Structure

8a. Financial Planning and Wealth Management (30 hrs)

8a.1 An overview of the Financial Planning Profession

8a.2 Basic Concepts and Principles of Financial Planning

8a.3 Financial Planning Components

8a.4 Personal Profiling, Risk Profiling and Life-cycle Analysis

8a.5 Related regulations in Hong Kong

8a.6 Career Development

3. Financial Products (60 hrs)

3.1 Equity Securities 3.5 Insurance

3.2 Debt Securities 3.6 Foreign Exchange

3.3 Derivatives and Structured Products 3.7 Deposit

3.4 Mutual Funds

1. Overview of the Financial Industries in Hong Kong (12 hrs)

1.1 Role and Importance of the Financial Industries in Hong Kong

1.2 Components of Financial System (Financial Institutions, Financial Market and Financial Instruments)

1.3 Monetary Policy and Financial Stability

5. Investment Strategies (12 hrs)

5.1 BasicFundamental Analysis

5.2 Basic Technical Analysis

5.3 Basic Investment Strategies

2. Basic Concepts of Finance (21 hrs)

2.1 Concepts and Functions of Money

2.2 Time Value of Money

2.3 Investment Risk and Return

2.4 Role of Financial Intermediaries

6. Seminars and Workshops (15 hrs)

6.1 Regulations and Investor Protection

6.2 Career Prospect and Development of Financial Industry

6.3 Ethical issues in Financial Industry

6.4 Professional Responsibilities

6.5 Overview the Stock Markets in Mainland China

8b. Banking Operation (30 hrs)

8b.1 Retail Banking Business

8b.2 Finance of International Trade

8b.3 Treasury Markets and Operations

8b.4 Compliance and Control

8b.5 Code of Banking Practice

8b.6 Career Development

7. Visits to Financial Institutions and Regulatory Bodies (9 hrs)

main features
Main Features
  • A project will be conducts throughout the core course which aims to enhance students’ presentation skills, interpersonal skills, analytical skills and engagement.
  • 3 visits to Financial Institutions and Regulatory Bodies
  • 5 seminars and workshops
  • 2 elective courses, i.e. Financial Planning and Wealth Management, and Banking Operations
slide8

Thank You!

Website:www.ouhk.edu.hk/lipace

Email: lipace@ouhk.edu.hk

General Hotline:3120 9988 (1-1-2)

2291 6238 (Full Time Programmes)