Overview
Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. Students will learn about the professional sector and commonly used financial products, such as shares, bonds and insurance and it will provide students with an understanding of financial terminology.
The workshop aims to provide students with an introduction to the basics of financial services with 7 elements. Each learning objective begins with one of the following prefixes: know, understand or be able to calculate. These words indicate the different levels of skill to be tested.
Date & Time
19, 26 February & 5, 12, 19, 26 March 2022, Saturdays
2:00 pm- 5:00 pm
Venue
The Hong Kong Management Association
14/F Fairmont House,
8 Cotton Tree Drive
Central Hong Kong
Contents
- Introduction
The Financial Services Industry - Economic Environment
- Financial Assets and Markets
Providing information
Cash Deposits
Money Market Instruments
Property
Foreign Exchange Market - Equities/Stocks
- Bonds
Characteristics
Corporate Bonds - Derivatives
Derivatives Uses
Futures
Options
Terminology
Derivatives/Commodity Exchanges
Swaps
- Investment Funds
Introduction
Open-Ended/Mutual Funds
Closed-Ended Investment Companies
Real Estate Investment Trusts
Exchange-Traded Funds
Hedge Funds
Private Equity - Financial Services Regulation
Introduction
Financial Crime
Insider Trading and Market Abuse - Other Financial Products
Retirement Planning
Loans
Mortgages
Life Assurance
CISI - The Chartered Institute for Securities & Investment
The Chartered Institute for Securities & Investment was formed in 1992 by London Stock exchange. It is a leading professional body for securities, investment, wealth and financial planning professionals. CISI has well-renowned qualifications that help you reach the requirements of globe regulators and markets, and also achieve core competence for job requirements. It is regarded as a competitive edge and a benchmark for most banks and financial institutions employees.
EL Education Academy is the accredited training partners to offer training for candidates preparing to sit CISI exams. It is supported by an Education Consultant and an elite group of lecturers with extensive international experience of consulting and teaching in Accounting and Finance, Securities and Investment, Law and Business Related courses at Universities and Colleges in the Guangdong-Hong Kong-Macau Greater Bay Area.
Information at a Glance
Code:
SGC-20206-2022-1-FCommencement Date:
Tuition fee for Members:
HK$4,200Tuition fee for Non-members:
HK$4,300Medium of Instruction:
EnglishMode of Instruction:
OnlineEnquiry
Course Details
Ms Bertha Leung | |
Phone: | 2774 8552 |
Email: | berthaleung@hkma.org.hk |
General Enquiry / Course Enrolment / Membership Information
Phone: | 2774 8500 or 2774 8501 |
Email: | hkma@hkma.org.hk |
Fax: | 2365 1000 |