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Private Banking Portfolio Management 

Content:

Asset allocation, investment planning, bond market, economic analysis, industry analysis, company analysis, technical analysis indicators and theory, efficient market hypothesis, portfolio theory, risk and return, capital asset pricing model, the introduction and operation of fund.

CCB financial products marketing skills 

Content:

The concept of bank financial products, customer management analysis methods, reasonable customer classification, how to increase sales, maximally explore customer needs, efficient use of communication skills to provide excellent service to our customers, learn and practise professional marketing techniques, using proper.

Financial Investment Strategy Outlook 2013 

Content:

Equity derivatives market features, functions and operations analysis, risk factors of market fluctuation, global economic situation and prospects in different markets, the fiscal system of the United States, Europe, Japan, Australia, Canada, the factors of currency movements, currencies trend and investment opportunities in early 2013.

Personal Account Manager Sales Practice 

Content:

The marketing processes and key skills, customer psychology interpretation, upgrading teller sales and service skills, customer contact, identify customer needs, product introduction, customer conflicts handling, follow-up and so on.

Enhance the quality of the branch manager 

Content:

Teach the importance of customer relationship maintenance, customer information management, hierarchy of customers, the development and implementation of VIP customer maintenance program, and feedback and assessment of the plan.

The function and actions of Hong Kong equity derivatives amid global QE 

Content:

Analyze their functions and actions, market fluctuation factors using the examples of equity derivatives, especially the Hong Kong stock warrants.

Xiaolan Town, Zhongshan, Guangdong Province Government   

Content:

European debt crisis influence on China 's economy, how to invest properly, third-party financing, financial professionalization, corporate and personal finance.

Hong Kong Stock Market Strategy 

Content:

Hong Kong stock market technical analysis, development, types and alternative investment products, securities investment and securities investment psychology .

Agricultural Bank of China Nanhai Branch, Foshan   

Content:

Investment Opportunity in different periods and Lehman Brothers case study.

Gold Strategy     

 

Content:

Gold properties, history, the main demand, usage, the main factors affecting the world price of gold and gold investment psychology.

Industrial and Commercial Bank of China Guangdong Branches
( Including 20 sub-branches )     

Content:

Gold and foreign exchange market fundamental analysis, technical analysis.

The Open University of China   

 

 

Content:

Financial markets, foreign exchange and equity investment products.

Department of Education, Nanhai District, Foshan, Guangdong Province       

Content:

Financial markets and financial instruments, securities, foreign exchange and wealth management.

BWC and BAML Nansha financial intelligence sharing and Pearl River Tour       

Content:

Asset allocation experience sharing, and incense choosing, jade appreciation, comparative analysis of Hong Kong and China economy, Hong Kong stocks trend, enjoy a delicious buffet in the Yacht Club, as well as having a tour of Pearl River in the luxury yacht " Iron Tiger".

Seminar“Application of Characterology in Human Resource Management” with 51 Jobs in Guangzhou and Shenzhen      

Content:

During the two days, May 27th and May 29th, BWC Financial Education, together with 51jobs held seminars on the topic “Application of Characterology in Human Resource Management” respectively in Guangzhou and Shenzhen.

BWC Sponsored Guangdong Chiko Law Firm to Hold The Training Course Speicalized in Big Data and Internet Finance in Foshan         

Content:

During 20-21 Sep 2014, BWC Financial Education sponsored Guangdong Chiko Law Firm to hold the training course specialized in big data and internet finance in Foshan Creative Industry Park.

BWC conducted a seminar “Structural Bull Market and Asset Management Strategy in The ‘New Normal’ economic environment”        

Content:

During 2:30 pm to 5:00 pm on 12th December 2014, BWC Financial Eductaion conducted a seminar “Structural Bull Market and Asset Management Strategy in The ‘New Normal’ economic environment” together with Foshan Emerging Industries Investment Promotion Agency, Foshan New Media Industrial Park and Xinsheng Futures Co., Ltd in Foshan.

Prepare for The Fluctuating Stock and FX Markets in 2015, Sharing Technical Analysis of Financial Markets     

Content:

On 31st January, 2015, BWC Financial Education held “Prepare for The Fluctuating Stock and FX Markets in 2015, Sharing Technical Analysis of Financial Markets”seminar together with OANDA and FTAA in Marco Polo Lingnan Tiandi, Foshan. The two topics for the seminar included “fundamentals of foreign exchange markets” and “introduction of financial technical analysis”.

BWC Financial Education Held “Oanda BWC Cup 2015)” FX Trading Competition with Oanda in The Open University of Nanhai          

Content:

On March 26, 2015, BWC Financial Education partnered with Oanda to co-arrange “Oanda BWC Cup 2015” Foreign Exchange Simulation Trading Competition Briefing Seminar in The Open University of Nanhai.

BWC Financial Education Held Financial Investment Techniques Sharing Event         

Content:

On 23 April, 2015, BWC Financial Education held a Financial Investment Techniques Sharing Event in the Open University of Nanhai (OUNH).

BWC Financial Education Held Ceremony for “Oanda BWC Cup 2015” FX Trading Competition in OUNH        

 

Content:

On 27 May 2015, BWC Financial Education held a ceremony in the Open University of Nanhai to celebrate the successful conduction of the foreign exchange simulation trading competition sponsored by Oanda