Introduction:

As mainland China is going to follow the global financial system gradually, financial institutions develop a couple of product to satisfy the changing demand of investors. For different investors, financial practitioners have to understand different natures and features of the products and the risk tolerance of investors so that they can provide the most suitable products for them. These courses introduce different kinds of products. The instructors will elaborate the features, theories, risk management, transaction mode, relevant market update, and illustrate the knowledge with examples. It is hoped that the expertise of Hong Kong professionals and their international financial knowledge can benefit the participants, as well as contributing to the development of financial reform in China.


Course: 

Portfolio Management
Forex Investment Practical Skills
Structured Products
Fixed Income Products
Global Financial Product Trading

Portfolio Management

Target: Front, middle, back office staff
Duration: 6 hours

Learning Mode

Lecture

 

Course Introduction

Amid the development of economy, the savings of people grow tremendously. However, solely relying on deposits in bank cannot guarantee the growth of your assets. As a result, more and more clients require to invest their money into different financial products. Since many clients are not familiar with the products, a well diversifies portfolio is the most suitable for the customers. As the staff of the banks or financial institution, they should have in-depth understanding with the features, risk and return so that they can make a tailored portfolio for the clients and make appropriate advice.

This course aims to teach students the common asset classes and their respective characteristics, and making participants understand investors' features, so as to choose different investment products depending on investor's preferences and risk tolerance.In addition, the course will teach students about portfolio theory to help them gain a better understanding of how to make a proper product portfolio for the investors. Finally,the course covers different methods of portfolio management, risk control and performance analysis. It hopes to train the ability of the students to select portfolio for customers properly and effectively manage the portfolio.

Course Content

- Characteristics of Different Asset Classes
- Investors Characteristics
- Portfolio Theory
- Equity Portfolio Management
- Fixed Income Product Management
- Risk Management
- Portfolio Performance Evaluation

Forex Investment Practical Skills

Target: Front, middle, back office staff
Duration: 6 hours

Learning Mode

Lecture

 

Course Introduction

The foreign exchange market is fascinating. The volatility of the market, the factors affecting the market and the impacts of them will be included in this course. Moreover, there are plenty of opportunities in the market. This course will focus on the skills and knowledge about the actual application.

This course will introduce the basic theories and concepts as well as the operation of the foreign exchange market, transactions. It will explain foreign exchange market from different perspective. First, the course will introduce the history and the different mechanism, and then bring out the long-term and short-term factor exchange rate movements. The courses will focus on market operations, including spot and forward operations. The course will also include the latest cases for discussion, to deepen participants' understanding.

Course Content

- Introduction to Foreign Exchange Market
- Factors Affecting Long-term Forex Investment
- Factors Affecting Spot Forex Rate
- Forex Spot Trading
- Forex Forward Trading
- Basic Technical Analysis
- Practical Examples

Structured Products

Target: Front, middle, back office staff
Duration: 6 hours

Learning Mode

Lecture

 

Course Introduction

In Hong Kong ,structured products are favored by investors because of their diversity. With the gradual integration of financial markets of mainland China and Hong Kong, the banking industry begins to introduce some structured products. However, many financial practitioners or even product sales do not have in-depth knowledge of the structured products. Subject to government regulation, the types of structured products traded in market are limited. However, due to rapid economic development of China, a variety of financial products will eventually enter the mainland market, so the financial practitioners must understand various products in a timely manner or in advance in order to quickly adapt to changing market and customer needs.

The course gives a initial understanding of traditional structured products, as well as the role of financial institutions and mainland governments. Because structured products are structured from different financial products, so the course will introduce all these products. Finally, the course will introduce different types of structured products. This hopes to give the participants basic concepts, and also give them the ability to identify the structured.

Course Content

- Introduction to Structured Products
- Components of Structured Products
- Forex-linked Structured Products
- Interest-linked Structured Products
- Credit-linked Structured Products
- Equity-linked Structured Products

Fixed Income Products

Target: Front, middle, back office staff
Duration: 6 hours

Learning Mode
Lecture

 

Course Introduction

According to the risk tolerance, investors can be classified into different categories. Risk seekers would like equities and financial derivatives. Fixed-income products are suitable for risk avoid-er. This kind of investor desire fixed returns. Despite the simplicity of fixed-income, this kind of asset hence derives many other products as a result. Consequently, the financial practitioners must understand the different types and concepts of the fixed-income products.

The course will introduce different concepts of, types, transaction mode of fixed income products.In addition, course participants will be taught how to identify and control the risks involved in such assets. Finally, the course will provide participants with different examples to deeper understanding of the content.

Course Content

- Fixed-income Products
- Transaction cycle ( Fixed Rate Notes, Floating Rate Notes, Dim Sum Bonds, Asset-backed Securities, Convertible Certificates of Deposit, etc. )
- Primary market (Offering, Combination, Distribution, Configuration, etc.) related to fixed income pricing and market data
- Risk of Fixed-income Product and its Risk Control
- Structured products ( Multi-callable bonds, Range Accrual Notes , etc. )
- Case Study

Global Financial Product Trading

Target: Front, middle, back office staff
Duration: 6 hours

Learning Mode

Lecture

 

Course Introduction

With different situations of the world, the development stages of the banking system is different. The connection of the world is getting closer, in addition to the rapid development of the internet and competitive financial industry. As a financial practitioner, it is a must for them to understand the global market news and the latest features of the products, in an attempt to keep themselves and the mainland financial industries in pace with the world/

The course will introduce various types of global financial products, especially the nature of derivatives.Owing to the high trading volume of these products in the global market, the course will introduce the operation of these markets, transaction mode and so on.

Course Content

- Fixed Income Market
- Interest Rate Derivatives
- Forex Products
- Options and Structured Products