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Applied Learning: Financial Markets and Operations

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:

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Applied Learning: Financial Markets and Operations

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  1. Applied Learning: Financial Markets and Operations Eric Lee Programme Manager LiPACE, OUHK 15th January 2014

  2. 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.

  3. 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.

  4. 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)

  5. Assessment Tasks

  6. 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

  7. Q&A

  8. 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)

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