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FINANCE STREAM (for BBA Stream Forum 201 7 ) 1

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Page 1: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

FINANCE STREAM(for BBA Stream Forum 2017)

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Page 2: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

FINANCE STREAMOffered by the Department of Finance and Insurance

I. What is Finance?

II. Why Finance Stream?(a) Career Prospects(b) Internship Opportunities(c) Graduate Studies

III. Professional Recognitions, Scholarships, and Awards

IV. Departmental Activities

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Page 3: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

I. What is Finance?From “Investopedia”http://www.investopedia.com/terms/f/finance.asp#ixzz2JGLjRkFR“The science that describes the management, creation and study of money,banking, credit, investments, assets and liabilities that make up financialsystems.”

Areas of study in finance Investment (投資) Financial Markets and Institutions (金融市場及機構) Corporate Finance (公司財務)

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Page 4: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

An interesting major to develop students’ analytical skills and to equipstudents with solid knowledge in finance for future careers or furtherstudies in finance or related areas.

Finance graduates are granted certain exemptions from the courseworkrequirements of the Certified Financial Planner (CFP) qualification.

Help students prepare for professional examinations and get scholarships totake the Chartered Financial Analyst (CFA) professional examination.

Have experienced and knowledgeable faculty with professional affiliationssuch as CFA and HKSI.

Help and encourage students to join internship programs to gain highlyrelevant work experience.

II. Why Finance Stream?

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Page 5: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

1. Careers in Investment Financial Analyst, Fund Manager, Investment Advisor, Securities Account

Manager, Foreign Exchange and Commodity Trader, Security Dealer & Equity Researcher etc.

A sample of employers of our finance major/minor graduates: Goldman Sachs UBS AG Nomura (investment banker) London Stock Exchange, U.K. Asia Financial Holdings Ltd. UOB Kay Hian (Hong Kong) Ltd

(a) Career Prospects:

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Page 6: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

2.Careers in Financial Markets & InstitutionsBank Manager, Relationship Manager, Treasury, Financial Planner, Personal Financial Consultant & Administrator in Regulatory Institutions etc.

A sample of employers of our graduates : HSBC Standard Chartered Bank Hang Seng Bank Bank of China (Hong Kong) Ltd. The Bank of East Asia, Ltd. DBS Bank (Hong Kong) Ltd. Chong Hing Bank Ltd. Wing Lung Bank Ltd. Nanyang Commercial Bank Prudential Hong Kong Limited Fubon Bank Chiyu Banking Corporation Ltd.

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Page 7: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

China Construction Bank (Asia) Corp. Ltd. Bank of Communication Industrial & Commercial Bank of China (Asia) Ltd. (ICBC) Shanghai Commercial Bank BOC Group Life Assurance Co. Ltd. Shanghai Pudong Development Bank Co. Ltd.

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Page 8: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

3.Careers in Corporate Finance and other related areas such as accounting etc.Treasurer, Corporate Financial Planner, Credit Manager, Financial Controller& Management Accountant etc.

A sample of employers of our finance graduates: Deloitte Touche Tohmatsu KPMG Pricewaterhouse Coopers Ernst & Young Cathay Pacific Airways Ltd Johnson Electric Dairy Farm International Holdings Ltd. MassMutual Financial Group KCS Corporate Services, TMF Group 8

Page 9: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

(c) Internship Opportunities:

(d) Graduate Studies:Major and minor students gained places in prestigious graduate schools. For example, Oxford University, U.K. (Financial Economics) London School of Economics and Political Science (LSE), U.K. Imperial College Business School, U.K. (MSc. Finance) 9

Obtained internships from major financial institutions. For example, Hong Kong Monetary Authority Hong Kong Deposit Protection Bureau Hang Seng Bank Standard Chartered Bank Citibank (HK) Ltd. BNP Paribas Hong Kong Shanghai Commercial Bank

Bank of Communications Company Limited OCBC Wing Hang Bank Limited CACEIS Hong Kong Trust Company Limited

Page 10: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

III. Professional Recognitions, Scholarships, and Awards(a) Professional Recognitions:

Our Finance Stream is a member of the CFA’s UniversityRecognition Program. This recognition is the result of athorough review of our degree by the CFA Institute.

Finance graduates are granted certain exemptions from theexaminations of well-known professional bodies such as: Hong Kong Securities and Investment Institute (HKSI) Association of Chartered Certified Accountants (ACCA) Institute of Financial Planners of Hong Kong (CFP) (exemption from

attendance in certain courses)10

Page 11: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

(b) A Sample of Recent Scholarships received by finance students

Chartered Financial Analyst (CFA) Scholarships BOCHK Charitable Foundation – Lingnan University Scholarship First Pacific Company Scholarship Kowloon Chamber of Commerce Scholarship Asian Capital Corporate Finance Scholarship Che Foong Woollen Company Limited Scholarship Chartered Secretaries Scholarship Association of Chartered Certified Accountants (HK) Scholarships HKSI Scholarship Master of Science in International Banking and Finance

Programme Scholarship

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Page 12: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

(c) A Sample of Recent Awards received by finance students

KPMG Business Administration Paper 2014 – Best Presenter Award and Champion (Team)

The Qualification Programme (QP) Case Analysis Competition 2014 –Best Presenter Award and 2nd runner up (Team)

HSBC Hong Kong Business Case Competition 2014 – Winning team HKFBS: Hong Kong Outstanding Business Students Award 2014 SCMP/IFPHK Financial Planner Awards 2012 – Third Prize The Most Distinguished Student of Lingnan University President’s Award of Lingnan University Dr. and Mrs. James Tak Wu Awards for Outstanding Service

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Page 13: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

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The Qualification Programme (QP) Case Analysis Competition 2014 –Best Presenter Award and 2nd runner up (Team)

(Source: Hong Kong Economic Times on December 8, 2014)

Page 14: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

SCMP/IFPHK Financial Planner Awards (Source: South China Morning Post on September 22, 2012)

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Page 15: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

Most Distinguished Student of Lingnan University President’s Award of Lingnan University

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Page 16: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

IV. Departmental Activities Alumni sharing sessions and departmental gatherings

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Page 17: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

Career talks, guest talks, and company visits

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Page 18: Department of Finance and Insurance Risk and Insurance ... Forum… · Financial Analyst, Fund Manager, Investment Advisor, Securities Account Manager, Foreign Exchange and Commodity

Investment and financial planning competitions

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Many thanks