The course's goal is to teach students in the insurance and financial industries how the securities market works, as well as the principles and practices of basic analysis, so that they can analyze the influencing factors, risks, returns, and strategies involved in the securities investment market with intrinsic value.

 

Course Content

1. Securities Market

2. Securities and types of securities

3. Hong Kong Securities Exchange Market

4. Hong Kong Listing Standards

5. Fundamental analysis of securities

6. Balance Sheet

7. Stock valuation methods

8. Beta coefficient

9. Securities Investment Strategy

10. Value Investment

11. Portfolio Management

 

The course has been registered and approved by the HKCAAVQ to bear 5 CPD hours under the Continuing Professional Development Programme of the Insurance Intermediaries Quality Assurance Scheme.