1. THE NATURE OF FINANCIAL MARKET
( 財經市場 )
- Recognize How Financial and Economic
Markets Function
- Understand Primary and Secondary Securities Markets, (i.e IPO)
- Identify Types of Financial and Economic Crisis
- The Anatomy of Economical and
Investment Emotional Cycle
2. FUNDAMENTALS OF SECURITIES
VALUATION ( 證券定價基礎 )
Basic Investing Theory
- The Fundamental Determinants of Securities
Prices and Index
- Intrinsic Value vs. Market Price
- Understand the Key Financial Information Ratios
3. FUNDAMENTAL ANALYSIS ( 基本分析 )
- From Global Macro to Micro Analysis
- Understanding World Economic Indicators
- Information in Corporate Annual Report
- Basic Criteria on Performance Research to
Market Strategy
4. TECHNICAL ANALYSIS ( 技術分析 )
- What is Technical Analysis and Use of Charting?
- Underlying Assumptions of Technical Analysis
- Challenges and Advantages of Technical Analysis
- Demonstration Technical Analysis of different Securities and Fund Index
5. WHAT CAN ONLINE MARKET PORTALS DO FOR YOU ON INVESTMENT?( 綱上投資工具 )
- Investment Tracking and Monitoring
- Review Market and Corporate Report, Stock Quote Details,
- Financial and Economic Breaking News Snapshot Analysis
- Demonstration World Economic and Financial Portals
6. INVESTMENT ASSET – STOCK MARKET
FUNDAMENTAL ( 基本股票市場投資 )
- Basic Features of Stock
- Stock Order and Trading Logic
- Why Invest in Stock Securities?
- Basic Criteria to Screen Out Performance Stock
7. INVESTMENT ASSET – MONEY MARKET AND
BOND FUNDAMENTALS ( 基本貨幣市場債券投資 )
- Basic Features of Money Market and Bond
- Treasury, Government and Corporate Bonds      
- Judging the Investment Quality of Bonds
- Advantages and Disadvantages to Holder of Bonds
8. INVESTMENT ASSET – COMMODITIES
FUNDAMENTALS ( 商品投資 )
- Identify Commodities Asset Class : Precious Metals, Energy and Agricultural
- Basic Features of Commodities Investment
- Commodities Price Trend Analysis
- Introduction to Commodities ETF Index
9. FUNDAMENTALS OF DERIVATIVES AND HEDGE
( 衍生工具及對沖 )
- Terminology of Derivatives and Hedge
- Basic Features of Futures, Options and Warrants Transaction Logic
- Hedging Core Application and Strategies
10. HOW MUTUAL FUNDS WORK ( 投資基金的運作 )
- Types of Mutual Funds and Organizations
- Mutual Funds Investment - Methods, Sales Charges & Management Fees
- Can Fund Managers Beat The Market?
- Active and Passive Fund Management
11. FUND ANALYSIS AND RISK-ADJUSTED
PERFORMANCE ( 基金分析及風險分析 )
- Fund Analysis Terminology
- Risk-Adjusted Statistical Information Ratio
- How to Screen Out The Best Funds Categories?
- Direct Funds vs Insurance Unit Linked Investment in Financial Planning
12. PORTFOLIO MANAGEMENT ( 投資組合管理 )
- Determination of Asset Allocation
- Portfolio Optimization, Construction and Rebalancing
- Portfolio Monitoring in Financial Planning
- DIY A Winning Portfolio

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