Investment Banking and
Porfolio Management

This interactive workshop empowers students with essential financial knowledge through hands-on learning and real-world exposure. Students will engage in role-plays, group discussions, stock simulations, and case studies while learning from finance professionals with over 20 years of industry experience. The course includes site visits to financial institutions such as the Hong Kong Monetary Authority, and sessions on investing, cryptocurrency, and asset management. Students will also receive guidance on resume writing, LinkedIn, and interview skills—making this program an excellent stepping stone for both personal growth and future finance careers.

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Program Objectives:

• Build foundational financial literacy

• Understand budgeting, saving, and credit management

• Learn basics of investing, including stocks and crypto

• Explore asset and client portfolio management

• Gain insights into the finance industry through expert-led sessions

• Participate in financial simulations and site visits

Requirements:

• Proficiency in English

• Laptop for games and case studies, and a Google Account for AI tools

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Upon successful completion, each student will receive:

• Recommendation letter from the CEO of the internship company

• Recommendation letter from an industry expert

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Lesson delivery mode:

Online / Offline (in-person at Unit 403, On Hong Commercial Building, 145 Hennessy Road, Wan Chai, Hong Kong)

Duration:

8 Weekly sessions every Saturday, 10:00 AM – 12:00 PM​