TECHNICAL COMPETENCE AT ALL LEVELS

Banking Knowledge

Our Programmes

Kaplan Professional

Financial Training

In-house Financial Training

Kaplan’s in-house training, short courses and online solutions cover a comprehensive range of asset classes, functions, certifications, vital skills and knowledge required to succeed in the financial sector.

Kaplan Professional

Financial Training

Executive Certificate in Financial Modelling

If you want to excel in a finance career, financial modelling is something that you should know right from the start. Excel models are used in business valuation, business analysis and risk management. Being able to construct, understand and stress test models is an essential skill.

Kaplan Professional

Financial Training

Exam Drilling Course for Wealth Management Practitioners

Kaplan’s Exam Drilling Course for Wealth Management Practitioners is designed to help practitioners to pass two examinations to meet the industry’s mandatory certification requirement. We have greatly enhance their study effectiveness and exam performance.

Kaplan Professional

Financial Training

Financial Literacy Diagnostic

Every decision made within your organization affects its financial health – directly and indirectly. It is critical that everyone is financially literate in order to make the right commercial decisions, even those who “don’t do numbers”. The Diagnostic allows your organization to identify risk quickly, by assessing the competence and confidence of your workforce.

Other Topics Include:

  • Credit Analysis and Management 
  • Credit Risk Management for Corporate Clients
  • Customer Due Diligence
  • Finance for Non-Finance Managers
  • Financial Regulations and Compliance Practices – The Hong Kong Experience
  • Interest Rate & Cross Currency Swaps Pricing & Risk Management
  • Interest Rate Options & Interest Rate Structured Products
  • Introduction to Risk Management
  • Introduction to Risk Management & Value-at-Risk
  • Introduction to Wealth Management
  • Investment Advisory I: Know Your Client
  • Investment Advisory II: Effective Pitching
  • Investment Advisory III: Estate Planning
  • Managing Counterparty Credit Risk
  • The Regulatory Framework on Anti-Money Laundering and Counter-Terrorist Financing
  • 企業金融核心業務知識課程
  • 大模型於防洗錢領域的應用

 

 

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