Course No.
262-820353-11
Course Type
Online & Distance
Start Date
May 18, 2026
Total Hours
10.00 hour(s)
現正接受報名
現正接受報名
Course Detail
-
Venue
NIL -
Instructor
CUSCS Instructor -
Level
General Short Courses -
Tuition Fee
HK$ 1,430.00 -
Language Used
English -
Closing Date for Application
04/05/2026 -
Course Enquiries
-
Enrolment Enquiries
Mode of delivery: Distance Learning
This course will NOT provide live sessions. Students will learn in distance learning mode through written course materials in conjunction with the Required Textbook*.
Course materials include: 'Course Guide', 'Course Notes', “Video Clips”, 'Course Assignments' and 'Study Schedule'. Video clips that are supplemented to the course. They will only cover the main points of the course but not the whole content.
* Students are required to purchase the textbook on their own. For details, please refer to the column 'Required Textbook' below.
Course materials include: 'Course Guide', 'Course Notes', “Video Clips”, 'Course Assignments' and 'Study Schedule'. Video clips that are supplemented to the course. They will only cover the main points of the course but not the whole content.
* Students are required to purchase the textbook on their own. For details, please refer to the column 'Required Textbook' below.
Introduction
This course provides students with a range of investment concepts and ideas that can be applied in decision-making in real investment or business situations. Students will learn how to determine the best investment decision through a systematic assessment of the pros and cons.
Course Outline
。Background, Basic Principles, and Investment Policy
。Portfolio Construction
- International Investment & Diversification
- Bond Pricing and Selection
- The Role of Real Assets
。Portfolio Management
- Revision of the Equity and Fixed-Income Portfolio
- Principles of Options & Option Pricing
- Fiduciary Duties and Responsibilities
。Portfolio Protection and Emerging Topics
。Setting Portfolio Objectives, Investment Policy
- Principles of the Future Market
- Integrating Derivative Assets & Portfolio Management
。Portfolio Construction
- International Investment & Diversification
- Bond Pricing and Selection
- The Role of Real Assets
。Portfolio Management
- Revision of the Equity and Fixed-Income Portfolio
- Principles of Options & Option Pricing
- Fiduciary Duties and Responsibilities
。Portfolio Protection and Emerging Topics
。Setting Portfolio Objectives, Investment Policy
- Principles of the Future Market
- Integrating Derivative Assets & Portfolio Management
Course Materials
English
Course Duration
Around 12 Weeks