Youth Investment & Financial Literacy
This course empowers students with essential money management skills, equipping them to make informed financial decisions throughout their lives. Bringing core business and finance content delivered at top Business Schools and Financial institutions to secondary school students. Allowing them to grasp practical investment and financial literacy concepts through progressively challenging hands-on experiences. Covering key areas such as budgeting, saving, investing, credit, and financial planning, it offers hands-on learning tailored to the real-world financial challenges faced by teenagers and young adults.
Highlight and Outcome:
- Experience professional investment bank simulations used by leading global financial institutions such as Morgan Stanley and UBS
- Engage in hands-on learning through practical course frameworks adopted by world-class universities including Oxford, Cambridge, LSE, and the University of Hong Kong
- Apply sustainable investing concepts through a $20M ESG stock investment simulation, developing real-world trading and decision-making skills
- Build a solid financial literacy foundation by designing and presenting a family investment plan, gaining an early understanding of wealth planning and ownership
- Develop essential soft skills including communication, teamwork, critical thinking, and public speaking through collaborative activities
- Earn a prestigious Level 4 Diploma awarded by the London Institute of Banking and Finance, enhancing academic profiles and supporting future university applications
Participants are required to bring a laptop with a charger. A mouse is recommended. Alternatively, an iPad or Microsoft Surface with an external keyboard may be used. Please note that using a virtual keyboard without an external keyboard will occupy a significant portion of the screen and may negatively affect the learning experience. It is recommended to use Google Chrome, Microsoft Edge, or Mozilla Firefox browsers.
Course Instructors
- Ex-Morgan Stanley London Trader
- Trains talents for top financial institutions, including Morgan Stanley, UBS and Citadel
- Lecturer at universities such as Imperial College, National University of Singapore, and Tsinghua University
- 10 years of experience in financial industry at Citibank, Silicon Valley fund, and Hong Kong-listed securities consulting firm
- First place in Citibank Asset Management campaign and managed assets USD 50 million for global high-net-worth clients
- Provided training for leading global universities, such as University of Sydney, HKUST, PolyU and Fudan University
- Certifications: Securities Investment Advisory Qualification, Securities Professional Qualification, Fund Industry Professional Qualification
- 9 years of international financial market and training experience
- IPO Auditor at Ernst & Young UK, specializing in comprehensive due diligence, internal control, and supply chain assessment
- Provided annual audit and consulting services to major clients including Barclays and BP
- Responsible for the development and operation of real estate funds in the US, Japan, and Europe
- Certified Securities Professional
- Managed distressed asset mergers and acquisitions

