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Sat, Aug 24, 2019
 
Finance Program

This one-week intensive training program provides an opportunity for students to learn key aspects of Canada¡¯s financial systems, including its banking system, security market, venture capital, business financing, mutual funds and personal financial planning. This training program involves both in-class instruction/discussion and field excursions to Canadian companies. Details are as follows:

Day Time Course/event Description Instructor

Monday

9-12

Canadian business environment

Introduction to Canadian market system, finance, accounting, taxation, employment system, international trade and so on.

Sean Hu

 

1-5

Canadian business culture and etiquette

Making conversation, telephone manners, greetings, business attire, how to conduct meetings, gift-giving, business meals, writing, and so on.

Sunny Sheng

Tuesday

9-12

Introduction to Canadian finance

Major areas of Canadian financial system.

Edmund Tin

 

2-5

Bank system

Classes of banks in Canada and their services.

Edmund Tin

Wed.

9-12

Visit a bank

Visit a branch of Scotiabank, one of the top five banks in Canada.

N/A

 

1- 5

Stock market

Operations of Canadian security markets and procedures and requirements for a company to go public.

David Chen

Thurs.

9-12

Enterprise financing

Main forms of financing in Canada, including stock transactions, bank loans, venture capital investment and others.

David Chen

 

2-5

Personal investment consulting

Canada¡¯s investment market, mutual funds, and personal financial planning services.

David Chen

Friday.

8-12

Touring Toronto

N/A

N/A

 

1- 6

Touring Niagara Falls

N/A

N/A

Saturday -Monday

 

Three-day Eastern Canada tour

Sites include Ottawa, Montreal, Quebec City, Kingston, Thousand Islands¡­

N/A

Tuesday

9-12

Company Visit

Visit HSBC Investment (Canada) Inc.

N/A

 

1-5

Free time for shopping in Toronto

N/A

N/A



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