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Licensing Examination for Securities and Futures Intermediaries
Take you to understand the content and career development of securities and futures practitioners qualification examination.
Licensing Examination for Securities and Futures Intermediaries in Hong Kong
About William YS Chan
30+ years adult EDUCATION & TRAINING experience in Accounting, Banking, Insurance & Securities; professionally, a seasoned Fellow (FHKSI), Hong Kong Securities & Investment Institute, Snr Associate, Australian Institute of Banking & Finance (AIBF), AIBF merged with the Securities Institute of Australia (SIA) becomes FINSIA; Life Associate (since 1991) & nominated a Fellow (2001) Chartered Institute of Bankers, UK renamed London Institute of Banking & Finance(LIBF); Life Associate(since 1995) & sub-committee (1997-07) HK Institute of Bankers;
Certified Management Accountant of Institute of CMA & Fellow of the Institute of Public Accountants, both Australia & Association of International Accountants, UK
Licensed Representative of both SFC and Insurance Authority in HK. Training Consultant of Banking Training Centre, Financial Services Development Centre, Institute of Professional Education and Knowledge & School for Higher and Professional Education of the VTC; experienced in designing & providing professional & management training for semi-government and in-house corporate organizations.
On-hands teaching experience:
(1) SPACE, Hong Kong University, (2) SCOPE, City University of Hong Kong, (3)School of Business, HK Polytechnic University, MSc & BBA, (4)Manchester Business School MBA e-facilitator "Managerial Economics", "Strategy & Competition", local tutor; Live Business Project Supervisor; ;
(5) UCD National Uni of Ireland BBS pgm in HK, (6) Deakin University MBA pgm in HK
(7) Open University of HK, BBA, (8) Lingnan University, ProfDip Banking & Finance, (9) HK Institute of Bankers/Chartered Institute of Bankers HK, (10) Kaplan Financial (SFC Licensing Exam papers 1 & 7), (11) VTC PEAK PgDip in Risk Management in Insurance; modules FRM & FPM
Specialties: Managerial Economics, Commercial Banking, Credit & Marketing of Trade Finance, Corp Risk Mgt, Equity Investment Analysis; Marketing of Financial Services, Int'l Business, Financial Planning, Financial Risk Mgt etc.
Long service awards from OUHK (10 years+) & MBS (7 years)