Program |
Fundamentals of Financial Services (FFS) |
Teaching hour |
- 2 hrs per week
- 2 months teachings
|
Lecturer |
Daw Thiri Yadana Kyaw
- MBA (Anglia Ruskin University, UK)
- Graduate Diploma in Finance (University of London)
- CISI Leader Trainer
- Working at SMID Bank
|
Module 1 |
Ethics and Integrity in Financial Services |
Learning Objectives
- Know the key principles of ethical behavior in financial services.
Module Outline
- Introduction
- Ethics in Practice
- Ethics in Financial Services
|
Module 2 |
Saving and Borrowing |
Learning Objectives
- Know how the financial services industry can be viewed as linking those with
surplus money(savers) and those with a need for money (borrowers) in the
following ways : via banks(deposits, loans) ; via equity (ownership stake); via
bonds
Module Outline
- Introduction
- Who are the Savers and Borrowers
- Risk and Reward
- Equity and Bond Markets
- Insurance
- Foreign Exchange
|
Module 3 |
Banking |
Learning Objectives
- Know the difference between retail and commercial banking and the types of
customer-individuals/corporates
Module Outline
- Retail and Commercial Banking
- Retail Borrowing in Focus
- Interest Rates
- Secured and Unsecured Borrowing
- Investment Banks
- Central Banks
|
Module 4 |
Equities |
Learning Objectives
- Know the reasons for issuing shares (stock) - to finance a company
Module Outline
- The Reasons for Issuing Shares
- Initial Public Offerings (IPOs)
- Potential Returns from Shares
- Shareholder Voting Rights
- The Risks Involved in Owning Shares
|
Module 5 |
Bonds |
Learning Objectives
- Know the definition of a bond and the reasons for issue: alternative to loans
or issuing shares
Module Outline
- Introduction to Bonds
- Bond Issuers
- Features of Bonds
- Bond Terminology
- Advantages and Disadvantages of Investing in Bonds
- Credit Rating Agencies
- Bonds or Equities?
|
Module 6 |
Derivatives |
Learning Objectives
- Know the definition and function of a future
Module Outline
- Introduction
- Futures
- Options
|
Module 7 |
Markets |
Learning Objectives
- Know the function of a stock exchange
Module Outline
- The Function of a stock Exchange
- Initial Public Offerings
- Stock Exchange Indices
|
Module 8 |
Other Areas of Financial Services |
Learning Objectives
- Know the principle of collective investment schemes: comparison with direct
investment; pooling; diversification; expertise.
Module Outline
- Fund Management
- Foreign Exchange
- Insurance
- Financial Planning
|
Teaching Methodology
- (1) Conduct Lecture, Engage students with in-class exercise, Q&A and
- (2) Employ ICT, visual and audio aids and tools, where applicable, to make teaching to be more efficient and learning to be more effective and interesting.
|
Assessment |
Multiple Choice Question |
- 100% Computer based exam
- Total result 100%
- 95% to 100% : Distinction
- 70% and above : Passed
- 69% and below : Failed
|
Tuition fees |
150,000 mmk per program
- Registration & examination fees
- 148 USD
|
Learning Outcomes
- Know the key principles of ethical behavior in financial services
- Know the financial services industry can be viewed as linking those with
surplus money (savers) and those with a need for money (borrowers)
- Know that borrowers include companies and governments and that
governments issue bonds rather than equities
- Know the difference between the quoted interest rate on borrowing and the
effective annual rate of borrowing
- Be able to calculate the dividend yield given the share price and the dividends
paid in the year
- Understand the benefits and risk of leverage in a company’s financing
structure
- Know the function of a stock exchange
|