Course Overview: Corporate Financial Services
This course provides a structured and practical exploration of corporate financial services, equipping learners with the knowledge and tools to navigate modern financial markets, manage portfolios, and design wealth strategies. It emphasizes both theoretical foundations and applied techniques, preparing candidates for professional banking examinations and real-world financial decision-making. Designed for banking professionals, finance students, and practitioners, the course bridges academic concepts with industry practice to strengthen technical competence and strategic insight.
Learners will gain insights into:
- Portfolio Management Fundamentals: principles of diversification, correlation, risk-return trade-offs, and investor categories
- Risk and Return Analysis: frameworks for measuring risk, calculating returns, and applying models such as CAPM, SML, Sharpe ratio, and Jensen’s Alpha
- Managing Portfolio Stock: active vs. passive management, investment policy statements (IPS), constraints, and asset allocation strategies
- Structured Finance and Securitisation: concepts, instruments, and applications in corporate financing
- Treasury Management: interest rate management, cash flow optimization, currency exposure, and accessing capital markets
- Risk Management with Derivatives: using futures, options, and swaps to hedge exposures and enhance portfolio efficiency
- Wealth Planning and Management: financial planning cycles, insurance, retirement planning, taxation, and estate planning
- Capital Market Access: strategies for raising funds, evaluating instruments, and managing investor relations
- Regulatory and Governance Considerations: compliance, ethical standards, and professional responsibilities in financial services
- Practical Applications: case studies, practice questions, and simulations to reinforce learning outcomes
- Enrolled students: 3