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1. Corporate Banking
1) Credit analysis for lenders
2) Analyzing industry, business and management risks
3) Loan structuring for commercial lenders
4) Financial statement analysis
5) Cash flow analysis

2. Capital Markets
1) Fixed income products
2) Bond math
3) Foreign exchange
4) Derivatives
5) ABS and MBS

3. Investment Banking
1) M&A
2) Valuation Modeling
3) Due diligence
4) IPO process
5) Preparation for overseas listing

4. Professional Skills
1) Financial English
2) Selling skills for calling officers and institutional sales
3) Communication skills
4) Telephone skills
5) International business etiquette
6) Excel
7) Financial career development
8) New hire training for banks and securities firms

5. Test Preparation
1) CFA
2) Wealth Management
3) Risk Management

Notes: Tailor-made courses can be developed upon request from clients.

Examples of Some Course Outlines:

Management of Investment Banks for BOCI Senior Management

1. Goldman Sachs
1) Overview on history of the US securities industry
2) History, culture, and 14 principles of Goldman Sachs
3) Role of each department, and how they work together to serve clients
4) Human resources management: recruiting, training, career path

2. Morgan Stanley
1) Overview on recent development and trend in the Asian securities industry
2) Important issues on how to manage MS¡¯s joint-ventures in Asia
3) Functions of MS¡¯s Research Department, and how to interpret its research reports
4) Internet banking and financial services

3. Merrill Lynch
1) Overview on recent development and trend in the global securities industry
2) Human resources management
3) Compliance and legal issues such as ¡°Chinese Wall¡± in an investment bank
4) An investment banker¡¯s career path

4. UBS
1) Overview on the European securities industry and recent development
2) History of Warburg, Dillon Read and UBS; role of each department, and how they team up to serve clients
3) Differences between an investment bank and a commercial bank, how UBS and WDR work together

Financial English for CICC

  • Commonly Used Abbreviation
  • Corporate Finance Terminologies
  • Underwriting Terminologies
  • Capital Markets Terminologies
  • Debt and Related Terminologies
  • Legal and Regulatory Terminologies
  • Other Financial Terminologies
  • Selected Pages from Prospectuses

The course is designed to help new graduates quickly adapt to the international financial business environment. Although most of the new hire graduates have finance majors from prestigious universities such as Tsinghua University and Peking University, most courses at universities are taught in Chinese, and few securities terminologies are taught in English on campus. The course orientates new hires with financial terminologies by business functions.

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