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Global FinTech Innovation and Industry Best Practices
Training Program 
for Macau

「全球金融科技創新與行業最佳實踐」
培訓課程
(澳門班)

PROGRAM HIGHLIGHTS

This “Global FinTech Innovation and Industry Best Practices Program for Macau” aims to explore the following 4 key questions with the participants, prepare and empower participants to take on the FinTech wave and seize the opportunities in the Greater Bay, South East Asia and key markets globally.

  1. What does the latest development of FinTech worldwide mean to financial services incumbents, start-ups, investors, regulators, governments, universities and students in the Greater Bay Area especially Macau?
  2. How to get the most out of this inevitable revolution to the financial services industry, especially in the Greater Bay Area and the SE Asia markets?
  3. How to innovate new business models for financial services with emerging technologies such as, AI, Big Data, Blockchain, Cryptography, API, IoT and AR/VR?
  4. What is the implication of the latest development of FinTech worldwide to Macau’s “Specialised Financial Services” strategy?

Dr. Toa Charm is the chief architect of this program.  He has over 30 years of experience in leading financial services incumbents, technology giants and innovative start-ups.  When he was the Public Mission Officer of Cyberport Hong Kong, he nurtured more than 300 FinTech start-ups, including TNG, WeLab, QFPay, Zhongan, Bowtie, OneDegree, Covergo, etc. Dr. Charm has teamed up with a group of experienced and passionate leaders from vibrant Fintech start-ups and global leading financial enterprises to design and create this program. All the trainers have in-depth industry experience from the world’s leading fintech hubs, including Hong Kong, Shenzhen, Shanghai, Beijing, Taiwan, the United Kingdom and the United States.

PROGRAM OBJECTIVE

Global FinTech Innovation and Industry Best Practices Program is designed to empower participants with practical fintech knowledge, including the latest business models, technologies, innovative mindset and culture, to take up the FinTech wave and seize the opportunities in the world.

The course will explore the following key topics with the participants:

  1. Core FinTech Concepts and Technologies
  2. Innovative Business Models of FinTech Unicorns
  3. FinTech Strategies of Financial Services Incumbents
  4. Values of Fintech Ecosystem to Financial Institutions and FinTech Start-ups
  5. FinTech Intrapreneurship and Corporate Innovation Management
  6. Future Trend and Development of Fintech

TARGET PARTICIPANTS

  1. Management and executives in financial services companies
  2. Management and executives in innovation and technology companies
  3. Management and executives in FinTech and Tech start-ups
  4. Government officials, regulators and policy makers
  5. Academia, researchers and university students

Remarks: No pre-requisite is required

KEY TRAINERS

DR. TOA CHARM  湛家揚博士

  • Associate Professor, CUHK Business School
  • Chairman of Dr. Charm & Co. and OpenCertHub
  • Former Chief Public Mission Officer, Cyberport Hong Kong
  • Former Executive: HSBC, IBM, Oracle and Jardine Pacific
  • Chief Judge, 2020 & 2019 HK ICT Awards – FinTech
  • FinTech Advisory Panel, Hong Kong Institute of Bankers

MR. MICHAEL LEUNG  梁建文先生

  • Group CEO, BOA Financial Group
  • The Medal of HonourHong Kong SAR Government
  • Former CIO and COO, China CITIC Bank International
  • Former Deputy Chief Executive, China Construction Bank (Asia)
  • Doctor of Business Administration (candidate, CityU)

DR. DUNCAN WONG  王世松博士

  • Founder and CEO, CryptoBLK
  • Former VP, Applied Science and Technology Research Institute (ASTRI)
  • PHD, Northeastern University, US

DR. WING CHEUNG  張嶸博士

  • CEO and Chief Science Officer (CSO), Lattice
  • Former Head of Portfolio Analytics at Lehman Brothers
  • Former Head of Portfolio Analytics at Nomura (London)
  • PHD, Cambridge University, UK

MR. ALVIN KWOCK  郭彥麟先生

  • Founder & CEO, OneDegree
  • Head of Research, Asia-Pacific Head of Emerging Technology and TaiwanJP Morgan
  • MA degree in Social Science and a BA degree in Economics, the University of Chicago

MR. KEN LO  盧廷匡先生

  • Founding Member, ZhongAn International
  • Former Consultant, Mckinsey and E&Y
  • Former Management Trainee, HSBC
  • Master of Finance, Hong Kong University of Science & Technology

DR. DAVID MA  馬志偉博士

  • Co-founder and Chief Risk Officer, RTL Limited
  • Co-Founder & Advisor of Elite FinTech Startups in China
  • Former Head of Data Science, AIG, AIA, Citi Group and Bank of America
  • PHD, Yale University, USA

MR. JACOB WAI  韋達人先生

  • Founder & Managing Director, Toppix Holdings
  • Former CDO and CRO, MoneySQ
  • Former Executives of China CITIC Bank International, UBS AG and HSBC
  • Doctor of BA (candidate, University of Wales Trinity Saint David)

MR. EMIL CHAN  陳家豪先生

  • Chairman, Smart City Consortium Fintech Committee
  • Founder and Hon. Chairman, StartHK
  • Former Executive, Credit Suisse and BayernLB
  • MBA, University of Northern Iowa

PROGRAM DETAILS

August 22,29; September 5, 12 & October 3, 2020

The program contains 10 half-day modules and is conducted in 5 days:

  Morning Afternoon
Day One Module 1:

Global FinTech Trends & Ecosystem

Module 2:

Payment & Remittance

Day Two Module 3:

WealthTech and Robo-Advisory

Module 4:

Lending & Alternate Financing

Day Three Module 5:

Virtual Banking and Open Banking

Module 6:

AI, Machine Learning & Big Data

Day Four Module 7:

InsurTech

Module 8:

Blockchain & Cryptocurrency

Day Five Module 9:

RegTech, Compliance, Data Privacy and Cybersecurity

Module 10:

FinTech Intrapreneurship and Corporate Innovation

Macau Institute of Financial Services

The class will be delivered in Cantonese and Putonghua.
The training materials are primarily in English.

Certification will be issued by Macau Institute of Financial Services to those participants who have successfully met all the following criteria.

  1. Completed no less than 8 modules of the program
  2. Obtained a Grade C or above on the assessment test of each participated module
  3. Completed the final project of the program and obtained a Grade C or above

The program fee is 15,000 MOP per student.

Remarks: Only exceptional case will be granted for participants to attend individual module(s); the program fee for individual module is 2,500 MOP per student .

Macau Institute of Financial Services
(853) 2856 8280
general@ifs.org.mo
www.ifs.org.mo

CO-ORGANIZER

PROGRAM REVIEW

「全球金融科技創新與行業最佳實踐」
培訓課程(澳門班)

Global FinTech Innovation and Industry Best Practices
Training Program for Macau

課程簡介

「全球金融科技創新與行業最佳實踐」 培訓課程 旨在探討四大關鍵問題,幫助及賦能學員擁有實用的金融科技知識,迎接當前 金融科技(FinTech)的浪潮,把握在大灣區、東南亞以及全球主要市場的機遇

Two of the world’s top business cities,  HongKong and Shanghai have a lot of things similar and in common. They are both strong in FinancialServices & play a pivotal role in the global financial services market.

It was my pleasure to join a forum on “Cultivating Data Talents in Financial Services 打造金融数据人才” in Shanghai. I shared the global trend on FinTech & BigData and discussed with experts from Shanghai financial services industry in a panel. Thanks for the valuable sharing from the speakers from Shanghai University of Finance and Economics, China Construction Bank, East West Bank, Deutsche Bank. I learned a lot from them.

The forum also launched a cooperation for Hong Kong & Shanghai to join hands to reskill FinancialServices leaders & practitioners in the mainland China with BigData and AI competence. OpenCertHub from Hong Kong is a certification & an examination platform for AI & Big Data talents while 鴻覽金融研究院 from Shanghai is a leading training institute specialized in financial services training. Together, we launched a new series of training programs to help financial services get ready for the AI Era.

Special thanks to Carrie Ma from 上海鴻覧 & Francois Lee Tony Woo 胡宗显from OpenCertHub. Find out more about the collaboration: https://lnkd.in/fNbk6Nh