treasury market management masterclass
TRANSCRIPT
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Application
Admission Requirements
Enrolment in this program is limited and applicants are selected on a competitive basis. Applicants should have:
1. a) a degree awarded by a recognized university-level institution or equivalent professional quali�cation, and
b) substantial relevant experience as a seasoned treasury market executive ;
OR
2. a) a diploma from CUHK or equivalent from a recognized university-level institution, and
b) substantial relevant experience as a seasoned treasury market executive, and
c) TMA Level 2 quali�cation.
Application Deadline
September 30, 2013
Application Fee
HK$150 (non-refundable)
Program Fee
HK$48,000
Application Procedure
You can apply online or complete the application form enclosed.
The following documents should reach Admissions O�ce, The Asia-Paci�c Institute of Business, The Chinese University of Hong Kong, 8/F, Cheng Yu Tung Building, No.12, Chak Cheung Street, Shatin, N.T. :
i. A completed application form,
ii. An application fee of HK$150,
iii. Copies of academic certi�cates / transcripts and professional quali�cations,
iv. A copy of your Hong Kong identity card or passport,
v. 1 recent photograph of 1.5 X 2 inches,
vi. A testimonial or other evidence of your current and past working experience and job responsibilities,
vii. A con�dential recommendation form posted directly by your referee(s), and
viii. Optional:
A one-page essay on his/her motivation for enrolment, academic/career plans and potential contribution to the program.
Selection Process
The selection process will begin upon receipt of the applications and supporting documents. Applicants may be required to take an entrance test or attend interviews. Applicants will be noti�ed separately.
Enquiry
Ms. Leung / Mr. Yu Tel : 3943-7423 / 3943-8772Fax : 2603-5136Email : [email protected]
In collaboration with TREASURY MARKETS ASSOCIATION
Treasury Market Management Masterclass Program The Asia-Paci�c Institute of BusinessCUHK Business School
Prof. Chak WongProfessor of Practice in Finance;Industry Director, MSc Program in Finance; Associate Director,MBA ProgramsCUHK Business School
Prof. Hugh ThomasAssociate Professor; Associate Director, Center for EntrepreneurshipCUHK Business School
Prof. Paul McGuinnessProfessor CUHK Business School
Mr Philip LauChief Executive O�cerHPI Financial Group Limited
Mr John TanCo-Head Wholesale BankingHead, Global MarketsStandard Chartered Bank(Hong Kong) Limited
Mr Woody ChanTreasurerTreasury & Markets GroupChina CITIC Bank International Limited
Mr Justin ChanCo-Head of Markets,Asia-Paci�cThe Hongkong and Shanghai Banking Corporation Limited
(Disclaimer)The information in this lea�et is valid as of August 2013.It is subject to change without notice.
Program Details
Introduction
This program is for senior Treasury Market executives. It develops their analytical skills, broadens their strategic thinking and prepares them for future opportunities. Via simulation exercises they will confront issues in corporate governance, �nancial regulation and professional standards.
Program Objectives
• Provide senior management executives in treasury markets with in-depth and advanced training in areas deemed vital for those who assume senior management roles with a view to increasing Hong Kong’s soft power and competitiveness as an international �nancial centre
• Empower participants to seek new opportunities in regional �nancial centers by enabling them to innovate and create
• Strengthen professional standards and ethics in treasury markets management
The Treasury Markets Association
The TMA, supported by the �nancial markets and the Hong Kong Monetary Authority (HKMA), was incorporated through the institutionalisation of the Treasury Markets Forum of Hong Kong and the merger with ACI-The Financial Markets Association of Hong Kong in 2005. The mission of the TMA is to further promote the professionalism and competitiveness of the treasury markets in Hong Kong through the following functions:
• Developing appropriate codes and standards for the treasury markets
• Promoting market and product development
• Enhancing the professionalism of market practitioners
• Promoting Hong Kong as the preferred hub for treasury market businesses in the Asia Paci�c region
Message from the Dean
CUHK Business School
CUHK Business School at The Chinese University of Hong Kong is a pioneer and leader in management education in the Asia-Paci�c region. Due to its strategic location, historical roots with China, world-class research and excellent teaching, the Business School plays a unique role in developing business leaders for the Asian Century.
Established in 1990, The Asia-Paci�c Institute of Business (APIB) is the premier provider of executive education with its mission to empower managers and companies in meeting business challenges in Hong Kong and the rest of the Asia-Paci�c region. Over the years, the School has nurtured more than 20,000 business professionals many of whom are pillars of the local and global business communities.
I am delighted to introduce one of the newest APIB programs, the “Treasury Market Management Masterclass Program” which is run in partnership with the Treasury Markets Association. The program provides in-depth and advanced training for treasury markets practitioners and will help to prepare participants for future opportunities within the industry. Through a wide range of simulation exercises participants can develop strategic thinking and analytical skills and deepen their knowledge of essential areas including corporate governance, �nancial regulation and professional standards.
This exciting new program provides a rare opportunity for top scholars and industry experts to share cutting-edge knowledge on treasury markets. I invite you to read on for more information about the program and please feel free to contact APIB sta� for inquiries.
Prof. T. J. WongDean
CUHK Business School
Message from Honorary President
Treasury Markets Association
The Treasury Markets Association (TMA) plays a signi�cant role in fostering the technical expertise and professionalism of Hong Kong’s treasury market practitioners, and this “soft power” is what sets Hong Kong apart as an international �nancial centre. With this in mind, I am pleased to see the TMA and the CUHK Business School jointly o�er the Treasury Market Management Masterclass Program, the capstone of the TMA’s Professional Quali�cation Framework.
Through active engagement with their industry peers in the Masterclass Program, senior executives will develop the analytical skills critical for evaluating the strategic issues in treasury market management, corporate governance and �nancial regulation that will a�ect their business. The course’s module focusing on RMB developments will strengthen participants’ ability to capitalise on the opening up of the Mainland markets. Taught by distinguished professors of the CUHK Business School, the course also features presentations from industry thought leaders whose market insights will be invaluable to course participants.
The Masterclass Program will reinforce the professional standards and ethics of its participants and prepare them to tackle the challenges and seize the opportunities in the market. I am con�dent that this joint endeavour from the TMA and the CUHK Business School will help cultivate the necessary “soft power” in our treasury markets’ senior executives, thereby bolstering Hong Kong’s position as an international �nancial centre.
Mr Norman T.L. Chan, GBS, JPChief Executive
Hong Kong Monetary Authority
The Treasury Market Management Masterclass Program will be delivered in 3-hour sessions. It will include case studies, group discussions, plus a �nal presentation. Progress will be monitored via in-class assessment and a research project.
Who Should ApplyTMA Full Members seeking TMA Fellow membership status. Priority will be given to nominations from TMA corporate members seeking to train upcoming treasurers.
AwardsParticipants in the Treasury Markets Masterclass Program will be eligible to apply for two awards, the Certi�cate and TMA Fellow Membership.
A. The Certi�cate
To be awarded the Certi�cate of Treasury Market Management Masterclass Program, participants must:
1. have achieved a passing grade in all assessments, and
2. have attended at least 80% of the lectures
B. TMA Fellowship
To be awarded the TMA Fellow Membership a participant must:
1. be a Financial Markets Practitioner employed by a Regulated Financial Institution with at least 15 years of relevant industry experience, and
2. have completed and passed requirements for the Certi�cate in A above
Program Structure
The Treasury Market Management Masterclass Program consists of four themes, 15 out of 19 sessions will be o�ered in each academic year. The duration of each session is 3 hours. Subsequently, participants are required to submit a research project.
A. Financial Structure and Development
Session 1 - Hong Kong
Session 2 - China
Session 3 - Global and Regional Perspective
Session 4 - Recent Developments
B. Regulation, Professional Standards and Ethics of Treasury Markets Management
Session 5 - New Developments in Hong Kong Rules and Regulations
Session 6 - New Developments in China Rules and Regulations
Session 7 - Global Regulatory Framework
Session 8 - TMA Code of Conduct and Practice
Session 9 - Corporate Governance
C. Treasury Strategy and Risk Management
Session 10 - Roles and Responsibilities of the Treasury in Banks
Session 11 - Treasury Management and Decision Making
Session 12 - Management Accounting as a Tool for Strategic Development
Session 13 - Monitoring and Risk Control Mechanisms
Session 14 - Counterparty Credit Risk Rating and Management
Session 15 - Measuring and Rewarding Performance of Treasury Sta�
D. O�shore and Onshore RMB Developments
Session 16 - O�shore RMB Development
Session 17 - Hong Kong – from CNH to CNI
Session 18 - Other O�shore RMB Centres
Session 19 - Hong Kong vs. Shanghai as an International Financial Centre
E. Research Project
Each participant must identify a strategic issue in consultation with the senior management of a sponsoring �nancial institution or a CUHK professor. By the time of all the sessions �nished, he / she is required to submit a one-page research proposal to the judging panel. The participant will complete the initial draft and the �nal paper in consultation with the senior management of a sponsoring �nancial institution or a CUHK professor. The �nal paper should be completed within a year of all sessions �nished.
TREASURY MARKET MANAGEMENTMASTERCLASS PROGRAMAPPLICATION GUIDELINESTHE ASIA-PACIFIC INSTITUTE OF BUSINESSCUHK BUSINESS SCHOOL
In collaboration withTREASURY MARKETS ASSOCIATION
Application FeeApplicants are required to pay a non-refundable application fee of HK$150 by crossed cheque or bank order payable to “The Chinese University of Hong Kong”.
Application ProcedureThe following documents should reach Admissions Office, The Asia-Pacific Institute of Business, The Chinese University of Hong Kong, 8/F, Cheng Yu Tung Building, No.12, Chak Cheung Street, Shatin, N.T. by September 30, 2013.i. A completed application form;ii. An application fee of HK$150;iii. Copies of academic certificates / transcripts and professional qualifications;iv. A copy of your Hong Kong identity card or passport;v. 1 recent photograph of 1.5 X 2 inches; vi. A testimonial or other evidence of your current and past working experience and job responsibilities;vii. A confidential recommendation form posted directly by your referee(s); andviii. Optional:
A one-page essay on his/her motivation for enrolment, academic/career plans and potential contribution to the program.
* Your application may not be processed if the required documents are not attached.
Selection Process The selection process will begin upon receipt of the applications and supporting documents. Applicants may be required to take an entrance test or attend interviews. Applicants will be notified separately.
Application Result
Enquiry
Remarks The information collected from the application form will be used for the following purposes: a. as a basis for selection of applicants for admission in 2013-14 to Treasury Market Management
Masterclass Program offered by the University and other related purposes; b. for verifying information about the applicant’s public examination results and academic record in relevant
institutions in Hong Kong and elsewhere;c. for identifying records of previous studies as a student in the University or other institutions; d. as part of the applicant’s student record upon registration for the program, which will be used for all
purposes relating to his/her studies in accordance with the procedures of the University; and e. if necessary, maybe be transferred to other units within the University to facilitate verifications,
communication, operations and planning.
Privacy Policy StatementFor data collected from or generated by applicants during their application to Treasury Market Management Masterclass Program, APIBpledges to comply with the requirements of the Personal Data (Privacy) Ordinance in the dissemination and management of these data. Data collected will be held/transferred to departments/administrative units within CUHK as management information to facilitate verifications, communication, operations and planning. For correction of or access to the personal data after submission of the application, please contact APIB at 3943-8772, or email to [email protected], or in writing to Admissions Office (The Asia-Pacific Institute of Business, The Chinese University of Hong Kong, 8/F, Cheng Yu Tung Building, No.12, Chak Cheung Street, Shatin, N.T.)
Successful applicants will receive the offer letter via email by mid-October. The program fee for the entire program must be paid within ten days of the date of issue of the official notice of admission. Applicants will not be informed separately if their applications are not successful.
Ms. Leung / Mr. YuTel: 3943-7423 / 3943-8772Fax: 2603-5136Email: [email protected]
OFFICE USE ONLY[ ] Accepted[ ] Waiting List [ ] Rejected Application No.:
[ ] Cheque
Note: [ ] Acad. Qual. 1. Please carefully study “Notes for Applicants” before completing the form. [ ] ID Copy
2. Please complete every item in BLOCK letters; attach sheets if there is not enough space. [ ] Photo
3. Please make photocopies if necessary. [ ] Work Exp.
[ ] Confi. Recomm.
[ ] Essay
Personal Particulars
Name in English (surname first)(Please write your full name as printed on H.K.I.D. Card / Passport)
:esenihC ni emaN Title: *Dr. /Mr. /Mrs. /Miss /Ms.
Date of Birth: DD MM YY H.K.I.D./Passport No.
Nationality: Sex: *Male /Female
.oN xaF.oN eliboM
:sserddA liaM-E.leT emoH
Residential Address
The Asia-Pacific Institute of BusinessCUHK Business School
APPLICATION for Admission toTreasury Market Management Masterclass Program
In collaboration with TREASURY MARKETS ASSOCIATION
Correspondence Address
(if different from above)
AMT yb deifireV.oN pihsrebmeM AMT* Please delete as appropriate
IMPORTANT: Should there be any change of data after submission of this form, the applicant must inform the Admissions Office as soon as possible.
Education Background (latest qualification first)
# Mode of Study: Full-time / Part-time / Distance Learning
Professional Qualification (latest qualification first)
Mode of Study#
Abbreviation Qualified Date (MM/YYYY)Professional Qualification
Institution Country of Institution
Deg./Dip./Cert./Other qualifications Date of Award (MM/YYYY)
Working Experience (most recent position first)
Please specify your exact years and months of full-time working experience up to the application closing date.years and months
How do you learn about this course?)yficeps .slp( .vdA repapsweN ] [steltuO ta seruhcorB ] [
[ ] Direct Mailing to Company [ ] Mass Mail to CUHK Students[ ] Friends/Relatives [ ] Others
Declaration
1.
2.
3 I understand that upon my registration in a programme the data will become part of my student record and may be used for all purposesplanning.I understand that the data maybe transferred to other units within the University to facilitate verifications, communication, operations and
Office UseFrom - To (MM/YYYY)Position & Major ResponsibilitiesOrganization
I authorize The Chinese University of Hong Kong (below "the University") to use my data to carry out checks on my application foradmission and records of my previous studies in the University and other institutions. I understand thatI understand thatI understand that,
3.
4.5.
6.
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Please mail this application form with the following documents:� An application fee of $150 payable by crossed cheque or bank order to "The Chinese University of Hong Kong";� Copies of academic certificates / transcripts and professional qualifications;� A copy of your Hong Kong ID Card or Passport;� 1 recent photograph of 1.5 x 2 inches;� A testimonial or other evidence of your current and past working experience and job responsibilities;� A confidential recommendation form posted directly by your referee(s); and� One-page essay (optional)
Mailing address: Admissions OfficeThe Asia-Pacific Institute of Business The Chinese University of Hong Kong8/F, Cheng Yu Tung BuildingNo.12, Chak Cheung StreetShatin, New Territories, Hong Kong
I understand that, upon my registration in a programme, the data will become part of my student record and may be used for all purposesrelating to my studies in accordance with the procedures of the University. I understand thatI understand thatI understand thatI understand
I understand that I may have to provide additional information or documentary proof in support of my application according to request fromthe University. I understand thatI understand thatI understand thatI understand thatI understand thatI understand thatI understand thatII declare that the information given in support of this application is true, accurate and complete, and understand that any misrepresentationwill result in disqualification of my application for admission and subsequent enrolment in the University. in the University.in the University.
** Your application may NOT be processed if attachments required are not enclosed.
I agree to waive my right in accessing the confidential recommendation from my Referees.
You will receive our email acknowledgement within 7 working days after your postage of application documents.Telephone number for general enquiries: 3943-7423.
[ ] Mass Mail to CUHK/APIB Alumni [ ] Web SitesnmuloC repapsweN ] [
Section I (To be completed by the applicant)
Name of Applicant (in Chinese) __________________ (in English) _________________________
Program Applied to: Treasury Market Management Masterclass Program 2013
Section II (To be completed by the referee)
1. How long and in what capacity have you known the applicant?
____________________________________________________________________________
____________________________________________________________________________
2. What do you consider the applicant’s strong points?
____________________________________________________________________________
____________________________________________________________________________
3. What do you consider the applicant’s weak points?
____________________________________________________________________________
____________________________________________________________________________
4. How would you rank the applicant in the following characteristics in comparison with other students you have taught or other employees you have worked with or supervised?
Excellent(upper 5%)
Good(6-20%)
Satisfactory(21-50%)
Average or below
Low(lower 50%)
No Basis for
JudgmentIntellectual Ability
Breadth of General Knowledge
Work Habits
Initiative
Perseverance
Judgment
Application No.
The Asia-Pacific Institute of BusinessCUHK Business School
CONFIDENTIAL RECOMMENDATION
5. In the space below, please add any comment that you think will help us assess the applicant. A separate sheet may be appended if necessary.
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
____________________________________________________________________________
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6. Please indicate the strength of your recommendation by placing an “X” on the following scale.
Highly Recommended
Recommended Recommended with some Reservations
Not Recommended
Signature Name (in block letters)
Position Date
Firm / Institution
Contact Tel. No.
Email Address
This recommendation should be sent directly in a sealed envelope at your earliest convenience to: Admissions OfficeThe Asia-Pacific Institute of BusinessThe Chinese University of Hong Kong 8/F, Cheng Yu Tung BuildingNo.12, Chak Cheung StreetShatin, N.T.
This Confidential Recommendation will be discarded once the selection process is completed.