Fina 3810 lecture note 1 PDF

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Fina 3810bloomberge market concepts certificate lecture note 1 (2019-2020)...

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Hong Kong University of Science and Technology School of Business and Management FINA 3810 Bloomberg Market Concepts Certification Spring 2021 1. GENERAL INFORMATION Instructor: Email:

Class Dates and Venue: Course Add/drop deadline: Canvas course site:

George Lo, Department of Finance [email protected]

Not applicable ( e-learning course) Feb 17,2021 (Any late add/drop will not be considered, please contact your program office) https://canvas.ust.hk/courses/

2. COURSE DESCRIPTION For BBA (FINA) and BSc (QFIN) only. This is a self-paced e-learning course aims to provide students with knowledge of financial markets and Bloomberg functionality. The course consists of six modules: economic indicators, currencies, fixed income, equities, getting Started on the Terminal and Portfolio Management. Students will need to complete all six modules to receive the Bloomberg Market Concepts certification. Graded P or F. 3. COURSE OBJECTIVES The course aims to provide students with knowledge of financial markets and Bloomberg functionality.

4. COURSE INTENDED LEARNING OUTCOMES Course Intended Learning Outcomes CLO1. - Learn about the financial markets, Bloomberg data, news, and analytics via five modules – Economic Indicators, Currencies, Fixed Income, Equities and Getting Started on the Terminal. CLO2. - Familiarize students with Bloomberg terminal functions CLO3 - Solidify students’ knowledge with over 100 interactive questions.

Aligned Program Intended Learning Outcomes P7

P7 P7

5. COURSE TEACHING AND LEARNING ACTIVITIES Course Teaching and Learning Activities Self-paced e-learning videos (online) Quizzes throughout videos Compulsory Assignment Total Assessment Methods

Study Load (% of study) 65% 20% 15%

40

100%

Brief Description (Optional)

Aligned Course Learning Outcomes (CLO no in section 4)

Bloomberg will prompt student with questions intermittently during the videos, and record responses. Student will receive a score for each module and an average score at the end.

CLO 1 – 3

(Homework assignment, Exam, Quiz, Class participation etc.)

Quizzes (BMC)

Expected contact hours 26 8 6

Compulsory assignment

6. STNDARDS FOR ASSESSMENT Course Grade Descriptors

CLO 2

For courses with Pass/Fail grades P F

Pass Failure

Assessment Rubrics For Each Assessment BMC and the compulsory assignment are graded independently. To pass this course, students have to pass both BMC and the compulsory assignment. a)

Students have to get at least 70% from BMC, this means the average score of five modules (Economic Indicators, Currencies, Fixed Income, Equities and Portfolio Management) is at least 70%. b) Students have to get at least 70% from the compulsory assignment

Important Date: 1. Successfully complete Economic Indicators and Currencies modules with the BMC Group Code (49RH2FPB6K) on or before 12th March 2021. Modules completed past this deadline will incur a penalty of 10% per day late (i.e., no points will be given after the 10th day past the deadline). 2. Complete Fixed Income and Equities modules on or before 9th April 2021. 3. Successfully submit the compulsory assignment on or before 30th April 2021. 4. Completion of BMC, including Getting Started on the Terminal and Portfolio Management modules (30th Apr 2021): Those who cannot get a BMC certification of completion on or before 30th Apr 2021 will be assigned a F grade for FINA3810, even though the BMC access is valid for 12 months. 7. COURSE CONTENT AND TENTATIVE TEACHING SCHEDULE N/A 8. TEACHING MATERIALS (e.g. journals, textbooks, website addresses etc.) Required Materials: All the text material and/or video provided on the Bloomberg terminal Suggested /supplementary Materials: More information about Bloomberg Market Concepts (BMC) could be found at

https://www.bloomberg.com/professional/product/bloomberg-market-concepts/.

Library Resources (Full details: http://libguides.ust.hk/bloomberg): Bloomberg Terminal (Library computers reservation) http://lbbooking.ust.hk/pc/ How to log on Bloomberg https://libguides.ust.hk/c.php?g=208028&p=4367315#Bloomberg1 9.

MEANS/PROCESSES FOR STUDENT FEEDBACK ON COURSE

10. COURSE POLICY (e.g. plagiarism, academic honesty, attendance, etc.) Cheating will not be tolerated! Students should answer all questions individually without assistance from third parties. Any student caught cheating during the exam will receive a fail grade and may face further disciplinary action. Please refer to http://ugadmin.ust.hk/integrity/index.html for HKUST rules regarding academic integrity.

11. ADDITIONAL COURSE INFORMATION (e.g. e-learning platforms & materials, penalty for late assignments, etc.) N/A...