Home / Course catalog / The Evolving Financial Industry-Technology Driven ...

SIDC CPE COURSE

The Evolving Financial Industry-Technology Driven Banking and Capital Markets,Fintech Credit and ESG


Description
This course is *HRD Corp claimable*. If you wish to utilise your HRD levy for this course, please do not purchase it online. Contact us at 016-7562800 or email us at info@symphonydigest.com for assistance.

Accreditation:
10 SIDC CPE Points

ICF Competency Type / Title / Level:
Functional-Technical/Digital Technology Application/Level 2
Foundational-Product/Capital Market Environment/Level 2
Functional-Process/Fund Management/Level 2

Learning Objectives:
1. Identify future trends and the impact of Industrial Revolution 4.0 on the financial industry.
2. Recognise the effects of technological disruptions, such as Big Data, Artificial Intelligence, the Internet of Things, and Blockchain Technology, on the financial sector.
3. Describe the implications of these technological disruptions to the financial industry.
4. Recognise the growth of Fintech credit and its impact on traditional banking systems.
5. Outline the benefits and risks of Fintech credit for various stakeholders.
6. Explain the role of Artificial Intelligence and Big Data in driving Fintech credit innovations.
7. Describe the factors contributing to the rapid rise of Fintech credit in China.
8. Explain the ESG (Environmental, Social, Governance) framework and its integration with Big Data, Artificial Intelligence, and portfolio management strategies.

Course Synopsis:
The financial industry is undergoing a profound transformation driven by rapid technological advancements, innovative financial solutions, and the growing adoption of sustainable investment practices. This comprehensive program explores the following key developments shaping the industry:
1. Impact and Implications of Financial Industry 4.0 on Banking and Capital Markets:
The Fourth Industrial Revolution (Industry 4.0) is reshaping the financial landscape through digital innovation and regulatory evolution. With initiatives such as Bursa Malaysia and the Securities Commission’s fintech sandboxes, and partnerships between major banks like Maybank, CIMB, and RHB with fintech providers, the industry is evolving at an unprecedented pace. This module examines the impact of these technological changes on banking and capital markets and explores strategies to stay ahead in this rapidly evolving ecosystem.
2. Fintech Credit: A New Alternative Asset Class:
Fintech credit has emerged as a disruptive force, providing an alternative funding source for businesses and consumers while enhancing credit access for underserved segments. Leveraging mobile and digital platforms, fintech credit solutions are reshaping traditional lending models. This module delves into the rise of fintech credit as a compelling alternative asset class for portfolio diversification, highlighting its role in transforming the lending landscape.
3. Adopting ESG Methodology in Portfolio Management:
The integration of Environmental, Social, and Governance (ESG) considerations into portfolio management has become a cornerstone of modern investment strategies. Portfolio managers are now incorporating big data and artificial intelligence to embed ESG principles into their investment processes, aligning with global trends toward sustainable investing. This module explores how ESG methodology enhances portfolio management, maximizing returns while addressing broader societal and environmental goals.
This program offers invaluable insights into the evolving financial industry, empowering participants to adapt and thrive in a technology-driven, sustainability-conscious financial ecosystem

Trainer's Profile: James Chin

James Chin is an experienced and multi-skilled trainer specialised in investments, global markets, financial planning, talent and human capital management, sales mastery and motivation. Prior to this, he was a Director at CIMB Private Banking and CIMB Principal Asset Management. He was previously a licensed Capital Market Services Representative (CMSR) holder for fund management from the Securities Commission of Malaysia.

James has been in the financial industry since 1997 within consumer banking, asset management and private banking where he has gained extensive knowledge on the global economic environment and has been exposed to various financial and investment instruments during his tenure in CIMB, ABN Amro, OSK, Prudential and Hong Leong. He has been an investment speaker on the financial circuit in Malaysia since 2003 and has conducted numerous trainings over the years.

He obtained his Master of Business Administration (MBA) from Wawasan Open University and is also an Institute of Chartered Secretaries and Administrators (ICSA) graduate.

Accreditation: 10 SIDC CPE points Price: 375.00

Content
  • 1.0 : Financial Industry 4.0 – Impact and Implications to Banking and Capital
  • Notes
  • 1.1 Identify And Recognise The Changing Landscape Over The Years (Part 1)
  • 1.2 External Video 1 – What is the Fourth Industrial Revolution?
  • 1.3 Identify And Recognise The Changing Landscape Over The Years (Part 2)
  • 1.4 Various Offerings Of Fintech Companies
  • 1.5 External Video 2 – What is Fintech?
  • 1.6 Collaboration Between Fintech Companies And Major Banks In Malaysia
  • 1.7 Regulatory Milestones
  • 1.8 Customer Intelligence And Its Relevance
  • 1.9 Analyse The Use Of Big Data, Cloud Based CRM System And Analytics In Bankin
  • 1.10 Artificial Intelligence In Banking & The Benefits Of AI
  • 1.11 The Relevance And Uses Of IoTs In Banking & The Benefits Of Implementing It
  • 1.12 The Mechanism Of Blockchain Technology
  • 1.13 External Video 5 – What is Blockchain?
  • 1.14 The Relevance And Use Of Blockchain Technology In The Financial Industry
  • Quiz 1
  • 2.0 : Fintech Credit : An Emerging Alternative Asset Class
  • Notes
  • 2.1 Introduction
  • 2.2 The Growth Of Fintech Credit
  • 2.3 How Fintech Credit Works
  • 2.4 Benefits And Risks Of Fintech Credit To Businesses And Consumers
  • 2.5 External Video 1
  • 2.6 Benefits & Risks Of Fintech Credit To Investors, Economy & Financial System
  • 2.7 AI In Banking And The Use Of AI In Fintech Credit
  • 2.8 External Video 2
  • 2.9 The Use Of Big Data In Banking And Fintech Credit
  • 2.10 External Video 3
  • 2.11 Platform & Factors Contributing To The Rise Of Fintech Credit In China
  • Quiz 2
  • 3.0 : Adopting ESG Methodology in Portfolio Management
  • Notes
  • 3.1 Security & Portfolio Analysis; Portfolio Selection & Evaluation
  • 3.2 External Video 1
  • 3.3 Environmental Behaviour – Part 1
  • 3.4 External Video 2
  • 3.5 Environmental Behaviour – Part 2
  • 3.6 Social Aspect
  • 3.7 The Use Of Big Data In ESG
  • 3.8 The Use Of Artificial Intelligence In ESG
  • 3.9 External Video 3
  • 3.10 As A Risk Management Tool
  • 3.11 Higher Risk Adjusted Return?
  • Quiz 3
  • Summative Assessment
  • Final Test
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever