📸 Academic Excellence:​ Master of Science in Financial Management with First Class Honors from the University of Exeter (Top 10 in the UK). Extensive experience in both primary and secondary markets, spanning the buy-side and sell-side. 🤝 Leadership:​ Former Head of the Southern China Region at the Wealth Management Division of a Hong Kong Investment Bank. Managed client assets exceeding HKD 3 billion. Served as a senior trainer, delivering over 100 securities business workshops. 👨🏼‍💼 Proven Investor:​ Over a decade of personal investing experience with an annualized return of approximately 15%. 3 years of experience as a Fund Manager. 🏆 Practical Teaching:​ My courses focus on actionable strategies that integrate investing into daily life, guiding you step-by-step toward success! 📈 Specialist:​ Expert in Investment Fundamentals, Asset Allocation, and Equity Analysis. Let’s customize your learning plan together—start strong and avoid costly detours! 🚩 Results:​ Many students have established the right investment direction after joining my courses. Contact me now to join the ranks of success! 【Investment Fundamentals】 🔆🔆🔆🔆🔆 Mandarin | Cantonese | English 🔆🔆🔆🔆🔆 🥞 Master professional capital market terminology and essential financial instruments. 🥞 Establish a correct investment mindset and define your personal financial goals and strategies. 🥞 Learn to navigate real-time market data platforms and trading software. 🥞 Practice makes perfect—start honing your investment skills through hands-on application. 【Asset Allocation】 🔆🔆🔆🔆🔆 Mandarin | Cantonese | English 🆆🔆🔆🔆🔆 🥞 Understand the concept of asset allocation across major classes. 🥞 Learn the theoretical knowledge behind various asset classes. 🥞 Study market cycles and the principles of the Merrill Lynch Clock. 🥞 Combine these insights to dynamically adjust your asset allocation strategy according to different economic cycles! 😎 【Stock Analysis】 🔆🔆🔆🔆🔆 Mandarin | Cantonese | English 🔆🔆🔆🔆🔆 🥞 Dive deep into equity assets and learn a fundamental stock investment framework. 🥞 Master basic financial analysis to screen for high-quality companies using fundamentals. 🥞 Cultivate investment philosophy and establish the right strategic direction. 🥞 Become a master investor and change your destiny! 😎 Section 3: Trial Lesson & Rules 🐶 Join the Trial Lesson Today!​ 🐶 ❓ What happens in the Trial Lesson? ➡️ Plan Your Journey:​ Let's map out your personalized learning path together! Get ready to enjoy the lively lesson! ➡️ Get Hands-On:​ Download real-time market and trading platforms. We will test your knowledge through practical application! ➡️ Mindset Shift:​ Establish the right investment perspective and stop wasting time! ❗️ Class Rules​ ❕ ↘️ Bring Tools:​ Please bring a notebook and pen to record all the practical knowledge shared. ↘️ Tech Check:​ Before class starts, please ensure your devices and internet connection are working properly. ↘️ Attendance Policy:​ If you need to cancel, please do so at least 24 hours in advance. If less than 24 hours remain before the session, please notify me immediately via WeChat or AT Chat!