Summer Money Boot Camp
Project M²
Gisa Chan
Gisa Chan joined General Electric in 2008 as the Director of GE Capital and was
leading its Real Estate M&A activities in the APAC region. Gisa also worked as the
firm’s Risk Manager prior to her Director position. She has over 13 years of
experience working in corporate finance and risk management. Born and raised in
Hong Kong, Gisa graduated from The University of Hong Kong with a bachelor
degree in Computer Science. She also holds a Six Sigma Blackbelt in Quality
Management.
Joni Wang
Joni Wang worked mainly in finance at global investment banks and asset
management companies, including Bank of America Merrill Lynch, Franklin
Templeton Investments, and Citigroup. She also had entrepreneurial experience with
startups in education and technology. She volunteers as a Guider-in-Charge at the
Hong Kong Girl Guides Association in her spare time. She has a Bachelor of Arts in
Economics from Stanford University, a Master of Science in Management Science
and Engineering from Stanford University, and the Chartered Financial Analyst
certification from CFA Institute.
Description: A boot camp where students will learn about savings, budgeting, inflation and investments through an interactive learning journey. A total of 4 self-directed lessons and 2 live sessions will be provided, and students will obtain a certificate after completion of the course.
Format: 4 On-demand Interactive Lessons + 2 Synchronous Learning Sessions
Date and Time:
- On-demand Interactive Classes will be available from 28 June till 31 July 2022
- Synchronous Learning Sessions: Friday, 15 and 29 July 2022 from 3:30pm – 5:00pm
Online On-demand Interactive Lessons
On-demand interactive classes will be available from 28 June till 31 July 2022
Lesson 1: Spending and Advertising
· Understand Needs & Wants and how that affects one’s spending decision
· Learn the questions to ask before purchase and how advertisers are promoting instant gratification
· Identify a wide range of advertising techniques and how self-control can help us make better spending decisions
Lesson 2: Goal Setting and Savings
· Understand the importance of a goal and how to apply the 6-step model to achieve it
· Learn the SMART goal framework and work alongside a worksheet to set their own goals
· Know that creativity, discipline, and a positive attitude are the important elements to achieving personal and financial plan
Lesson 3: Budgeting
· Learn the ways of budgeting: How to categorise income and expenses? How to keep track using a budget?
· Recognise different types of budgets: personal budget, event budget, household budget, company budget, and government budget
· Understand the importance of time management
· Obtain a positive attitude towards budgeting and healthy habits
Lesson 4: Career Exploration and Investment
· Recognise a variety of jobs that are suitable for people with different personalities
· Learn a career discovery framework – Ikigai which helps us to discover our ‘reason for being’
· Identify various types of investment products and basic investment principles to achieve long-term goals
Synchronous Lessons
Part 2: Synchronous Learning Session: Q&A Session
Students may face problems regarding personal finance in their daily life. They can submit those questions in advance, and during the live classes, our facilitators will answer their questions and recap some key financial concepts that have been taught in the pre-designed lessons. With the live sessions, students can understand financial topics more interactively and their problems can be solved promptly.
The 2 synchronous learning sessions will be held on Friday, 15 July and 29 July, from 3:30pm to 5:00pm via Zoom webinar.