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


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.

Choose Your Age Group to Join the Webinars!