2025 AO Summer Camp
Financial Forward (Day Camp)
Financial Forward (Day Camp)
The Financial Forward programme is a transformative four-day experience designed to equip students with essential financial literacy skills for a secure and prosperous future. In today’s complex financial landscape, understanding fundamental concepts such as budgeting, saving, investing, and credit management is crucial for making informed decisions.
Address
Address
AISL Harrow Hong Kong
Fees include
Fees include
For day camps, the fee includes study materials, providing the necessary resources for each student's daily activities and learning experiences.
Please be aware that transportation to and from the camp, flight tickets, visa fees, and personal travel insurance are not included in the camp fees and should be arranged separately by the participants.
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Programme Highlights
- Comprehensive Financial Literacy: Gain essential skills in budgeting, saving, investing, and credit management to make informed and responsible financial decisions.
- Interactive Learning Experiences: Participate in hands-on activities, such as role-playing, group discussions, and stock trading simulations, to apply theoretical knowledge in real-world scenarios.
- Expert Guidance: Learn from experienced professionals in the finance industry, including guest speakers from asset management and banking sectors, who provide practical insights into the world of finance.
- Real-World Case Studies: Analyze real financial scenarios to understand spending triggers, set SMART financial goals, and explore the complexities of investment and credit management.
- Site Visits to Financial Institutions: Gain firsthand experience of the banking sector through guided tours of financial institutions, offering insights into operations and potential career paths in finance.
- Career and College Readiness: Develop skills in resume writing, portfolio construction, and client financial analysis, preparing for future academic and professional opportunities in finance.
Learning Outcomes
By the end of the Financial Forward programme, students will:
- Develop Financial Confidence: Gain the ability to make informed financial decisions by understanding key concepts such as budgeting, saving, and investing.
- Apply Financial Knowledge Practically: Engage in real-world simulations and case studies to build practical skills in managing finances effectively.
- Enhance Critical Thinking and Problem-Solving Skills: Analyse complex financial scenarios, evaluate risks, and propose well-thought-out solutions.
- Understand Industry Operations: Learn firsthand about the banking and finance sectors through site visits and expert-led sessions, providing insight into potential career paths.
- Build Communication and Teamwork Skills: Collaborate with peers on group activities such as portfolio construction and client scenario analysis, strengthening interpersonal and presentation abilities.
- Prepare for Financial Independence: Leave with actionable strategies and a personalised roadmap to achieve personal financial goals and long-term security.
Instructors
Aries Tung
- Former Board Member of UBS Asset Management (China)
- Former Board Member of UBS Asset Management (Hong Kong)
- Former Managing Director and Head of Strategy and Business Development for UBS China
- Extensive leadership experience at UBS Global Asset Management
- Member of CPA Australia
Michelle Leung
- Holds a Master’s degree from New York University and the Hong Kong University of Science and Technology
- Chartered Professional Accountant (CPA) in Canada
- Former Managing Director at Google and Accenture
- Former General Manager for Greater China at eBay
- Member of the General Support Programme Review Committee at the Innovation and Technology Commission
- Lecturer at the University of Hong Kong Business School for over 10 years
Andrew Lee Shu Yan
- Over 20 years of experience in asset management and financial advisory
- Graduated with First Class Honours in Computer Science from McMaster University, Canada (1995), and holds an MBA from the Hong Kong University of Science and Technology (2005)
- Certified as a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), and Certified Financial Planner (CFP)
- Licensed Responsible Officer (Sole RO) for Types 1, 4, 5, and 9 activities, as well as Key Investment Personnel (KIP) for public funds
- Managed assets exceeding US$2 billion, primarily in equity and fixed-income investment funds and discretionary accounts, earning an "A" grade fund manager rating by Citywire for Emerging Market China in 2020
- Currently Director, Key Investment Personnel, and Responsible Officer at Sinohope Asset Management Limited, overseeing multi-asset portfolios focused on equities, fixed income, and cryptocurrencies
- Previous leadership roles at HSBC Global Asset Management, AXA Investment Managers, Eurizon Capital, and ABCI International
- Expert in global diversified asset allocation, quantitative investment strategies, and risk management across equities, fixed income, currencies, structured products, and fund selection in the Asia-Pacific region
Tony Lau
- Graduate of the University of Glasgow and Harvard Business School
- Executive at multiple Fortune 500 companies
- Independent Non-Executive Board Member
- Accomplished serial entrepreneur with extensive business expertise
- Over 25 years of experience in IPOs and startups, with a proven track record of success
CAMP DETAILS
Date: 7-10 July 2025; 14-17 July 2025; 21-24 July 2025
Location: AISL Harrow Hong Kong
Age Group: 10-18 years old
Camp Type: 4-day day camp
Language: English
Group Size: 25 students
Terms and Conditions
We have a number of policies in place to assure the quality of our programmes, their administration and the safety of the children and staff who take part in them. Please take a moment to review our policies and guidelines.
Please also read through our Personal Information Collection Statement to understand how we may carefully use your personal data.