The Finance module provides a significant underpinning to the Chartered Fintech Professional (CFtP) qualification. While the topics are familiar to professionals who are traditionally trained in Finance, these topics are required to appreciate the financial problems that technology can help solve. Without a clear appreciation of finance concepts and practice, any professional will have difficulties solving such problems the traditional way, let alone incorporating recent technological breakthroughs. In this module, we provide the basic concepts and knowledge that a fintech professional needs.
This book covers the main concepts and theories in finance which include economics, financial statement analysis, financial management, and investment management. Finance for Fintech Professionals is a companion volume to the book on technology that covers fundamental concepts on data, artificial intelligence, and network. Together, these two books form the foundation for a good understanding of finance and fintech applications which will be covered in subsequent volumes.
Bundle set: Global Fintech Institute-Chartered Fintech Professional Set I
Sample Chapter(s)
Preface
Chapter 1: Demand and Supply Analysis
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Contents:
- Economics:
- Microeconomics:
- Demand and Supply Analysis
- Firm Decision-Making
- Market Structure
- Game Theory (Strategic Games and Oligopoly Models)
- Macroeconomics:
- Aggregate Output, Prices, and Economic Growth
- Macro-Finance:
- Financial Development and Financial Markets
- Central Bank and Monetary Policy
- Financial Regulation and Supervision
- Financial Statement Analysis:
- Financial Statement Analysis Foundations:
- Understanding Income Statements
- Understanding Balance Sheets
- Understanding Cash Flow Statements
- Financial Analysis and Evaluation:
- Financial Analysis Techniques
- Financial Reporting Quality and Evaluation
- Applications of Financial Statement Analysis
- Financial Management:
- Finance Foundation:
- Time Value of Money
- Return and Risk Measures of Assets
- Investing Decisions:
- Cost of Capital
- Capital Budgeting
- Working Capital Management:
- Sources of Short-Term Liquidity
- Corporate Risk Management:
- Framework and Types of Corporate Risks
- Investment Management:
- Equity Markets:
- Introduction to Equity
- Characteristics of Stocks
- Fundamentals Analysis of Equity
- Company Analysis
- Equity Valuation Models
- Fixed Income:
- Characteristics of Bonds
- Valuation of Bonds
- Bond Risk
- Credit Analysis
- Asset-Backed Securities
- Derivatives:
- Forward Contracts
- Futures Contracts
- Options
- Swaps
- Hedging Using Derivatives
- Portfolio Management:
- Portfolio Analysis
- Alternative Investments
- Portfolio Management
Readership: Professionals, researchers, and advanced undergraduate and graduate students in the field of financial technology, finance, financial innovation, economics, portfolio management, financial management, investment management, and financial planning.
Professor David LEE Kuo Chuen is a professor at the Singapore University of Social Sciences and Adjunct Professor at the National University of Singapore. His other appointments are the founder of BlockAsset Ventures, the Chairman of Global Fintech Institute, Vice President of the Economic Society of Singapore, Co-founder of Blockchain Association of Singapore, and Council Member of British Blockchain Association. He has 20 years of experience as CEOs and Independent Directors of listed and tech companies and is a consultant and advisor to international organisations on food supply chain, blockchain, FinTech and Digital Currency.
Associate Professor Joseph LIM is with the Singapore University of Social Sciences where he teaches Finance. He has also taught at the National University of Singapore and the Singapore Management University as an adjunct and full-time professor. Joseph obtained his MBA from Columbia University and PhD from New York University. In between his stints in academia, he worked in various advisory positions in the areas of private equity and valuation. Joseph, who is a CFA charter holder, has served in various committees at the CFA Institute and as President of CFA Singapore. In addition, he was on the board and committees of various investment industry associations. In the non-profit sector, he was on the board of a pension fund and several endowment funds. He is a co-author of several popular college Finance textbooks.
Associate Professor Kok Fai PHOON teaches Finance at the School of Business, Singapore University of Social Sciences. He received his PhD in Finance from Northwestern University, MSc in Industrial Engineering from the National University of Singapore and BASc in Mechanical Engineering (Honours) from the University of British Columbia. His research interests focus on use of technology in portfolio management, wealth management and risk and complexity of financial products. In addition to his current position at SUSS, Kok Fai has taught at other universities in Singapore and at Monash University in Australia. He has worked at Yamaichi Merchant Bank, at GIC Pte Ltd and as Executive Director at Ferrell Asset Management, a Singapore hedge fund. He has published in academic journals including the Review of Quantitative Finance and Accounting and the Pacific Basin Finance Journal as well as practice journals like the Financial Analyst Journal, the Journal of Wealth Management and the Journal of Alternative Investments.
Ms Yu WANG (Cheryl) is a fintech research fellow at the Singapore University of Social Sciences FinTech and Blockchain Group. Her main research interests are fintech, machine learning, and asset pricing. Prior to SUSS, she worked at National University of Singapore, Business School as a research associate on corporate governance and sustainability. She graduated with an MSc in Applied Economies from Nanyang Technological University and BSc in Financial Engineering from Huazhong University of Sciences of Technologies. She has multiple journal papers, including an empirical study on sustainability reporting and firm value published on an SSCI journal, Sustainability, and one investigating cryptocurrency as a new alternative investment published on Journal of Alternative Investments that has been cited for over 200 times and recommended by CFA Institute Journal Review. She also serves as referee for various journals such as Singapore Economic Review, Quarterly Review of Economics and Finance, and Journal of Alternative Investments.
