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Schedule

The next couple of weeks ahead...

Week 2

Saturday, April 5 1400
review of week one material (from before work placement)

review Financial Planning Project and criteria

  1500
defining the investment management process
Monday, April 7 0900 Know-Your-Client (KYC) Rule
  1000 Risk Tolerance Questionnaires
Tuesday, April 8 All Day Work Placement Seminars
Wednesday, April 9 All Day OLD

Week 3

Saturday, April 12 1400 Financial Planning
  1500 Establishing Financial Goals
Monday, April 14 0900 Investment Policy Statements
  1000 Life Cycles
Tuesday, April 15 0800 Flex time period for Financial Planning project or Group Teaching project
  0900 Flex time period for Financial Planning project or Group Teaching project
Wednesday, April 9 0900 Asset Allocation
  1000 Allocation Strategies

Week 4

Saturday, April 19 1400 Teaching Project Presentation - Group Two – Equity Instruments
  1500
equity recap
dividend exercise
Monday, April 21 All Day Career Fair
Tuesday, April 22 0800 Teaching Project Presentation – Group Four - Mutual Funds
  0900 recap Mutual Funds
Wednesday, April 23 0900 Teaching Project Presentation – Group Three – Debt Instruments
  1000
debt recap
bond purchasing exercise

Week 5

Saturday, April 26 1400 Dubai Islamic Bank Open Day
  1500 Dubai Islamic Bank Open Day
Monday, April 28 0900 Teaching Project Presentation – Group One – Money Markets
  1000 T-Bill yields
Tuesday, April 29 0800 Teaching Project Presentation – Group Five - Options
recap options
options exercises
  0900 Futures and other derivatives
Wednesday, April 30 0900 Fundamental Analysis
  1000 Introduction of Stock Checker project

Week 6

Saturday, May 3 1400 Work on Stock Checker project
  1500 Work on Stock Checker project
Monday, May 5 0900 Flex time work on Stock Checker project
  1000 Flex time work on Stock Checker project
Tuesday, May 6 0800 Flex time work on Stock Checker project
  0900 Flex time work on Stock Checker project
Wednesday, May 7 0900 Stock Checker presentations
  1000 Stock Checker presentations

Week 7

Saturday, May 10 1400 Technical Analysis and Exercises
  1500 Charting program, Technical Analysis project  
Monday, May 12 0900 Exit program with Claire on 3rd floor LRC
  1000 Exit program with Claire on 3rd floor LRC
Tuesday, May 13 0800 Flex time on Technical Analysis project  
  0900 Flex time on Technical Analysis project  
Wednesday, May 14 0900 Prophet's birthday
  1000 Prophet's birthday

Week 8

Saturday, May 17 1400 OLD
1500 OLD
Monday, May 19 0900 Returns Technical Analysis project due by end of day
1000 Standard deviation
Tuesday, May 20 0800 Flex time on Financial Planning project
0900 Flex time on Financial Planning project
Wednesday, May 21 0900 Risk
1000 Advisor styles

Week 9

Saturday, May 24 1400 Efficient Market Hypothesis
  1500 Efficient Market Hypothesis
Monday, May 26 0900 OLD
  1000 OLD
Tuesday, May 27 0800 Flex time on Financial Planning project
  0900 Flex time on Financial Planning project
Wednesday, May 28 0900 Analyzing and evaluating performance - time weighted returns
  1000 Analyzing and evaluating performance - beta

Week 10

Saturday, May 31 1400 Insurance
  1500 Efficient Market Hypothesis
Monday, June 2 0900 Exit Program - Career Centre
  1000 Exit Program - Career Centre
Tuesday, June 3 0800 Flex time on Financial Planning project
  0900 Flex time on Financial Planning project
Wednesday, June 4

Financial Planning Project due

Seminar Room 3 LRC

 

0800

0830

0900

0930

1000

1030

Kawthar, Sameera

Jumana, Noora, Wafa

Hamda, Hajar, Hessa

Noora, Shurooq, Aysha

Maryam, Marwa

Alia, Hamda