Individual Reportindividual Report

Individual Report

Cover Page

Course Code & Title : BUS20467 Security Analysis & Portfolio Management

Tutorial Session : T03

Full Name : Mo Wai Nam

Student ID : 53601600

Word Count : 1350

Plagiarism Declaration

I have read the section on Plagiarism in the Course Outline and the University Handbook (also available online) and declare that, to the best of my knowledge and belief, this assignment is my own work, all sources have been acknowledged and the assignment contains no plagiarism.

I further declare that I have NOT previously submitted this work or any version / part of it for assessment in any other unit offered by CCCU or any other education institution in HK or overseas. If a clear case of plagiarism is found, an “F” grade will be given for this piece of work.

Signatures : _______________________________________________

Date of Submission : 22/4/2015

Introduction

In this report, I will pick two theories and concepts which I think it is useful and relate to my future studies, career and life planning. And I will explain it in details that how they are related and useful. But before I start, I will identify what I need in my future studies, career and life planning. In order to give a general picture to analysis how those theories and concepts can help me. (74)

What actually I need?

In my future studies, also about my career. I want to study and working in finance. And I want to be a financial planner after I graduate. To become a professional financial planner, I have to provide professional & value added services to fulfill the needs of clients and their financial goals. Needless to say that, investment is one of the essential tools in my jobs. For example, I need to recommend some stocks and funds which suitable to my clients. I should develop my investment expertise.

Also, in my life planning, I want to achieve few goal in the following 40 years.

1. In the short-term, I want to settle all student loan in...