Mandarin Course Asset Management | Learn Business Mandarin

designed for
Asset Managers
who cover China

This course 'Finance Mandarin for Asset Managers' is designed for:
Fund Managers and senior executives working in Asset Management Companies,
who are required to conduct meetings with analysts, brokers, investors and clients in China.

your takeaway skills

pitch asset classes to clients - in Mandarin Chinese
conduct client reviews - in Mandarin Chinese
brief on portfolio strategies - in Mandarin Chinese
China market knowledge
Mandarin language skills
Strengthen Business Mandarin language skills at client and investor meetings
Master the key communication skills and finance terminologies you need to operate in a PRC business context environment
present complex PE and finance issues confidently

over 80% of our clients renew

Next step:
contact us to arrange a trial lesson.

course content

China market deals
Asset Management case studies

Course content is built on case studies of the latest China market deals. You will learn the leaders and companies active in China's Asset Management market.

recently added case studies

beginner, intermediate or advanced level

tailored to match your Mandarin level

learning packages

Learning packages to suit your mode of study and your work schedule.

private one-to-one training
in-house workplace training
at our training centres
active learning
top trainers with teaching and finance qualifications
intensive, immersion, regular
20 - 100 hours packages
AI powered platform to focus your learning time
pre-course assessment; mid course review
portfolio of learning outcomes

Next step:
contact us to arrange a trial lesson.

You Learn, You Earn.
Finance Mandarin for Leaders.

Contact our top communication specialists now. Next step:
contact us to arrange a trial lesson.

* your full name:

* your email:

* your company:

* your mobile number:

* which Mandarin course are you considering ?

your first language:

* required

you are in good company

Our clients are top performers at global financial institutions. Finance Mandarin alumni are leaders in asset management who capitalise on the value of person to person relationships.

Finance Mandarin delivers a bespoke case study curriculum, top trainers Vienne Lee and Debbie Chen, and state of art AI learning platform. I enrolled in the online 60-hour course “Finance Mandarin for Venture Capital” , during the COVID period while I am in the Citi group New York 2020. Now I have re-enrolled in the second stage 60-hour coaching. more ...

Matthew Yung
Corporate Venture Investing

Citi Group, New York

I have known Vienne for many years since I was working as a client portfolio manager at JPMorgan. From 2007 to 2012, I studied 200 hours of tailor-made Business Mandarin asset management. If you are pitching to clients from asset management giants, sovereign wealth funds, or pension funds, go with Vienne Lee. more ...

Alice Brader-Ellis
Investment Manager

Ruffer LLP, International Inverstors

top Asset Management companies
use Finance Mandarin

Global leading Asset Management companies employ and promote top performing executives who are trained by Finance Mandarin.

Next step:
contact us to arrange a trial lesson.

Finance Mandarin Asset Management
curriculum design
with depth and experience

'Finance Mandarin for Asset Managers' course is designed for your learning, with three layers:
1. tailored to meet your specific needs,
2. case studies from latest China Market deals, and
3. foundation curriculum design of core modules.

Finance Mandarin Asset Manager Course - Core Modules

Lesson 1: Equity
Lesson 2: Mutual Funds, Fund of Funds
Lesson 3: Bonds
Lesson 4: Derivatives
Lesson 5: Asset allocations and Valuations
Lesson 6: Investment Risk and Credit Risk Analysis
Lesson 7: Structured Products
Lesson 8: IPOs and Fund offerings
Lesson 9: Private Equity and Hedge Funds
Lesson 10: Fund Marketing, Institutional and Retail Sales

Lesson 11: Precious Metals and Real Estate
Lesson 12: Mergers and Acquisitions, Due Diligence
Lesson 13: Stock Markets and Foreign Exchange Markets
Lesson 14: Credit Ratings and Rating Agencies
Lesson 15: Investment Portfolio Review and Performance
Lesson 16: Research and Brokers’ Reports, Company Annual Reports
Lesson 17: PRC Central and Local Government Structure and Officials
Lesson 18: Review of China Macro-economics
Lesson 19: Finance Regulators in HK and China
Lesson 20: Business Banquet Manners, Cultural Topics and Business Etiquette in China

Next step:
contact us to arrange a trial lesson.

Finance Mandarin forAsset Managers

designed for Asset Managers who cover China

your takeaway skills

over 80% of our clients renew

China market dealsAsset Management case studies

beginner, intermediate or advanced level

learning packages

You Learn, You Earn. Finance Mandarin for Leaders.

you are in good company

top Asset Management companies use Finance Mandarin

Finance Mandarin Asset Management curriculum designwith depth and experience

Finance Mandarin Asset Manager Course - Core Modules

Finance Mandarin for
Asset Managers

designed for
Asset Managers
who cover China

China market deals
Asset Management case studies

You Learn, You Earn.
Finance Mandarin for Leaders.

top Asset Management companies
use Finance Mandarin

Finance Mandarin Asset Management
curriculum design
with depth and experience