Business Communication Skills for ROs & Executive Officers

China's   leaders
regulators & companies
economic analysis
financial & business concepts

phone: 2895 1088   |  email: vip@FinanceMandarin.com

learn business mandarin
course code FM010

Finance Mandarin for
Asset Managers

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

over 80% of our clients renew

Next step:
contact us to arrange a SWOT assessment.

course content

China market deals
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


CSRC Yi Huiman: Rules by Law & Regulations

case study preview >>>


PBoC, NDRC and CSRC: Construction of Chinas Green Finance Standard System

case study preview >>>


Private Equity Fund M&A Stratgies: Legal Agreements Focus

case study preview >>>

most popular case studies


Advantages of ETF Investment

case study preview >>>


Asset Allocation: CIC Case Study

case study preview >>>


SAFE Releases QFII & RQFII Restrictions

case study preview >>>

study industry leaders


杰米 戴蒙

Jamie Dimon

Chairman & CEO JP Morgan



JP Morgan



Chairman CITIC Group




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.

Next step:
contact us to arrange a SWOT assessment.

More than just Mandarin

Contact our team of specialists now. Next step:
contact us to arrange a SWOT assessment.

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.

I have absolutely no doubt in recommending Finance Mandarin. Finance Mandarin Course helped to fine-tune my pronunciations for a list of finance terminologies and helped to increase my vocabulary for meetings and presentations. more ...

Marcella Chow
Market Strategist


JP Morgan Asset Management

After a year of 120-hour study of IPO, M&A Legal course, I can now translate entire FT newspaper articles, have a broad knowledge of Chinese accounting terms and name not only political bodies but political leaders, companies and entrepreneurs in Chinese! As an added bonus, I even managed to finally achieve my long-time goal of passing HSK Level 6 under Vienne’s encouragement and guidance. more ...

Danette Chan
Associate, Antitrust/Competition


Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates

top Asset Management companies
use Finance Mandarin

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

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Next step:
contact us to arrange a SWOT assessment.

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 SWOT assessment.

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