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Kaplan
Financial HKICPA Conversion Program Principles of Management Course
All
relevant information on Kaplan Financial's HKICPA Conversion Program
Principles of Management Course will be posted on this webpage.
My
contact email: thomas.wu@kaplan.com
Click
to go directly to: (1) Updates, (2)
Course Details, (3) Assessment
Information, (4) Session
Review, or (5) Course Outline
and Lecture Notes.
UPDATES
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|| Session Review || Course
Outline and Lecture Notes
Please
check here for updates during the course.
September
24, 2011 |
Our
class will be held at Kaplan's Admiralty's CITIC building. |
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September
19, 2011 |
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September
8, 2011 |
Our
first class will be held on September 11, 2011. Notes and material
will be distributed in the first class. |
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Details || Assessment Information
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ASSESSMENT
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|| Session Review || Course
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ALL
in-class exercises, quizzes, assignments, and final examination are
INDIVIDUAL effort, meaning that you should work on
your own material and any unprofessional actions must be avoided.
I will
post ALL relevant course materials, update information,
correspondences, and relevant student questions in the UPDATES
section on this page. Students are responsble to check the
UPDATES section frequently on
their own to ensure that they are up-to-date. I will provide the dates
and topics of the updates to easier search.
The
assessment method of this conversion program is based on:
Continuous
assessment (including attendance, participation, in-class exercises,
quizzes, and assignments) - Bonus |
(20 %) |
Final
exmination |
100 % |
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100
% |
Attendance.
Students are required to attend at least 70% of the class (80%
for CEF applicants).
Continuous
assessment. The
in-class written practice questions is the continuous assessment.
Final
examination. The final examination will account for 100% of
your final course grade. The final examination will be held on October
8, 2011 from 2pm until 4pm.
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|| Session Review || Course
Outline and Lecture Notes
SESSION
REVIEW Back
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|| Session Review || Course
Outline and Lecture Notes
September
11, 2011 |
We
went through the following topics today: |
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- discussed
management, organization, effciency and effectiveness,
- primary
processes of management and the essential role of managers,
- skills
of successful managers,
- organization
behavior, attitudes, and perception,
- the
Myers-Briggs, the Big Five,
- the
role of groups within organizations,
- stages
of team development,
- characteristics
of high performance teams, and
- the
roles of team members.
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[download:
marked notes] |
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September
18, 2011 |
We
went through the following topics today: |
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- the
planning process,
- the
strategies that can be used including,
- SWOT,
- PESTEL,
- Porter's
5 Forces,
- Product
Life Cycle,
- Porter's
generic strategies of cost leadership, differentiation, and
focused,
- BCG
matrix,
- Ansoff
matrix,
- the
decision making process,
- the
rational model in decision making,
- decision
making errors,
- decision
making styles,
- group
decision making,
- specialization,
- organization
structure,
- power
and authority, and
- organization
culture.
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[download:
marked notes] |
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September
25, 2011 |
We
went through the following topics today: |
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- human
resource management,
- performance
evaluation and management,
- the
various models of motivation like Maslow's Hierarchy of Needs,
Theory X and Theory Y, Herzberg's Motivation-Hygiene Theory,
Three-Needs Theory, and Equity Theory,
- how
managers can motivate others,
- theories
of leadership identification,
- trust,
- communications
and barriers to communications,
- delegation
and conflicts, and
- control
and feedback process.
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|
[download:
topic 4 marked notes, topic
5 marked notes, topic 6 marked
notes] |
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|| Session Review || Course
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COURSE
OUTLINE AND LECTURE NOTES Back
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Details || Assessment Information
|| Session Review || Course
Outline and Lecture Notes
This
course outline is tentative and subject to change based on our progress.
Please check the UPDATES section and table below
for latest information.
September
11, 2011 |
Module
1: Managers & Management |
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Module
2: Management Practices vs Individual & Group Behavior |
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September
18, 2011 |
Module
3: Planning and Decision Making |
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September
25, 2011 |
Module
4: Organization and Staff Management |
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Module
5: Leading and Motivation |
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Module
6: Controlling and Feedback |
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|| Session Review || Course
Outline and Lecture Notes
COURSE
DETAILS Back
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Details || Assessment Information
|| Session Review || Course
Outline and Lecture Notes
Course |
HKICPA
Conversion Program Principles of Management Module |
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Time
and Location |
As
provided in the Kaplan course notes |
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Instructor |
Dr.
Thomas Wu |
Email |
thomas.wu@kaplan.com |
Website |
http://www.drthomaswu.com
(all information for this course can be found here) |
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Reference
Book List |
We
will use the Kaplan HKICPA Conversion Program Principles of Management
notes. |
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Calculator
Policy |
For
this course, a general purpose non-financial calcuator can be
used. Students who do not have ready access
to a financial calculator should be able to perform all the required
analysis and calculations using a general purpose non-financial
calculator for the tutorials, assignments, mid-term test, and
final examination.
You
can also use a non-programmable financial calculator for the tutorials,
assignment, mid-term test, and final examination. Common financial
calculators are HP12c and TI BAII PLUS. User manual in simplified
chinese and a tutorial for the HP12c can
be found here and a simple tutorial for the HP12c can
be found here. User manual for the TI BAII can
be found here.
Regardless
of the types of calculators used for this course, students are
responsible for their own equipment and they cannot be shared
in a quiz, test, or examination situation. As a result, students
MUST bring their own calculators to each class. In addition, each
student must be proficient in the use of their own equipment.
Electronic
translators CANNOT be used for quiz, test, or examination situations,
but they can be used during class (only with volume off) and your
own study time. |
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Financial
Terms |
There
are specific terms that apply to accounting and finance, and there
are various online sources that can help students understand these
terms.
Download
and print for reference:
Online
finance dictionaries:
Other
unverified sources of financial references:
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Outline and Lecture Notes
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