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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 Back to top || Updates || Course Details || Assessment Information || 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.
   
September 19, 2011
   
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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ASSESSMENT Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

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 %
  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 Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

September 11, 2011 We went through the following topics today:
 
  • 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.
  [download: marked notes]
   
September 18, 2011 We went through the following topics today:
 
  • 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.
  [download: marked notes]
   
September 25, 2011 We went through the following topics today:
 
  • 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.
  [download: topic 4 marked notes, topic 5 marked notes, topic 6 marked notes]

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COURSE OUTLINE AND LECTURE NOTES Back to top || Updates || Course 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
  Module 2: Management Practices vs Individual & Group Behavior 
   
September 18, 2011 Module 3: Planning and Decision Making 
   
September 25, 2011 Module 4: Organization and Staff Management  
  Module 5: Leading and Motivation 
  Module 6: Controlling and Feedback

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COURSE DETAILS Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

Course HKICPA Conversion Program Principles of Management Module
   
Time and Location As provided in the Kaplan course notes
   
Instructor

Dr. Thomas Wu

Email thomas.wu@kaplan.com
Website http://www.drthomaswu.com (all information for this course can be found here)
   
Reference Book List We will use the Kaplan HKICPA Conversion Program Principles of Management notes.
   
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.

   
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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This website is my personal journal, book case, and notepad. ALL past, present, and future information posted on this website is for my personal use, is of my sole personal opinion, and is not meant to be taken as advice or facts of any kind whatsoever. I hereby denounce ALL responsibilities for any information, recommendation, or action derived from this website. All materials contained in this website is maintained by myself. ANY external use, copying or duplication of materials from this web site are strictly prohibited unless authorized AND properly referenced.