City University of Hong Kong Information Technology Course - Business Solutions

Transcription

1 City University of Hong Kong Information on a Course offered by Department of Information Systems with effect from Semester A in 2012 / 2013 Part I Course Title: Course Code: Course Duration: Information Management for Financial Services IS4835 One Semester No. of Credit Units: 3 Level: Medium of Instruction: Prerequisites: (Course Code and Title) Precursors: (Course Code and Title) B4 English Nil Nil Equivalent Courses: (Course Code and Title) Nil Exclusive Courses: (Course Code and Title) Nil Part II 1. Course Aims: This course aims to: Introduce the impact and use of Information Technology in banking and markets; Equip students with knowledge about the leading Information Technology applications in companies; Familiarize students with automation and the continued impact of systems on the industry; Equip students with the programming abilities to create and improve; support models in spreadsheet

2 2. Course Intended Learning Outcomes (CILOs) Upon successful completion of this course, students should be able to: No. CILOs Weighting (if applicable) 1. Describe the systems in the 1 service 2. Describe the components of 3 systems, and explain how systems efficient. 3. models 3 to develop innovative solutions for and problems. 4. Evaluate how systems 2 improve the service (3: Relatively most focused ILOs; 2: moderately focused ILOs; 1: less focused ILOs) 3. Teaching and Learning Activities (TLAs) (designed to facilitate students achievement of the CILOs) Indicative of likely activities and tasks students will undertake to learn in this course. Final details will be provided to students in their first week of attendance in this course. Lecture: Laboratory/Tutorial: 26 hours 13 hours TLA1. Lecture: Concepts and applications of systems for industry are explained by instructor using real life examples, together with in-class discussions and activities by students. TLA2. Laboratory: Demonstrations by instructor and hands-on exercises by students on solving problems in industry using Microsoft Excel and VBA. TLA3. Group Project: Students investigate a real life application of systems in ILO No TLA1 TLA2 TLA3 Hours/week (if applicable) CILO CILO CILO CILO (1: Indirectly Supporting ILO; 2: Directly Supporting ILO)

3 4. Assessment Tasks/Activities (designed to assess how well the students achieve the CILOs) Indicative of likely activities and tasks students will undertake to learn in this course. Final details will be provided to students in their first week of attendance in this course. Coursework AT1. Continuous Assessment (10%): Students are encouraged to discuss and reflect on the materials covered in the lecture and attempt the laboratory exercises. AT2. Group Project (40%): A group project, which includes macro/vba, written report and oral presentation, will be assigned to students to investigate a real-life application of systems and apply the concepts learned in the course. Examination AT3. Final Examination (50%, one 2-hour exam): A written examination is given to assess students' competence level of the subjects covered in the course. ** Students must pass BOTH coursework (ATl-AT2) and examination (AT3) in order to get an overall pass in this course. ** ILO No AT1 (10%) AT2 (40%) AT3 (50%) Remarks CILO CILO CILO CILO (1: ILO moderately assessed by AT; 2: ILO heavily assessed by AT) 5. Grading of Student Achievement: Refer to Grading of Courses in the Academic Regulations. Grading pattern: Standard (A+, A, A- C-, D, F) ILO Excellent Good Adequate Marginal CILO1 industry and creatively apply them to a wide variety of industry and amply wide variety of industry sufficiently to wide variety of industry sufficiently to limited variety of

4 CILO2 CILO3 CILO4 Recognize and understand the components of and identify how efficiency in a wide variety of Creatively design and apply proper models to develop innovative and effective solutions for problems. Innovatively analyze how contributes to Recognize and understand most components of and identify how efficiency in similar appropriate models to develop effective solutions for problems. Apply most Understand how efficiency in applications covered in the course. somewhat appropriate models to develop moderate solutions for problems. Apply basic Understand how efficiency in most applications covered in the course. marginal computerbased models to develop insignificant solutions for problems. Marginally apply Part III Keyword Syllabus: Introduction and Overview What are the ROLES of INFORMATION MANAGEMENT in the FINANCIAL SERVICES INDUSTRY? How do Information Systems IMPACT and IMPROVE the Financial Services Industry? Information Technology in Banking and Payment Processing Systems What are FINANCIAL TRANSACTIONS PROCESSING SYSTEMS (TPS), and why are they used? What technology is used to PROCESS PAYMENTS and TRANSACTIONS?

5 Information Technology in the Financial Markets What kind of Information Technology is used in PRIMARY and SECONDARY MARKETS? What are the STANDARDS and PROTOCOLS for FINANCIAL MESSAGING? What EFFECTS do ELECTRONIC MARKETS have on exchanges and traders? Financial Markets Technological Infrastructure: Front-Office and Back-Office Systems How do TRADING ROOMS operate? What is the role of CLEARANCE and SETTLEMENT SYSTEMS? Application of Modelling in Financial Services What is FINANCIAL MODELLING? How can tasks be AUTOMATED through MICROSOFT EXCEL MACRO and VBA? How FINANCIAL MODELS are via MICROSOFT EXCEL MACRO and VBA? Recommended Reading: Text(s): Freedman, Roy S., Introduction to Financial Technology, Academic Press, ISBN: Supplementary Readings: Keyes, Jessica, Financial Services Information Systems, 2 nd edition, Auerbach Pub, ISBN: Klanna, Ayesha, Straight Through Processing for Financial Services: the Complete Guide, Academic Press, ISBN: Williams, R Tee, An Introduction to Trading in the Financial Markets - Technology: Systems, Data and Networks, Academic Press, ISBN: Online Resources: Readings will be augmented by pertinent journal/newspaper/magazine articles.