Victoria Shanghai Academy

JA Planning with Purpose - Financial Literacy Workshop

Posted on: Saturday 06 Feb 2021

At the start of the Chinese New Year holiday, some I&S Year 8 students chose to be engaged in the Financial Literacy Workshop - JA Planning with Purpose. A total of 16 I&S Year 8 students had registered for this workshop. This is the first time the I&S Department has started this Financial Literacy Workshops for MYP students and is line with the Year 8 Business Unit which focuses on ATL skills such as Creativity and Innovation.

In this workshop, JA Company HK has engaged business volunteers from Allianz Global Investors (AllianzGI) 安聯投資.  Allianz Global Investors is a global investment management firm with offices in over 20 locations worldwide. Employing nearly 3,000 it manages over EUR 500 billion in assets on behalf of institutional and retail clients.

Y08P Christine Bao En REN gave this feedback,

"The financial course was very educational, and the instructors were very patient and all experts in their field of knowledge. There were mini-games to make the course more fun as well as informational. All of the contents we covered are very applicable in real life, including budget planning, career goals, etc... Special thanks to Mr. Chong for organizing this event, including emailing the attendees on the day of the event for the reminder, discussing with JA HK, the organizer."

Y8H Edward Kwok reflected that:  

“I’m so glad to have the opportunity to understand different industries of business including accounting, finance, project management, information technology (IT), human resources (HR), marketing, international business, logistics, which help me to prepare for various industries. In general, business is very useful because it is a culture and a society. They help us to create innovations and make important technological advancements. It motivated employees to reach a common goal, so I think business is very fun to learn and business can build up knowledge that we never know.”

Y08T Yat Hin Adrian NG added,

"Today I have learned how to save money(options which you can do to save money and set self goals and "you can cook you own food instead to buy take away food."

Upcoming Financial Literacy Programmes

The JA Planning with Purpose is the first in a series of Financial Literacy Programmes for MYP students. It is hoped that through JA Company Programme, our VSA students can learn valuable skills from external business volunteers and industry experts from other business organizations.  In the coming two Financial Literary programmes there will be staff from HK Stock Exchange and HSBC business organisations.

Program Name Date Time Business Volunteers
JA Finance For Future TBC TBC HKEX
JA Building Financially Capable Generation TBC TBC HSBC

The date and time will be confirmed based on VSA student enrolment and if you are keen and interested, you can email to Mr Alric Chong (Competition Coordinator for I&/S Department).

VSA Business Community Network, (BizCom Network)

This platform is created to reach out to any parents, stakeholders of our VSA community or businesses connected to VSA who may volunteer to become our Business Management Associates (BM Associates). If you are a parent and would like to sign up as a BM Associate with VSA, you can click on the following URL to express your interest.

VSA Business Community Network sign-up sheet

Once again, thank you parents and students for your support. On behalf of the I&S Department, we wish you a very bullish and happy ‘NIU’ Year.

Charles Ma (Investors (AllianzGI) 安聯投資) sharing his expertise on keeping a balanced budget

Kerry Lung (Investors (AllianzGI) 安聯投資) was sharing what different industry clusters meant

An online business game conducted Genie (a staff from JA Company Programme)

 An overview of what the students learned after the workshop

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