金融投资特色课程

HTI金融俱乐部聚集了财富管理行业的资深分析师,教育领域的精英教授以及法律界的权威人士,为学生提供超出你想象的最顶尖的师资团队。为年轻一代提供完善的教育资源,还为他们提供多样化的平台,让学生具备进入更高学府实力的同时,拥有迎接人生挑战的勇气!

在HTI金融俱乐部,我们深信为个人及家庭提高金融意识,是终身受益的事情。尽早建立健全的金融及经济基础,将有利于社区更好的发展,我们将与HTI所有俱乐部成员一起共同为提高社区金融意识而努力!

金融投资特色课程优秀团队

HTI华通国际金融俱乐部,由2023全美个人金融挑战赛南加州亚军王牌教练Kai Tian以及拥有超过30年授课经验的教授David St Clair主要带领。金融俱乐部的学生将在明星导师的带领下探索宏观经济,微观经济,个人金融,财富管理和法律架构等多个角度,助力中学生全面提升金融及相关领域知识!并能在未来做出健康的财务判断。

KaiTian CFA

  • Founder of the Nautilus Family Office, CFA FRM CAlA charterholders, affiliated member of STEP.
  • Nearly 20 years of wealth management experience
  • Previously worked with the Vice President team at Merrill Lynch
  • FINR Aregisteredinvestment advisor (series 7,66)
  • Holds licenses in insurance,real estate,and lending
  • Provides professional solutions for families and businessesranging from top-level legal to bottom-level asset allocation andimplementation)

James Xia Esq, CFA

  • Highly accomplished professional with a robust educational background and extensive industry experience.
  • Doctor of Business Administration from West Virginia University,specializing in machine learning for financial fraud detection.
  • Over 24 years of experience in advanced analytics, research, andmodeling in Insurance Groups and Investment Banks.
  • Instructed various economic courses for university and high school students.

David St Clair

  • Excels in teaching AP Macroeconomics, and passionately guiding students to triumph in personal finance contests and events.
  • Students under David's guidance have succeeded in various personal finance contests and events, including the Personal Finance Challenge, Financial Advisors Challenge, CSUF Fast Pitch Competition,and California Stock Market Game.
  • Taught at Troy High School in Fullerton for .
  • Students consistently excel on the AP test with a passage rate of 70-80% annually.

今年暑假,将开设金融基础课程,提前打好基础,为2025NEC挑战赛做好准备,以及财富管理青少年浓缩班,帮助青少年更好地分析公司,做好投资决策。

HTI金融俱乐部暑期特别课程

暑期热门,感兴趣金融但是一头雾水?不再迷茫,我们为你揭开投资的面纱!

揭秘股市与投资的真相,解析现实世界的供求法则,让你洞悉经济脉搏!

前沿经济现状及前景分析,洞悉围观与宏观经济的交融

把握投资动脉,成就未来财富!

课程将包括:

财富管理

公司估值

企业财富管理

金融衍生工具

国际金融形势

微观/宏观经济学

财务报表分析

课程安排:6.10开班,周一到周五,五周课程,1:30pm到3:30pm

美国留学攻略