Founder of Institute of Financial Technologists, Mr. Paul Pong's, talk for MBA students at the Open University of Hong Kong. Outlining opportunities and effect from Chinese depositary receipt and weighted voting rights. Also urging the needs of lack of fintech talents in the industry!

1. Journey to CFT for
Financial Technologists

2. Institute of Financial Technologists of Asia (IFTA) is an
NGO established in HK in Sep 2017
Witness of ITB, HKMA, FSTB, and City of London
Collaboration agreement with the CFT UK for the first
CFT certificate program to Asia
About IFTA

4. Founders of IFTA
Wilson Kwok Paul Pong Andy Chung

5. Recent Trends in Finance & Technology Industry

6. $897B $760B $738B $721B $532B
TODAY
Technology Industry Trends

7. Rank Company Market Cap (Billions USD) Country
1 Apple 897.19 US
2 Alphabet 759.75 US
3 Microsoft 737.59 US
4 Amazon 721.01 US
5 Tencent 531.87 China
6 Facebook 528.49 US
8 Alibaba 465.11 China
14 Samsung Electronics 283.64 Korea
Technology Industry Trends

8. FAAMG

9. Source : Bloomberg, 27/06/2018
AMZN
GOOG
FB
AAPL
MSFT
FAAMG

10. Chinese Depositary Receipt

11. Dual-Class
Share
Structure
Unequal
voting rights
Corporates
have more
control
Investors
more keen on
capital gains
Weighted Voting Rights

12. 2015
70 Unicorn
2016
52 Unicorns
2017
57 Unicorns
Biotech companies Second Listing
Win-win situation
for corporates ,PE
equities & investors
Uprising Demand

13. Expanding
Scope &
Industries
Proactive
Government
& New
Regulations
Rapid
Growth
around the
World
Rising
Demand and
Shortage for
FinTech
Talents
Booming Fintech Development

14. Expanding Scope & Adaptation
82% expect to
increase Fintech
partnerships for next 3-
5 years
20% expect annual
ROI on FinTech related
projects
77% expect to adopt
blockchain by 2020
88% increasingly
concerned losing
revenue to innovators
Pwc Global FinTech Report 2017 :
FinTech’s growing influence on Financial Services

15. FinTech Consumer Adoption Around the World
“FinTech funding availability and regulatory support identified as key drivers for
FinTech growth in ASEAN “ – EY, 2017
0%
10%
20%
30%
40%
50%
60%
70%
80%
China India UK Brazil Australia Hong
Kong
Singapore
“EY FinTech Adoption Index 2017”

16. Mainland China as most established FinTech
market in the world
The Mainland government supporting FinTech as
to improve unbanked segments of the population
Alipay subsidiary boasting more than 800 million
registered users in 2016
Lufax, a p2p service, launched in 2012, and by
2016 the unit was valued at almost $19 billion
Indian government demonetize 2 high
denomination cash notes to crack down corruption
and tax evasion
Drastic change in payment behaviour: from cash to
digital banking/fintech
SoftBank invested $1.4 billion in parent company
of Paytm, digital payment and ecommerce service ,
to hit 500 million customers by 2020
eMarketer estimates the number of smartphone
users in the country will grow by 19.5% this year to
hit 267.1 million.

17. Rapid Growth around the World
“Venture capitalists, private equity firms, corporates and a number of other players have poured
an unprecedented amount of money in the global FinTech start-ups.”- Accenture 2016
Global Fintech Financing Activity Number of > $50M Fintech Deals

18. Rising Demand & Shortage for FinTech Talents
“The demand for [both Fintech development and regulatory commerce’s] candidates is high,
meaning banks searching in this talent short market are finding it difficult to fill positions with
people holding the necessary recent knowledge or skillsets.” – Hays Singapore, Nov 2017
“Unprecedented growth in fintech industry. Candidates with strong architecture skills would no
doubt be in demand, even those who do not have experience working in Finance.” – Hays Japan
“4 fintech trends: Blockchain, Robo Advisers, Mobile Wallets, P2P e-lending transforming
recruitment in Asia” – Michael Page, Nov 2016
"The fintech sector's tightening labour market is a side-effect of its rapid growth. With stiff competition
among recruiters, it's a seller's market for professionals with the most in-demand skills; they are now highly
employable and can secure seize the opportunity to earn a big salary.” – Business Insider UK

19. Roles and Actions of IFTA

20. Focusing Building 3 Main Pillars
Global
Standard
Highest
Ethical
Standard
Innovation &
Skill Set
“Create a globally recognized standard for nurturing talents, unclosing international
opportunities to Hong Kong talents, and promote development of the industry with
the highest ethical standard“

21. Ethical Standard

22. Capacity building and uphold standards of FinTech field
Share information on developments, concerns, and opportunities related to FinTech field
Develop channels and networks to enhance the dissemination of FinTech-related information
Assist interested parties to access FinTech professionals and local FinTech requirements
Mission of IFTA

23. Corporate Founding Members

25. The qualification for FinTech
The CFT
Accessible globally,
anytime, through
any device
100% Online Price PointFinTech Qualification
Meeting the demand for
existing technologists
within finance and the
growing disruptive
FinTech sector
US$1,985 per level

26. Certificate in Finance and Technology Content
Level 1 Level 2 Level 3
Intro to Financial Services Derivatives Asset Management
Debt Foreign Exchange Risk & Capital
Equity Alternative Investments Data Science
Project Management Payments & Cryptocurrency Enterprise Security
Business Analysis System Architecture Cloud Computing
Software Engineering UX Design Programming Languages
Legend
Finance subjects
Technology subjects

27. Leadership
Sanjay Bhandari, CEO, Co-founder
Sanjay is a globally recognised leader in the
technology space of financial companies. He runs
training in finance and technology for the world’s
leading organizations such as Credit Suisse, Nomura,
RBS, Barclays and JP Morgan. Sanjay was head of
technology at Fitch Learning where he helped develop
finance and technology programs for the worlds’ global
investment banks. Before this, Sanjay was head of the
eTrading platform at Bank of America and worked at
Merrill Lynch London where he built and maintained
trading and risk platforms for their rates desk.
Rob Woods, Commercial Director, Co-founder
Rob is an accomplished financial trainer with 20
years of experience designing and delivering
training programs to firms across investment
banking, sales and trading, wealth management
and asset management. These include Credit
Suisse, Barclays, Nomura and Terra Firma. Rob
majored in computer science and brings a unique
combination of knowledge and experience that
enables him to create tailored, focused course
content and examinations that address the needs
of technology staff within financial services
companies.

28. Accreditation/Affiliation

29. Upcoming CFT Examination : 17 September 2018
Online Exam
Online&
Offline Study
Materials
Executed &
Monitored by
CFT UK
Level 1 & 2

30. IFTA Recent Activities

31. C F T
B O O T C A M P
F E A T U R I N G
M R . S A N J A Y B H A N D A R I
C F T C O - F O U N D E R
Exclusively Reserved for
March 2nd-4th, 2018
9AM-5PM
Registered CFT Candidates
W HEN
W HY JOIN?
Expose to Relevant Knowledge for CFT Level 1
Networking with Your Peersin FinTech Industry
Meet BusinessExpertsand Co-Founder of CFT

32. • CFT Founder Sanjay Bhandari
• More than 100 attendees+ including special guests, exam candidates, general attendees, and staff
Fintech & Blockchain Seminar and CFT Bootcamp

33. Insurance Authority SFC
Meeting with 4 Regulatory Organizations
MPFA HKMA

34. cftasia.org
Thank you !