London Institute of Banking & Finance (LIBF)

Student Investor Challenge

Well-designed online courses to help improve financial thinking

Financial Ability Assessment provided to review and learn in online couses

Stock Simulation to develop ability in risk analysis

Compete in Prelimerary Round to qualify for National Final

LIBF certificate beneficial for university application and career development

10 thousand+
Participating students
1+
Participating schools
1 Hour
Online courses
1 Million
Investment capital

Introduction

London Institute of Banking & Finance (LIBF)

The London Institute of Banking & Finance (LIBF) is to advance banking and finance by providing outstanding education and thinking, tailored to the needs of business, individuals, and society. LIBF provides a balance of experience, insight and thought leadership into today's financial world. And because LIBF has been at the heart of the sector since 1879, it creates connections and build partnerships between people and business that make banking and finance more accessible and understood, and enhance social inclusion through better financial capability.

London Institute of Banking & Finance

Student Investor Challenge

Student Investor Challenge is the most important financial competition of LIBF, with 400,000 participants in 2,500 schools worldwide. It combines financial certification and financial contest accredited by the Office of Qualifications and Examinations Regulation (Ofqual), to focus on lifelong learning; equipping individuals with the knowledge, skills and qualifications to achieve what they want throughout their career and life. The challenge is separated into junior and senior division. Participants in the senior division are able to simulate the trading in stock market and act as fund managers to deal with millions of dollars. The participants compete in Preliminary Round to qualify for the National Final. The preliminary round are divided into 2 parts: Financial Ability Assessment and Stock Exchange Simulation. Those with excellent grades will receive an authoritative financial capability certificates and get access to the LIBF National Final.

Values

Financial Knowledge

Improve on investment and financial thinking

Stock Market Simulation
Develop ability in risk analysis
Finance Management
Beneficial for univerity application in finance-related major
Fund Security
High school version of "CFA Challenge", authoritative certificate

Student Investor Challenge

Advancement

Preliminary Round
Pre- Preparation
  • Time：2020.11.28
  • Mode：Online / offline
  • Format：Individual
  • Consists：【Junior】Financial Ability Assessment 【Senior】Financial Ability Assessment，Stock Market Simulation
  • Preparation：Online Courses
    • Learning Hours：48 Hours
    • Content：
        • Unit 1—Your Personal Finance：Money, Sources of money, Storing money safely, Spending and budgeting, Saving and selling, Borrowing, What is insurance, How do we keep our money safe?
        • Unit 2—Money management for your generation：Modern banking, Pay and pay calculations, Types of payment card, The cost of borrowing, Using money abroad, Financial difficulties and their consequences , Financial advice and protection
        • Unit 3—Your future, your career：The financial services industry, Routes into financial careers, Roles and career paths, Planning your career
      *Students will receive the academic material one week in advance
  • Application Deadline：2020.11.15
  • Refund Policy：The account for the online courses will be registered for the students after payment. No refund will be given after the course registration is made.

    COMPETITION CONTENT:

    Part 1: Financial Ability Assessment
    • Participants：Junior, senior
    • Language：English
    • Written Test：: 105 minutes
    • Content：
      Your personal finances: 30 stand-along multiple-choice questions
      Money management for your generation: 44 stand-along multiple-choice questions
      Your future, your career: 26 stand-along multiple-choice questions
    • Grading：One point for each question, no deductions will be made for any incorrect answer
    • Qualification Benchmark : A minimum score of 15 points in Unit 1; 15 points in Unit 2; 10 points in Unit 3
    • LiBF LiFE Certificate: Participants who achieve the qualification benchmarck(Certified by the British Council of qualifications and courses).
    Part 2: Stock Market Simulation (senior division only)
    • Language：Chinese
    • Duation： 240 minutes
    • Content：
      Round 1：Allocation plan for the asset of 20 million dollars
      Round 2 & 3：2 operation rounds
      Students will have to adjust their investment portfolio according to the simulation Round 4：Live personal behavior analysis report and feedbacks from instructors
    AGENDA:
    Time Content
    10:00-11:45 Financail ability assessment
    11:45-13:00 Rest
    13:0-13:40 Training on investment
    13:40-14:00 Simulation round
    14:00-16:45 Three operation rounds
    16:45-17:00 Instructor's conclusion
    *Subject to Change.
    AWARDS:
    Financial Ability Assessment Stock Market Simulation
    High Distinction：Top 10% High Distinction：Top 5%
    Distinction：Top 20% Distinction：Top 15%
    Credit：Top 35% Credit：Top 35%
    Prize Award: Full scores Excellence Award：Top 40%
    LIBF LIFE Certificate:
    Qualifiers to National Final
    *Award winners and LiFE obtainers are qualified for National Final.
National Final
National Final
  • Date：February, 2021
  • Location：TBC
  • Format：Individual competition and team competition
  • Participants：Students who have received the LiFE Certificates in the Preliminary Round. Students need to be in a team of 4 to participate, individual participants will be assigned to a group by the organizing committee.
  • Numbers per team：3-4 Students
  • Registration：Qualifiers will receive an invitation letter for National Final
  • Language：English

LIBF Student Investor Challenge will be the Special Committees of All-Star Competition, VIP Business Keynote Speakor, Economic Lecture and special social event, more details please refer to All-Star offical website：2021 ASDAN ALL STAR

  • Award percentage：40%
  • Content：
Agenda
Morning Afternoon Evening
D1 Registration Opening Ceremony Preparation for Written Test
D2 Competition 1：
Financial Knowledge Test		 Competition 2：
Financial Bowl		 WYEF Special Party
D3 Competition 3：
Asset Allocation &  Team decisions Stock Market Simulation and Investment Decisions Round 1		 Competition 4：
Financial Case Analysis and Roadshow		 Social Event
D4 Competition 2：
Stock Market Simulation and Investment Decisions Round 2&3		 Stock Market Simulation and Investment Decisions Round 4 Report Talent Show Closing Ceremony
D5 Back
*The agenda might be adjusted according to the actual circumstance.
London Championship
London Championship
  • Date：May 2020
  • Location：London
  • Eligibility：Only for high school students. Gold winner is qualified to participate in the London Championship.
  • Language：English
  • Format：Stock market simulation and financial case analysis.
  • Sponsorship：ASDAN China will paid for the qualifiers' conference fees during London Championship (Flight tickets and Visa fees are not included).
Preliminary Round
Preliminary Round
  • Time：10:00 am, 26th April 2020
  • Mode：Online
  • Format：English, Individual
  • Participants：Junior：Age 11-15 Senior：Age 16-18
  • Online Courses：
    · Unit 1 – Your personal finances: 30 mins, 30 stand-along multiple-choice questions
    · Unit 2 – Money management for your generation: 45 mins, 44 stand-along multiple-choice questions
    · Unit 3 – Your future, your career: 30 mins, 26 stand-along multiple-choice questions.
  • Written Test Duration：105 mins
  • Grading：One point for each question, no deductions will be made for any incorrect answer.
  • Qualification Benchmark for National Final：A minimum score of 15 points in Unit 1; 15 points in Unit 2; 10 points in Unit 3.
Awards
  • Prize Award：Full scores
  • High Distinction：Top 10% of students (national grades)
  • Distinction: Top 20% of students (national grades)
  • Credit: Top 35% of students (national grades)
  • LIBF LiFE Qualification (accredited by Ofqual)：Qualifiers for National Final
* Note: Only those who have received the LiFE Certification will be eligible for awards.

Online Learning Platform

Objectives

Financial Knowledge
Finance Management
Fund Security

Key Skills

Budgeting Skill
Communication Skill
Preliminary Budgeting
Comprehension Ability
Data Processing Skill
Information Analysis

MyLIBF Online Courses

  • Learning hours：48 h
  • Content：
  1. Unit 1 - Your personal finance：Money, Sources of money, Storing money safely, Spending and budgeting, Saving and selling, Borrowing, What is insurance, How do we keep our money safe?
  2. Unit 2 - Money management for your generation：Modern banking, Pay and pay calculations, Types of payment card, The cost of borrowing, Using money abroad, Financial difficulties and their consequences , Financial advice and protection.
  3. Unit 3 - Your future, your career：The financial services industry, Routes into financial careers, Roles and career paths, Planning your career.

* You have the chance to watch the learning material repeatedly.

Online Learning Platform

Objectives

Financial Knowledge
Finance Management
Fund Security

Key Skills

Budgeting Skill
Communication Skill
Preliminary Budgeting
Comprehension Ability
Data Processing Skill
Information Analysis

MyLIBF Online Courses

  • Learning hours：48 h
  • Content：
  1. Unit 1 - Your personal finance：Money, Sources of money, Storing money safely, Spending and budgeting, Saving and selling, Borrowing, What is insurance, How do we keep our money safe?
  2. Unit 2 - Money management for your generation：Modern banking, Pay and pay calculations, Types of payment card, The cost of borrowing, Using money abroad, Financial difficulties and their consequences , Financial advice and protection.
  3. Unit 3 - Your future, your career：The financial services industry, Routes into financial careers, Roles and career paths, Planning your career.

* You have the chance to watch the learning material repeatedly.

Academic Support

Amplify Trading ( A.T. ) , born in London, UK, provides academic support for the investment sector. A. T. has provided recruitment, staff training for the world's top investment banks, including Morgan Stanley, Standard Chartered Bank, also offers financial teaching and practical experience for top universities in the world.

Xiaoyu Zhang

Amplify Trading China Director
China director of Amplify Trading, with 7 years of experience in international financial market trading and training, has worked as a stock / index derivatives trader in Morgan Stanley's London headquarters.

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