Financial Practitioners FinTech Training Programme 2022 (Webinar 7): The Advent of Platform Economies

Webinar Series

About this course

Date:  7 Jul 2022 

Time:  14:30 - 17:30 with 2 CPD /CPT Hours

Format: Webinar

Fee: HK$775 per head
- It is fully subsidized for participants from registered financial institutions and trade associations in the conditions that the Cyberport Academy Attendance Policy is complied.
- All learners will NOT be given any Continuing Professional Development (CPD) credits and/or attendance record if they are late and/or absent from the class for more than a total of 15 minutes.

Learning Objectives:
- Explore the business model that made tech company a global superpower extending to finance sectors: the platform ecosystem
- Understand the impact of platform across business model and how it facilitates embedded finance
- Analyse the roles of third-party providers within the open banking ecosystem

Training Content:
Session 1
- Topic: Investing for The Next Decade: Democratizing Wealth Management through Technology to Empower People to Build Long- Term Wealth
- Time: 14:30-16:00
- Language: Cantonese
- Speaker: Ms. Stephanie Leung, Director & Head, Group Deputy CIO of StashAway Hong Kong
- What to learn: To get a comprehensive understanding of the dominating force of the open banking model in finance, it is essential to understand its impact through specific industry use cases. During this session, the industry expert will explain what robo-advisory is, and how open banking technology and strategies are transforming wealth management,
in order to maximize asset allocation while tailoring investment strategies to each person’s risk tolerance.

Session 2
- Topic: Open Banking Platforms and Their Role in the Current Economy Photo Biography
- Time: 16:00-17:30
- Language: English
- Speaker: Mr. Huy Nguyen Trieu, Co-founder and CEO of CFTE, and ex MD, Head of Macro Structuring, Citi
- What to learn: Open Banking levels the playing field for providing a better experience for consumers, from the use of technologies such as API and cloud computing, to new regulations such as PSD2 or the concept of TPP. In this session, the industry expert will look at Open Banking as the key catalyst of the business model of platforms and its impact on (UX) user experience regarding what we call embedded finance. Also, the expert will highlight how Open Banking lowers the barriers to entry for new entrance, which foster the creation of new products and services in financial sectors.

Participants could get e-Certificates with earned CPD credits. 

*Participants could have 1 month post training playback at CA Portal Smart Learning.
*This webinar is entitled for 2 hours HKIB CPD (for all PQ holders except for AAMLP and CAMLP holders), SFC CPT,  PWMA OPT, and ACCA CPD.


Financial Practitioners FinTech Training Programme 2022, FinTech, AI & Big Data
3 - 10 hours
No credit


Deadline: 05 Jul 2022

By the end of this course, you will learn:


Gain insights on the tech behind platforms and opening banking - APIs


Learn the new services are offered in an open economy from better integration with custodians to KYC and risk profiling


Understand how open banking has changed the wealth management


Gain insights on the latest developments in Open Banking


Learn what is the platform business models and the value creation in API economy


Understand how it reshapes the financial ecosystem and offers new user experiences



Director & Head, Group Deputy CIO of StashAway Hong Kong
Stephanie has more than 17 years of experience in managing multi-asset portfolios globally for Goldman Sachs as well as for institutional investors and family offices. Her expertise in global macro and quantitative investing has enabled her to effectively manage multi-billion portfolios for her clients. Prior to finance, she began her career at McKinsey & Co. advising companies in the Asia Pacific region.

Stephanie earned her MS in Computer Science (Artificial Intelligence) from Stanford University and BS in Computer Engineering from the University of Michigan.


Co-founder and CEO of CFTE, and ex MD, Head of Macro Structuring, Citi
Huy Nguyen Trieu is the Co-Founder of CFTE and CEO of the Disruptive Group, a business builder and advisory firm in innovation and finance. He has navigated between startups and large organizations, from CEO of a startup to Managing Director in international banks. After graduating from MIT, he co-founded and led Ukibi, a precursor to Linkedin – in 1999. After 5 incredible years, he joined international banks where he built high growth businesses for more than a decade, with his last position as MD at Citi. In addition to his day job in capital markets, he was very involved in the development of FinTech and is recognized as one of the thought leaders in that space. He has mentored dozens of FinTech entrepreneurs, invested in innovative startups and sat on several advisory boards.