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COMPETITION GUIDELINES
I. QUALIFICATIONS
A. Each school may send one (1) team comprising of three (3) members.
B. All interested participants are required to pay a registration fee amounting to:
C. Each team must be composed of Junior and/or Senior students with at least
15 units in the course of Finance.
D. The organizing body reserves the right to disqualify a team from the
competition if they fail to meet entry qualifications.
E. In case that a chapter will not have at least four (4) participating schools, each
school can send a maximum of two (2) teams for the competition. The
approving body shall be the nine organizing chapters.
A. Registration form jointly approved and signed by the school’s chairperson and
dean.
D. Only the first 20 teams to submit complete forms shall be accepted by the
committee. No substitution of participants will be allowed once the form has
been received.
B. Team with incomplete members ten (10) minutes before the start of the
competition will be considered in default.
C. The competition shall consist of pool of questions covering the following areas
of interest:
WEALTH/ RETAIL
Introduction to Investment
International Introduction to Investment
Wealth and Investment Management
Advanced Wealth Management
Private Client Advice
Private Client Investment Advice and Management
Wealth Management
COMPLIANCE/ RISK
Financial Crime
Global Financial Compliance
Cyber Security
Risk in Financial Services
Investment Compliance
OPERATIONS
Finance, Risk, and Investment
Finance Risk and Decision Making
Introduction to Securities and Investment
Investment Operations
IT in Investment Operations
Operational Risk in Financial Institutions
Global Securities Operations
ISLAMIC FINANCE
Fundamentals of Islamic Banking and Finance
IV. FORMAT AND TIME LIMIT
A. The questions will be divided into three rounds: Easy, Average and Difficult
Round.
Easy 10 10 15sec
Average 10 20 40sec
Difficult 10 40 60sec
*For computations, there will be an additional 50% from the time limit based on
the round included.
B. Every after round, there will be a five-minute break that will be allotted to show
the current team standings (for Easy and Average rounds). The advisers or
coaches can approach the team during this break.
C. A recap shall include the name of the school and the score garnered for that
particular round, announced in ascending order.
D. The scores garnered by the teams in the Difficult Round shall not be
announced immediately; rather, it would be announced before the official
proclamation of the winners.
V. MATERIALS
A. Only one (1) scientific calculator will be allowed per team. The organizers
have the right to accept or reject the use of certain calculators.
B. For fairness, the organizers will reset all the calculators before the
competition starts. All gadgets must also be surrendered to the organizing
team.
VI. FORMS OF QUESTIONS
A. Multiple Choice
B. Computations
C. Fill in the blanks
A. All answers must be clearly and properly shown at the cue of the quizmaster.
Failure to do so will render such answers invalid.
A. Protests and queries must be filed by any of the team members actively
participating and brought to the attention of or addressed to the Board of
Judges prior to the next question.
B. Any reaction about the validity of the question must be supported by specific
published references. Photocopied materials/references will not be accepted.
C. The decision of the Board of Judges is final and all participating teams must
abide by its decision. The student raising the question or protest must do so
with the appropriate decorum, bearing in mind that he or she is addressing
persons of authority.
A. Participants must wear either their school uniform or business attire with
school ID.
X. WINNERS
A. The teams will be ranked based on their final scores. First four (4) teams who
earned the highest final scores shall be awarded with the following:
Regional Winners:
XI. DISQUALIFICATION
The following shall be the grounds for disqualification (but will not be limited to):
* All matters that may arise during the competition but is not covered by this set
of guidelines shall be decided upon by the organizers and Board of Judges.