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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Financial Analysis and Valuation with Excel and Python)
證書( 單元 : 財務分析與評估 – Excel及Python)

Course Code
FN130A
Application Code
2290-FN130A

Credit
6
Study mode
Part-time
Start Date
07 Jun 2025 (Sat)
Next intake(s)
Aug 2025
Duration
30 hours
Language
English
Course Fee
Course Fee: $10,200 per programme (* course fees are subject to change without prior notice)
Deadline on 23 May 2025 (Fri)
Enquiries
2867 8331 / 2867 8424
2861 0278
Apply Now

Today and Upcoming Events

Accept new applications for Jun 25 intake! There will be practical classes in the computer laboratory.

Highlights

The programme aims to provide students with essential knowledge of financial analysis and valuation. It equips students with practical skills to perform financial analysis and data visualisation using Excel and Python. The programme also illustrates simulation and model building, as well as evaluation of corporate performance.

Programme Details

On completion of the programme, students should be able to 

1.    examine the financial statements for financial analysis;

2.    apply techniques of financial analysis to evaluate a company;

3.    develop financial models and use computational tools for financial analysis and valuation; and

4.    interpret the financial results and assess financial performance of a company.

Application Code 2290-FN130A Apply Online Now
Apply Online Now

Days / Time
  • Thursday, 7:00pm - 10:00pm
  • Saturday, 2:00pm - 7:00pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Learning Centre
  • Kowloon West Campus
  • Kowloon East Campus

Modules

Course Content :

(1) Basic financial analysis and model building

  • Introduction to financial statements
  • Financial statement analysis from financial reports
  • Principles of corporate finance and techniques of financial analysis
  • Risk analysis and management
  • Financial model building and performance evaluation

(2) Financial analysis and valuation with Excel

  • Excel basics for financial modeling
  • Sensitivity analysis and scenario analysis
  • Data visualisation
  • ESG valuation
  • Spreadsheet modeling and equity valuation

(3) Financial analysis and valuation with Python

  • Introduction to Python programming
  • Web scraping and data visualisation
  • Overview of Artificial Intelligence (AI) and Natural Language Processing (NLP) for financial analytics
  • Financial analysis and model building
  • Monte Carlo Simulation (MCS) and valuation

Assessment method: Individual Assignment + Group Project Presentation

Award

Upon successful completion of the programme, students who have passed the assessments with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a "Certificate for Module (Financial Analysis and Valuation with Excel and Python)".

Class Details

Timetable

Lecture Date Time
1 7 Jun 25 (Sat) 14:00-19:00
2 14 Jun 25 (Sat) 14:00-18:00
3 21 Jun 25 (Sat) 10:00-13:00 & 14:00-19:00
4 26 Jun 25 (Thu) 19:00-22:00
5 28 Jun 25 (Sat) 14:00-19:00
6 5 Jul 25 (Sat) 14:00-19:00

Remarks: Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers 

Teacher Information

Mr. Benjamin Lee

Background

Mr. Benjamin Lee is a Chartered Financial Analyst (CFA) Holder and currently serves as the Head of the Investment Department at an international financial institution. He has over 15 years of experience in asset management and has previously held the position of Fund Director at a private equity fund, managing assets for international high-net-worth clients and professional investors. Mr. Lee is an EFFAS Certified ESG Analyst® (CESGA).He specializes in integrating environmental, social, and governance (ESG) and sustainable development concepts into investment decision-making. 

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $10,200 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognised institution where the language of teaching and assessment is English. Those with economics, finance, business, IT or computer science background would have an advantage.

Applicants with other equivalent qualifications will be considered on individual merit.

 

**Please upload copy of HKID and proof of degree while applying online

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.
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