Finance and Investment Professional Exam Preparatory Courses
Our finance and investment professional examination preparatory programmes cover a number of professional qualifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), the Hong Kong Securities Institute (HKSI) licensing examination and the Treasury Markets Association (TMA) level 2 qualification.
Professional qualifications are vital tools to competitiveness in the fields of finance and investment, and rapidly changing global markets showcase the need for professional training toward these examinations—the rising demand for professional qualifications such as CFA and FRM, for instance, following closer economic integration between China and Hong Kong.
The Global Association of Risk Professionals has recorded a significant growth in the demand for FRM, and the number of FRM exam takers posted an annual average growth of 40% over the past few years. The TMA now offers new professional designations in the operations of treasury markets and treasury markets management with a focus on RMB development in Hong Kong.
Just as the Silk Road acted as an important channel for cultural, commercial and technological exchanges between ancient China and the outside world, so we expect the development of RMB internationalisation, the new regulatory regime and financial innovation to herald a new Silk Road in finance and investment.
Accounting & Finance
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Third Age
The course gives discount on the regular fee for anyone aged 50 and above.
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Continuing Education Fund
This programme has been included in the list of CEF reimbursable programmes. Application for CEF has to be made before commencement of the programme.
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Continuing Education Fund reimbursable programme
(selected modules only) Some modules of this programme have been included in the list of CEF reimbursable programmes. Application for CEF has to be made before commencement of the modules.
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Apply Online
The course provides online application and payment service.
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Enrol Online
The course provides online enrolment and payment service for continuing enrolment in the same award-bearing programme.
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New Course
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Course is Full
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e-Mark
Any programme associated and labelled with an e-Mark signifies the achievement of a predefined standard for the provision of e-learning through SOUL.
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Distance Learning
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