057 For more and latest programme information, please visit our website 有關最新課程資訊及詳情，請瀏覽學院網站 hkuspace.hku.hk Minimum Entry Requirements 基本入學要求（P.015） Fee 學費 Duration 修業期 Medium of Instruction 教學語言 Qualifications Framework 資歷架構 Exemption 豁免 Short Course 短期課程 See legend on page 029 圖像說明於第029頁 Accounting & Finance 會計及金融 Finance and Compliance 金融法規 持牌保險中介人打擊洗錢及恐怖分子資金 籌集合規持續專業發展課程 課程編號：FINA9356 S 報名代碼：2050-3004NW 2867 8487 / 2867 8314 shortcourse@hkuspace.hku.hk 本課程會將介紹打擊清洗黑錢及反恐佈份子融資活動的相關法例及保險業規例的基 本原則；重點是香港的洗錢及恐怖分子融資風險評估報告，並設有實際經驗分享、 案例研究，及如何應用相關的案例和法律法規。 HK$450 3小時 Financial Services and Insurance 金融服務和保險 Advanced Diploma in Financial Planning Programme Code: FN005A Application Code: 2065-FN005A 2867 8468 cfp@hkuspace.hku.hk This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in f inance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence, Postgraduate Diploma in Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations). Applicants should - have gained in the HKCEE Grade E in 3 subjects and Level 2 in Chinese Language and English Language; OR - have gained in the HKDSE Level 2 in 5 subjects; - be aged 21 years of age or above and have 3 years of work experience. - IFPHK candidacy is a pre-requisite for the Advanced Diploma in Financial Planning Programme Business modules HK$3,800 - HK$5,800 AFP module: HK$15,800 CFP level 1 & 2 modules: HK$5,350 each module Application Fee: HK$150 More details 1 year to 2 years English Level 4 (Reg. No.: 14/003649/L4) Validity Period: 01 Jan 2015 - on-going ExecutiveWorkshopTheArt of Winning Requests for Proposals (RFP) inFinancial Services Programme Code: FINA9364 S Application Code: 2070-3369NW 2867 8322 susanna.wss.lee@hkuspace.hku.hk Competition of service providers in financial services has never been more brutal. Executives of financial service providers feel increasingly commoditised as clients view themselves and their competitors as much the same. Their win rate in bidding request for proposals (RFP) may be on the decrease. One of the best ways to win RFP is to make sure they understand how and why their clients determine one competitor over another and how outstanding providers align and win the RPF without competing on fees only. How to accelerate the message of service providers with difference, preference and proof is important in winning RFP in financial services. HK$4,500 1 month English Certificate for Module (Insurance Contract and Compliance) Programme Code: AC107A 2867 8474 / 2867 8314 pgdipmi@hkuspace.hku.hk The programme aims to equip students with professional knowledge and skills to manage insurance contracts and assess possible risks and threats under an increasingly stringent regulatory environment in the insurance industry. HK$8,000 per programme Application Fee: HK$150 33 hours Level 6 (Reg. No.: 21/001079/L6) Validity Period: 01 Oct 2021 - on-going AFP Certification Refresher Course Programme Code: FINA9293 S Application Code: 2090-1229NW 2867 8468 cfp@hkuspace.hku.hk This 10-hours’ short course will help the students go through different type of questions step-by-step and the relevant tricks required to tackle these questions. Students are assumed to have the knowledge required for the AFP syllabus. HK$3,000 10 hours Cantonese Chartered Financial Analyst Level 1 Education Programme Programme Code: FINA9017 S Application Code: 2060-1534NW 2867 8468 cfa@hkuspace.hku.hk HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examination. HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable) 2 months to 4 months English
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