Accounting & Finance Financial Services and Insurance

The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 

The Postgraduate Certificate in Management and Insurance programme is designed to provide students with a broad understanding of risk and insurance. Upon completion of the programme, students are equipped with knowledge in the insurance industry and to develop professional competencies needed to be a leader in the field. The curriculum is designed based on the Specification of Competency Standards (SCSs) of the Insurance Industry in Hong Kong. The programme adopts a practical approach, equipping students with the appropriate level of skills to address the managerial and risk management aspects in the insurance industry under an increasingly stringent regulatory environment.

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 finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence,  Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level II examination. It will provide students with the knowledge in economic and corporate financial analysis, the valuation techniques of investment assets and issues of portfolio management.

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.

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically.

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level I examination. It will provide students with knowledge of quantitative methods, economic and financial analysis, and portfolio management. It also covers the ethical and professional standards requirement for an asset manager.
 

本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放，香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁，一口流利的普通話，成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語，通過會話訓練加強學員的競爭能力。
 

Suitable for those who need to equip themselves with taxation knowledge for his financial and estate planning as well as professionals who need to offer UK tax planning during the course of business.

Please pay attention to the deadline
請留意截止報名日期

請注意：課程學額有限，額滿即止，請盡早報名，不設留位服務
Please note: it is advisable to enrol well in advance as places are limited. There is no reservation service.
 

This workshop focuses on helping individual design a solid financial plan to fund his/her retirement. You will be working on your own retirement planning, remember to bring your own calculator to the workshop. 本工作坊集中於教授如何為個人設計一份針對退休生活的財務策劃。你將會為自己度身訂製一個專屬於你自己的退休計劃，請務必攜帶計數機。