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Accounting & Finance Financial Services and Insurance

Financial Services and Insurance

Financial Services and Insurance are popular industries in HK. According to official statistics, the contribution of the financial services sector to HK GDP increased to 18% in 2016, To enter the financial services field, you need up-to-date and professional knowledge of financial planning and wealth management. Through our high quality programmes, you can develop a competitive edge in the financial services sector.

Financial Services and Insurance Programmes

Programmes Type

Programme Type

Microcredential

Start Date

Class Schedule

Financial Assistance

Venue

Hong Kong Island

Kowloon

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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.
 
PT
Start To be advised
Duration 3 months
Fee $9,000
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.
PT
Start 07 SEP 2024 (SAT)
Duration 9 months to 12 months
Fee HK$4000
The programme aims to equip insurance practitioners with knowledge of insurance, financial planning and related investment products. It will also cover business ethics and regulations for insurance, financial and investment planning in Hong Kong market.
PT
Start 31 JUL 2024 (WED)
Duration 3 months
Fee HK$8000

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.
 

PT
Start 02 AUG 2024 (FRI)
Duration 2 months to 3 months
Fee HK$13,600(including a comprehensive set of notes and study materials which are non-refundable)
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. The graduates of Advanced Diploma can further articulate to Degree programmes. 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, Postgraduate Diploma in FinTech and Legal Regulations, and Postgraduate Diploma in Financial Analytics and Algo Trading).
PT
Start 15 AUG 2024 (THU)
Duration 1 year to 2 years
Fee Business modules HK$4,200- HK$6,200
FFP module: HK$16,800
CFP® level 1 & 2 modules: HK$5,750 each module
*(course fees are subject to change without prior notice)

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.

PT
Start 24 AUG 2024 (SAT)
Duration 2 months to 3 months
Fee HK$15,700 (including comprehensive set of notes and study materials which are non-refundable)

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.

PT
Start 06 OCT 2024 (SUN)
Duration 2 months to 3 months
Fee HK$17,800 (including a comprehensive set of notes and study materials which are non-refundable)
This programme aims to equip students with the professional communication skills and English proficiency to excel in both general business contexts and specifically in the industry of financial services. It is designed to enhance students’ overall English proficiency through contextualised teaching and scenario-based materials. This programme also lays a solid foundation for graduates to proceed to an advanced diploma in professional communication, business management or similar subjects, thereby providing the means to articulate and achieve higher qualifications at university, and improving graduates’ prospect of career advancement.

Module 1:   Business English for Professionals
Module 2:   Professional Communication in Business Administration
Module 3:   Professional Communication in Financial Services
Module 4:   Financial Communication and Relationship Management
PT
Start 05 MAR 2025 (WED)
Duration 12 months
Fee HK$20,300
本課程旨在教授學員保險行業的實務知識,並發展業界所需的技能。課程採用實例教學方法,向學員教授保險原理、產品和銷售的相關知識,內容亦能幫助業界人士備考IIQE的考試。本課程最快可於半年內完成。
PT
開課日期 待定
修業期 216小時
課程費用 每科學費 HK$3000,四科合共 HK$12000
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.
PT
Start To be advised
Duration 33 hours
Fee HK$8000