FFP module: HK$16,300
CFP® level 1 & 2 modules: HK$5,550 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.
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.
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.
Students will learn how to build three-statement financial models as it is done on Wall Street. Students will explore best practices, discover optimal model flow and design, strengthen Excel practical skills and tackle more complex modeling cases in practice.
Students will follow the data science workflow from financial data ingestion to training artificial neural networks. Also, students will have the opportunity to pull financial data and use the standard tools and techniques to prepare it to deliver insights, work through an example of forecasting percentage change in EPS, and explore a common natural language processing task of sentiment analysis.