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會計及金融 金融服務和保險

金融服務和保險

金融服務和保險是熱門行業,政府統計數字顯示它對本地生產總值的貢獻於2016年增至18%,反映市場對該行業人才需求殷切。 投身有關行業,必須掌握財務策劃及財富管理知識。透過我們優質的課程,可提升學生在金融業的競爭力。

金融服務和保險課程

Programmes Type

課程類別

微證書

開課日期

上課日期

學費資助

地點

香港島

九龍

訂閱 e-資訊
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 To be advised
Duration 9 months to 12 months
Fee HK$4000
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 02 JAN 2024 (TUE)
Duration 1 year to 2 years
Fee Business modules HK$4,000- HK$6,000
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.

PT
Start 03 FEB 2024 (SAT)
Duration 2 months to 3 months
Fee HK$15,200 (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 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 15 FEB 2024 (THU)
Duration 2 months to 3 months
Fee HK$13,200(including a comprehensive set of notes and study materials which are non-refundable)
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 02 MAR 2024 (SAT)
Duration 33 hours
Fee HK$8000

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 05 MAY 2024 (SUN)
Duration 2 months to 3 months
Fee HK$17,400 (including a comprehensive set of notes and study materials which are non-refundable)
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。
 
PT
開課日期 待定
修業期 5個月
課程費用 HK$6,000
This is a 9-hour short course to focus on CFA Practical Skills Module.

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.
PT
Start 07 JAN 2024 (SUN)
Duration 9 hours
Fee HK$3,600
This is a 9-hour short course to focus on CFA Practical Skills Module.

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.
PT
Start 18 JAN 2024 (THU)
Duration 9 hours
Fee HK$3,600