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專業實踐學科主題 - 金融與投資

微證書是根據個人節奏、時間和興趣的個人化學習計劃,課程以技能為基礎及以專業為導向。適合任何希望推進事業發展、提升技能、轉換職業,甚至只是追求興趣的人。以下是 “金融與投資”主題的課程。更多主題和課程詳情請參閱此處

The aim of this programme is to equip students with the required knowledge in accounting and finance to interpret financial and accounting information. With the knowledge learnt, they would be able to provide advice to the company board or similar decision making body in term of company strategy development, decision-making and direction and to prepare candidates to write the professional examinations of the Chartered Governance Qualifying Programme, which is recognized worldwide. It is the students' responsibility to determine whether they are eligible to participate in the CGQP examination. 
PT
Start 10 MAR 2026 (TUE)
Duration 36 hours
Fee HK$5,300
The aim of this programme is for students to develop, evaluate and apply the knowledge and concept in the discipline of risk management, including how risk management links to compliance management which enhance effective corporate governance in corporations, organisations and prepare candidates to write the professional examinations of the Chartered Governance Qualifying Programme, which is recognized worldwide. It is the students' responsibility to determine whether they are eligible to participate in the CGQP examination. 
PT
Start 13 MAR 2026 (FRI)
Duration 36 hours
Fee HK$5,300

This preparatory course aims to provide tuition support to students for studying the MSc in Professional Accountancy, University of London (UCL). 

This programme aims to provide students with a sound understanding of the purposes, nature and operation of global capital markets. It seeks to identify who uses them, and why, and how. Within that it illustrates the dynamics of the interactions of actions as capital is exchanged using financial instruments to generate returns while managing risk. It reveals the context in which these actors operate in markets, and particularly so in the context of regulations imposed on markets. Additionally, it seeks to illustrate an evolving regulatory legacy and evolving attitudes to risk-return trade-offs.

PT
Start 03 JAN 2026 (SAT)
Duration 30 hours
Fee HK$7500

This preparatory course aims to provide tuition support to students for studying the MSc in Professional Accountancy, University of London (UCL). 

The programme aims to provide participants with a theoretical and practical understanding of the evolving nature and applications of finance and accounting models. The evolutions stem from changes in the economic, political, regulatory and technological environment. In doing so, students could look at the established history, the current situation, and explore implications for the future.
 
The programme provides students with the opportunity to demonstrate their ability to assess the impact of such changes on organisations and a range of relevant stakeholders. It aims to explore current issues in financial reporting, financial management and corporate finance disciplines and to provide opportunities for students to develop their skills in critical analysis and evaluation of alternative solutions.

PT
Start To be advised
Duration 30 hours
Fee HK$7500

This preparatory course aims to provide tuition support to students for studying the MSc in Professional Accountancy, University of London (UCL). 

This programme seeks to an understanding of the nature and purposes of, and issues within investment decisions in a range of investment opportunities. In doing so, it articulates and applies principles of investments in shares, bonds, mutual funds, and other securities, within an investment portfolio. It further sets out to provide a practical familiarity with issues in investment in derivatives, and in real estate.

PT
Start To be advised
Duration 30 hours
Fee HK$7500
近年金融市場瞬息萬變,環球經濟充斥著很多不穩定因素,投資者要於日趨複雜的投資市場獲利,便須進一步了解各種投資產品,並運用不同的交易策略以增加投資回報及避險。
PT
開課日期 2026年1月12日 (星期一)
修業期 3個月
課程費用 HK$4600
近年金融市場瞬息萬變,環球經濟充斥著很多不穩定因素,投資者要於日趨複雜的投資市場獲利,便須進一步了解各種投資產品,並運用不同的交易策略以增加投資回報及避險。
PT
開課日期 2026年2月4日 (星期三)
修業期 3個月
課程費用 $4600

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近年金融市場瞬息萬變,環球經濟充斥很多不穩定因素,投資者要於日趨複雜的投資市場獲利,便須進一步了解各種投資產品,運用各種交易策略以增加投資回報及避險。 本課程包含股票、外匯、衍生產品及對冲基金的投資理論,引用實例講解複雜的交易策略,讓學員掌握不同市况的投資策略。
PT
開課日期 待定
修業期 3個月
課程費用 HK$5950
課程旨在介紹上市交易所買賣基金(ETF)的投資特性,辨別所持資產類別(例如指數、股票、債券等),讓學員認識ETF作為環球投資的方法及分散風險的概念。完成課程後,學員能夠了解ETF投資策略,選擇適合自己的ETF產品作為投資部署,專業講者亦會分享其ETF交易實戰投資心得。
 
 
PT
開課日期 2026年3月14日 (星期六)
修業期 5個星期
課程費用 HK$6400
課程旨在教授學員如何運用基本分析方法研究上市公司股票的內在價值,應用股票價值評估方法以選擇公司股票。此外,也會指導學員對作為投資目標的上市公司進行分析及作出財務預測,並討論價值投資方法及股票投資策略。
PT
開課日期 2026年2月7日 (星期六)
修業期 5個星期
課程費用 HK$6700

 

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