金融服務和保險課程及短期課程 - 香港大學專業進修學院。瀏覽我們的兼讀制及全日制課程。
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會計及金融 金融服務和保險

持續進修基金

Programmes Type
訂閱 e-資訊
本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業應有的人事管理和財務知識。
PT
開課日期 待定
修業期 4個月至5個月
課程費用 HK$3600
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
PT
開課日期 待定
This programme is a one year part-time programme designed to equip with middle / senior Management  competencies in insurance risk and management.  The Postgraduate Diploma comprises 10 modules, of which two modules are eligible for CEF reimbursement. Students could also complete 5 modules to be awarded the Postgraduate Certificate.  

The programme adopts the Specification of Competency Standards (SCSs) for the insurance industry under HKQF in its curriculum design.  It uses a work-based 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 12 months to 24 months
Fee HK$3600
This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Level 1 and 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 Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics) and Master of Science in Finance and Data Analytics which is in collaboration with the University of Essex.
PT
Start 03 SEP 2021 (FRI)
Duration 1 year to 2 years
Fee Business modules HK$3,400- HK$5,550
FFP module: HK$15,000
CFP level 1 & 2 modules: HK$5,000
*(course fees are subject to change without prior notice)
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 2021年9月29日 (星期三)
修業期 5個月
課程費用 HK$5,600
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
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
PT
開課日期 2021年8月5日 (星期四)
修業期 2個星期
課程費用 HK$1500
This is a 10-hour short course to focus on CFA level 1  exam questions. 10小時的短期課程,專注於CFA 1級考試問題解答.
PT
Start 14 AUG 2021 (SAT)
Duration 10 hours
Fee Regular Fee: HK$2,500
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
 
PT
開課日期 2021年8月18日 (星期三)
修業期 2個星期
課程費用 HK$1500