Accounting & Finance Finance and Compliance

The ongoing turmoil in global financial markets continues to strengthen the need for finance professionals. This programme offers in-depth training in analytical aspects used by financial analysts in different settings including finance department within corporations and financial services institutions. These courses teach the strategies and principles of investment, financial risk management, derivative instruments and alternative investments. Graduates can be admitted directly into the part-time University of London International Degree Programmes and may also be eligible for some course exemptions on the various University of London International Degree Programmes. 

This programme provides strong fundamental knowledge and studies in the theories and principles of finance. Students will have the opportunity to integrate their learning into analytical problem solving skills in financial analysis, risk management and personal financial planning, with added coverage on global financial markets and institutions.

Holders of this programme may also be eligible for some course exemptions on the various University of London International Degree Programmes. The qualification of this programme is of high academic standard and is recognized for advanced standing on several degree programmes.

 

CFA Institute Talk - Sustainability Investing

Speaker:

Mr Scott Lee, Senior Director, Strategic Partnerships, CFA Institute

Ms Alicia Chan, Manager, Partnerships and Client Solutions, CFA Institute

 

Lecturers

Mr Richard Ng, Part-time Lecturer, HKU SPACE

Mr Ng has three master degrees including an MBA degree in Finance. He has more than 18 years of teaching experience in management, accounting, personal financial planning and investment in different higher education institutions including HKU SPACE. Before he became a university lecturer, he had very board working experience ranging from financial software development, new product development, insurance and wealth management. He also provided corporate training in personal financial planning to different banks and insurance companies before.

 

Mr Nelson Hui, Adjunct Lecturer, HKU SPACE

Mr Hui is professional training consultant in areas of finance and investment. He has more than 14 years of teaching experience in global economic analysis, personal finance and investment at HKU SPACE. He is a seasoned financial consultant in areas of investment and wealth management in Core Pacific-Yamaichi International. He also provides consultancy and training in logical thinking and business strategy for Pasona education, one of the largest Japanese training institutes in HK. Mr Hui obtained his master degree at the University of Toronto, Canada.

 

Mr Andy Fung, Part-time Lecturer, HKU SPACE

Mr Fung obtained his BSBA degree at The Ohio State University and MBA degree at the University of Illinois, Urbana. Mr. Fung is an experienced educator. For almost 20 years, he has been teaching extensively in various programs and in tertiary institutions such as School of Continuing and Professional Studies, The Chinese University of Hong Kong and The Hong Kong Community College. Prior to joining the teaching profession, Mr. Fung had been working in the business sector for more than 10 years. His job exposure relates to banking, manufacturing and high technology industry. His last position was Finance Manager of Motorola (HK).

 

Programme Structure

Students will study the programme over 4 terms in 18 months – 3 years, covering the following 10 courses:

Principles of Accounting Mathematics for Finance Economics

Corporate Finance Quantitative Methods Investment

Financial Risk Management Foundation of Personal Financial Planning Global Financial Markets and Institutions Fundamentals of FinTech

 

Programme Assessment

For each module, students will be assessed by continuous course work (assignments, tests or projects) and one term-end closed-book examination.

 

Attendance Requirement

Student are required to achieve at least 70% in attendance for each module to complete the whole programme.

Application Code	2345-FN013A	Apply Online Now
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Venue

• HKU SPACE Po Leung Kuk Stanley Ho Community College (HPSHCC) Campus

Sep 2025 Intake - Tentative timetable

Investment

 

Foundation of Personal Financial Planning

 

Venue: HKU SPACE Po Leung Kuk Stanley Ho Community College (HPSHCC) Campus (at Causeway Bay) or other locations in Hong Kong Island.

 

2026 Schedule

The above tentative timetable may be subject to change without prior notice.

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Application Fee

HK$150 (Non-refundable)

Course Fee

• Course Fee : HK$4900 per module

Applicant shall:

1. (i) have gained in HKCEE Grade E in 4 subjects (including Mathematics) and Level 2* in English Language and (ii) one A-level pass or two AS-level passes in any subject or other equivalent post-secondary qualifications; or
2. have gained in the HKDSE Examination Level 2 in five subjects including English Language; or
3. hold an Advanced Certificate in Financial Studies or a Certificate in Investment award within the HKU system through HKU SPACE; or
4. be aged 21 and above.

*With effect from 2007, HKU SPACE recognizes Grade E previously awarded for English Language (syllabus B) (Grade C in English Language (syllabus A)) at HKCEE as an acceptable alternative to Level 2 in this subject at HKCEE.

• The CEF Institution Code of HKU SPACE is 100

Continuing Education Fund

More information of application procedures: https://hkuspace.hku.hk/cef/application-procedures

Online Application Apply Now

Application Form Application Form ADFI

Enrolment Method

1. Please complete APPLICATION FORM and submit them in person at any of the following SPACE enrolment centre. Please refer to the SPACE enrolment centre for opening hours and address.
2. All applications must be accompanied by:

   a) Photostat copies of full educational certificates and transcripts.

   b) Testimonials or other documentary proof of the applicant's working experience.

   c) A separate non-refundable crossed cheque payable to “HKU SPACE” for HK$150 in respect of the application processing fee. Application fee and course fee can be paid by credit cards at HKU SPACE Enrolment Centres.

Note: When submitting your application in person at any of the HKU SPACE enrolment centres, please bring along the originals of your educational certificates / transcripts and documentary proof of working experience for certification at the enrolment centres. Late applications may only be considered at the discretion of the Course Director.

Payment Method