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Accounting & Finance Accounting

Certificate for Module (Preparatory Course - Issues in Investment Management)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
Application Code

Study mode
Start Date
05 Oct 2023 (Thu)
Next intake(s)
Every July and October
30 hours
Course Fee
Deadline on 14 Sep 2023 (Thu)
2867 8487 / 2867 8314
2861 0278
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Upcoming Events

Special Announcement: University College London (UCL) ranks 8th in the QS World University Rankings 2022 & 2023.

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

120 credits recongnised and accredited as prior learning, students only need to study two elective modules (15 credits each) and one project module (30 credits). "Issues in Investment Management" is one of the 15-credit elective modules.

This is a CEF (Continuing Education Fund) reimbursable programme for which the maximum amount per student is up to HK$25,000.
APPLICATION OPEN - October 2023 Intake - Please enroll ASAP!!! Online enrolment is welcome

Please note the application deadline for University of London is 11 September 2023

The next intake will be July 2024


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.

Programme Details

For further information of Preparatory Course for MSc in Professional Accountancy (University of London), please visit

The programme "Issues in Investment Management" is aimed at career minded finance professionals who want to stand out from the crowd and complement their professional skills with master's level understanding and skills applicable in accountancy and finance subject areas. 

On completion of the programme, students should be able to

  1. Review the structure and logistics of securities markets and associated issues;
  2. Review, analyze and manage the risk/return trade-off within investment management;
  3. Analyze and manage issues in stocks/shares and fixed-income securities;
  4. Analyze and manage issues in portfolio management, asset allocation, and portfolio returns; and
  5. Manage issues in investment in derivatives, mutual funds, and real estate.


  • The investment arena
  • Portfolio theory and market efficiency
  • Behavioural insights and associated issues
  • Investing in and managing fixed income securities
  • Investing in and managing ordinary (common) equities
  • Practical issues in portfolio development.

Teaching and Learning Activities

Lecture: 30 hours


Coursework: One 1200-word assignment

Attendance Requirement

At least 70%


Students who are able to satisfy both the attendance requirement (minimum 70%) and pass the programme assessment will be awarded within the HKU system through HKUSPACE a "Certificate for Module (Preparatory Course - Issues in Investment Management)".


  • 30 hours per programme
    10 meetings
    3 hours per meeting
Application Code 2150-AC114A Apply Online Now
Apply Online Now

Class Details

October 2023 Intake - Issues in Investment Management (Tentative Schedule)

Venue: To be confirmed (Hong Kong Island)

Meeting Date Day Time
1 5-Oct-2023 Thursday 19:00 - 22:00
2 12-Oct-2023 Thursday 19:00 - 22:00
3 19-Oct-2023 Thursday 19:00 - 22:00
4 24-Oct-2023 Tuesday 19:00 - 22:00
5 31-Oct-2023 Tuesday 19:00 - 22:00
6 6-Nov-2023 Monday 19:00 - 22:00
7 13-Nov-2023 Monday 19:00 - 22:00
8 20-Nov-2023 Monday 19:00 - 22:00
9 27-Nov-2023 Monday 19:00 - 22:00
10 4-Dec-2023 Monday 19:00 - 22:00
  • The above schedule is subject to change without prior notice.
  • The launch of the programme is subject to sufficient enrolment and solely at the discretion of the School. 
  • ​HKU SPACE reserves all rights to make revisions or alternations to the course schedule, content, tutor or other details if necessary.

Entry Requirements

The applicant must have passed a professional qualification from the list of accepted professional bodies. Details of accepted professional bodies can be found on


Application Fee


Course Fee
  • Course Fee : HK$7500


  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Preparatory Course - Issues in Investment Management)
COURSE CODE 33C140160 FEES $7,500 ENQUIRY 2867-8409
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Preparatory Course - Issues in Investment Management)

  • This course is recognised under the Qualifications Framework (QF Level [6])


Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying  “Course Application” on the envelope.  HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.


  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.