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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Robotic Process Automation with Business and Financial Applications)
證書(單元:機械人流程自動化於商業與財務應用)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN061A
Application Code
2255-FN061A

Credit
6
Study mode
Part-time
Start Date
23 Nov 2024 (Sat)
Next intake(s)
Feb 2025
Duration
1 month to 2 months
Language
English
Course Fee
HK$9600 per programme
Deadline on 08 Nov 2024 (Fri)
Enquiries
2867 8331 / 2867 8424
2861 0278
Apply Now

Today and Upcoming Events

02
Dec 2024
(Mon)

Web3 and Blockchain - Session IX (2 Dec 2024)

Join us for an exhilarating online talk show titled "Web3 and Blockchain IX". This session is designed to take you on a journey through the transformative landscape of blockchain technology, which is at the heart of a decentralized digital ecosystem—a significant leap from the interactive platforms of Web2. Bitcoin ETF Approval by the SEC: The crypto community is abuzz with the news that the U.S. Securities and Exchange Commission (SEC) has given the green light to a Bitcoin ETF. This approval is expected to drive significant institutional investment into the cryptocurrency market, potentially boosting Bitcoin's price and bringing it further into the financial mainstream. Hong Kong's Push for Virtual Asset Regulations: In a recent move, Hong Kong has unveiled a comprehensive regulatory framework for virtual assets, aiming to bolster investor protection and foster innovation. The new guidelines provide clear rules for cryptocurrency exchanges and digital asset service providers, signaling Hong Kong's commitment to becoming a leading hub for blockchain and fintech development. China's Digital Yuan Gains Traction: China's central bank digital currency, the digital yuan, is gaining significant traction as more businesses and consumers adopt it for everyday transactions. This development is seen as a major step towards mainstream acceptance of digital currencies and is influencing global financial systems to consider their own digital currency initiatives. Hong Kong Steps Boldly into the Cryptocurrency Spotlight: In an exciting development, Hong Kong has given initial approval to its first bitcoin and ether spot ETFs. This pioneering move paves the way for a broader acceptance of cryptocurrencies within the region’s mainstream financial systems, underscoring a significant shift towards more regulated and accessible digital asset investments. Bitcoin Halving Event: The crypto community is abuzz as the Bitcoin halving is done; this is a critical event that historically triggers a surge in Bitcoin's price by reducing the reward for mining new blocks by half. This anticipated change is stirring discussions about potential impacts on market dynamics and investment strategies. Innovative Regulatory Sandbox by HKMA: In a stride towards fostering innovation while ensuring security, the Hong Kong Monetary Authority (HKMA) is set to introduce a "sandbox" for entities interested in issuing stablecoins. This initiative will allow participants to test their business models and risk management systems under manageable conditions, enhancing investor protection and promoting responsible business practices in the digital currency sphere. Join Our Captivating Session to delve deeper into the essence of Web3 and blockchain technologies with us. Discover how these advancements are reshaping the internet and what they mean for the future of finance, privacy, and online interaction. This is more than just a talk – it's an opportunity to be part of the next digital revolution. Register now and be part of this transformative journey into Web 3.0. Language: Cantonese (Supplemented with English)  

Accept new applications for Nov 2024 intake! There will be practical classes in the computer laboratory. Our professional lecturer will discuss the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases from the perspectives of business and finance will be shared.

Highlights

The programme aims to provide students with essential knowledge of robotic process automation (RPA) in streamlining workflow and improving business operations. It covers the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases of RPA for business and finance will be discussed.  
 

Programme Details

On completion of the programme, students should be able to
1. explain features and development of robotic process automation (RPA) for enterprises;
2. outline key processes and implementation of RPA; 
3. apply computational tools to implement RPA and develop task automation; and
4. discuss cases, applications and implications of RPA for business and finance.

CM(RPABFA)

Application Code 2255-FN061A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 10:00am - 5:00pm
Duration
  • 30 hours per programme
Venue
  • Kowloon East Campus
  • Kowloon West Campus
  • Hong Kong Island Campus

Modules

Course Content:

(1) Introduction to Robotic Process Automation (RPA)

  • Emergence of RPA
  • Evolution of RPA
  • Robotic Process Automation (RPA) vs Automation vs Artificial Intelligence (AI)
  • Introduction to RPA tools
  • Challenges and opportunities of RPA for enterprises
  • RPA best practices

 

(2) Implementations and applications of RPA for business and finance

  • Key Processes of Robotic Process Automation
    • Overview of RPA lifecycle
    • Workflow design of RPA
    • Cost and manpower saving of RPA
    • Common development tools for RPA
    • Scheduling for RPA
    • Error handling of RPA
    • Centralized management of RPA
    • Implementation of RPA with AI and Optical Character Recognition (OCR)  
    • Operational improvements for business
  • Practical applications and implementations, business cases and managerial issues of RPA
    • Automation of email notification
    • Automation of order input from email 
    • Automation of retrieving cost information for financial decision making
    • Automation of retrieving competitors' pricing from websites
    • Automation of invoice input from hardcopy using OCR 
    • Business cases of RPA from managerial perspectives
    • RPA for Business: Key Performance Indicator (KPI) Management and Dashboard for RPA productivity
    • RPA for Accounting, Finance and Banking sectors: loan processing and validation, trade finance, funds transfers, Know Your Customer (KYC), fund transfer, financial reconciliation
    • Data privacy, risks and compliance issues of RPA
    • Organizational impacts, business implications and managerial issues of RPA

 

Assessment method: Two in-class exercise + Group Project Presentation

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded with the Certificate for Module (Robotic Process Automation with Business and Financial Applications) within the HKU system through HKU SPACE.

 

Teacher

(1) Mr. Osmond Li
Mr. Li has over 25 years of hands-on experience managing complex multi-national IT projects. As the Head of Enterprise Development & Database Administration of Group IT at Dah Chong Hong Holdings Ltd., Osmond oversees the architecture and implementation of various business applications including automotive management systems, supply chain management systems, warehouse management systems, data warehouse, BI analytics & mobile applications. In addition, he is responsible for managing the IT development teams in Hong Kong & China, as well as database administration team. Prior to joining Dah Chong Hong, Osmond served as a consultant at Oracle Consulting and was responsible for implementing the clients’ IT projects.
Recently, Mr. Li served as the chief architect for Robotic Process Automation (RPA) to automate the manual business processes with modern state-of-art design. Furthermore, as the Head of Enterprise Development, Osmond strives to deliver excellence in quality and has attained the certification for Automation Anywhere Certified RPA Professional in 2020. His passion & teamwork skills have successfully transformed the teams to a digital RPA team.
Mr. Li holds a BSc in Engineering from University of Hong Kong & a MBA from Heriot-Watt University. Osmond also holds Microsoft Certified Azure Data Scientist & AI Engineer. In his spare time, Osmond is dedicated to many charitable activities and has been a church mentor at a youth fellowship for more than 18 years.

(2) Dr. Roy Wong
Dr. Wong has more than twenty-five years hands-on experience in design and development of Enterprise Architecture and Software.  He is the Principal Consultant for E-Mars Intelligent Technology LTD now. He is full of enthusiasm in providing professional consulting services and AI related learning course for clients in China, Hong Kong and South Asia.
Dr. Wong received his Doctor of Engineering in The Hong Kong Polytechnic University in 2020. He is a specialist in computer vision system. Dr. Wong has one granted patent and one pending patent in this specific area. Both patents involve the innovation of machine learning. Before obtaining the Doctoral degree, Dr. Wong has five master's degree in Electronic and Information Engineering, Software Technology, Software Engineering, Signal Processing, Business Administration and Psychology. 

Class Details

Timetable

Nov 2024 intake

Lecture Date Time
1 23 Nov 24 (Sat) 10:00-13:00 & 14:00-17:00
2 30 Nov 24 (Sat) 10:00-13:00 & 14:00-17:00
3 7 Dec 24 (Sat) 10:00-13:00 & 14:00-17:00
4

14 Dec 24 (Sat)

10:00-13:00 & 14:00-17:00


Remarks: Tentative timetable is subject to change and course commencement is subject to sufficient enrollment numbers.

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee : HK$9600 per programme

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognized institution. Those with a business, IT or computer science background would have an advantage.

Applicants with other equivalent qualifications will be considered on individual merit.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Robotic Process Automation with Business and Financial Applications)
證書 (單元:機械人流程自動化於商業與財務應用)
COURSE CODE 33C134357 FEES $9,600 ENQUIRY 2867-8331
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 (Robotic Process Automation with Business and Financial Applications)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

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 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 personal information and 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 (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, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • 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 Enrolment Centres and avoid making cheque payment under this circumstance.

  • 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, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • 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.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information 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.