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Accounting & Finance FinTech and Financial Intelligence

Certificate for Module (Sustainable Finance and Green FinTech)
證書(單元 : 可持續金融與綠色金融科技)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN098A
Application Code
2190-FN098A

Credit
6
Study mode
Part-time
Start Date
15 Jun 2024 (Sat)
Next intake(s)
Oct 2024
Duration
30 hours
Language
English
Course Fee
Course Fee: $9600 per programme (* course fees are subject to change without prior notice)
Deadline on 31 May 2024 (Fri)
Enquiries
2867 8331
2861 0278
Apply Now

Today and Upcoming Events

27
May 2024
(Mon)

Online Executive Certificate / Diploma Information Seminar - Big Data & FinTech Series (27 May 24)

The recent advances in Big Data and AI have major impact on the investment and trading community.  Now different types of alternative data from news, social sentiment to satellite images can be used to construct and manage investment portfolios. Moreover, Machine Learning is applied to stock price predictions while Reinforcement Learning (Alpha-Go) technique is employed into trading strategies discovery. This programme is suitable for degree holders and Executives who wish to enhance their knowledge and current market practices in the Big Data and FinTech series. Seminar topics: Course details, entry requirements, assessment requirements. This information seminar provides details about: -Executive Diploma in Financial Analytics  行政人員文憑《金融數據分析》 -Executive Certificate in Banking and Financial Technology  行政人員證書《銀行及金融科技》 -Executive Certificate in Big Data and Business Analytics  行政人員證書《大數據與業務分析》 -Executive Certificate in Big Data and Predictive Analytics  行政人員證書《大數據與預測分析》 -Executive Certificate in Big Data, A.I. and Investing  行政人員證書《大數據,人工智能與投資》 -Executive Certificate in Applications of Blockchain in Financial Technology  行政人員證書《區塊鏈在金融科技的應用》 -Executive Certificate in Applied AI and Predictive Analytics for Business  行政人員證書《應用人工智能與商業預測分析》 -Executive Certificate in AI and Deep Learning in Quantitative Finance  行政人員證書《量化投資:人工智能與深度學習》 -Executive Certificate in Applied Business Analytics and Decision Optimization  行政人員證書《應用商業分析與決策優化》 -Executive Certificate in Interpretation and Visualization of Business Big Data  行政人員證書《商業大數據視覺化及資訊演繹》 -Executive Certificate in Financial Decision Making: Big Data and Machine Learning  行政人員證書《財務決策:大數據及機器學習》 -Executive Certificate in Text Analytics and NLP with Financial Technology 行政人員證書《金融科技:文字分析與自然語言處理》 -Certificate for Module (Big Data Governance and Data Compliance)  證書(單元 : 大數據治理及數據合規) -Certificate for Module (Business Analytics and Web Scraping)  證書(單元 : 商業分析及網站擷取) -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) -Certificate for Module (Distributed Ledger and Blockchain with Business Applications)  證書(單元 : 分散式帳本與區塊鏈的商業應用) -Certificate for Module (Business Intelligence and Data Automation)  證書(單元 : 商業智能與數據自動化) -Certificate for Module (Business Process Automation with VBA and Python)  證書(單元:商業流程自動化 – VBA及Python) -Certificate for Module (Business Forecasting and Predictive Analytics for Financial Decision Making)  證書(單元:財務決策的商業分析與預測) -Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) 證書(單元 : 股票投資的數據與技術分析) -Certificate for Module (Sustainable Finance and Green FinTech) 證書(單元 : 可持續金融與綠色金融科技) -Certificate for Module (Generative AI, DeFi and Risk Governance) 證書(單元 : 生成式人工智能、去中心化金融與風險管治) -Certificate for Module (Web 3.0 and FinTech) 證書(單元 : 第三代互聯網與金融科技) -Certificate for Module (GenAI and Automation for Finance and Business) 證書(單元 : 生成式人工智能及金融與業務自動化) -Certificate for Module (Financial Data Analytics with Python and Power BI) 證書(單元 : 金融數據分析–Python 及Power BI) -Certificate for Module (AI and ML with Business and Financial Applications) 證書(單元 : 人工智能與機器學習 - 商業與財務應用) -Certificate for Module (Financial Informatics and Data Analytics) 證書(單元 : 金融信息學與數據分析) -Certificate for Module  (Web Application Programming for Finance and Business) 證書(單元:金融與商業網頁應用編程) Unable to join us at the Information Seminar? Email to finedec@hkuspace.hku.hk for One-on-One after-office-hour consultation, by appointment only.

Accept new applications for Jun 2024 intake! There are practical classes in the computer laboratory. Sustainable finance and green FinTech are hot topics globally. The programme will discuss ESG credit scoring, ESG reporting and financial analysis. Our professional lecturer will illustrate the applications of computational tools to assist financial decision-making. Welcome to your online application!

Highlights

The programme aims to provide students with contemporary knowledge about sustainable finance and green FinTech. It facilitates students to build up an integrated approach for ESG (environmental, social and governance) and financial analysis. It covers green finance, de-carbonization initiatives, ESG reporting and portfolio management. It also discusses the contemporary development of green FinTech and applications of computational tools to assist financial decision-making.

A

Programme Details

Intended Learning Outcomes (ILOs) of the Programme

On completion of the programme, students should be able to

  1. explain the principles of sustainable finance and the technological elements in green FinTech;
  2. analyse ESG factors and perform financial analysis;
  3. discuss green finance, green FinTech, ESG reporting and financial implications; and

  4. apply computational tools for financial analysis and portfolio management

“This programme is one of the Eligible Programmes under the Pilot Green and Sustainable Finance Capacity Building Support Scheme.”

scheme

Programme Provider Identification Code: PP-CLQ189
Programme Identification Code: GTP-702235
Effective date under the Scheme: 2023/11/27
Programme Name: Certificate for Module (Sustainable Finance and Green FinTech)

“Programme fee: up to HKD 8,800* (reimbursable fees under the Pilot Green and Sustainable Finance Capacity Building Support Scheme) *

Reimbursement amount is dependent on the actual amount incurred by the programme participant and the applicable percentage of reimbursement based on that participant’s applicant category.”

Application should be sent directly to the Pilot GSF Capacity Building Support Scheme office within three months after programme completion. For details, please visit the Scheme website: www.greentalent.org.hk or contact the Scheme enquiry hotline: 852-2258-6000 or email to enquiry@greentalent.org.hk.

Application Code 2190-FN098A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 1:00pm - 7:00pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Campus
  • Kowloon East Campus

Modules

Syllabus

(1)  Introduction to sustainable finance and green FinTech

  • Principles of sustainable finance and green finance
  • Introduction to ESG, climate risk and de-carbonization initiatives
  • Overview of technological building blocks in sustainable finance and green FinTech
    • Web 3.0, blockchain, distributed ledger, and central bank digital currency (CDBC)
    • AI, machine learning, deep learning and reinforcement learning
    • Text analytics, Generative AI (GenAI) and Natural Language Processing (NLP)
  • New ecosystem of sustainable finance and green FinTech
  • Development of sustainable finance and green FinTech in Hong Kong and Greater Bay Area (GBA)

(2)  Sustainable finance and market of sustainable finance

  • Overview of sustainable finance and responsible investment
  • Size and scope of sustainable finance, ESG investing and key market drivers
  • Introduction to green financial products and markets in sustainable finance
  • ESG-driven markets and sustainability trends

(3)  ESG and financial analysis in sustainable finance

  • Overview of policies, regulations and standards around green and sustainable finance
  • Framework of ESG disclosure and reporting
  • Opportunities and challenges in sustainable finance and ESG investing
  • ESG factors and ESG analysis
  • Overview of financial analysis and investment process around ESG
  • Financial analysis and security valuation complemented by ESG factors
  • ESG credit scoring
  • Introduction to computational tools for financial analysis and ESG rating

(4)  Portfolio management in sustainable finance

  • Strategic asset allocation in sustainable finance
  • Applications of green FinTech to assist portfolio construction
  • Integration of ESG factors into the portfolio management process
    • ESG screening
    • ESG investing and portfolio management
  • Portfolio measurement and performance reporting
  • Financial data wrangling and web scraping
  • Data visualization in ESG portfolio management process

Assessment method: One In-Class Exercise + Group Project Presentation

Award

Upon successful completion of the programme, students who have passed the final examination with attendance no less than 70% will award within the HKU system through HKU SPACE a Certificate for Module (Sustainable Finance and Green FinTech).

Teacher:  

1.  Mr Eddie Chow
Mr. Eddie Chow is a data science practitioner and AI Researcher who received his master degree in E-Commerce from the City University of Hong Kong. He actively consults in the application of machine learning, deep learning and artificial intelligence in Real Estate, Agriculture, Retail, Fashion and Consumer Goods industries. He is also the founder and CTO of InnoVi, is a tech entrepreneur providing AI solutions to clients, which specializes in natural language processing (NLP) and computer vision. He also an co-founder of several tech startups. Besides, he also got banking and finance experience such as mortgage, credit card, bank transfer, e-payment, General Ledger, Accounting Transaction, account management, payment gateway.
In InnoVi, he helps businesses especially from the construction and retail industries formulate strategies and conduct latest technology on scaling their business. He is also a startup mentor coaching the startup founders from formation to scaling up throughout each step of the validation phase.

Class Details

Timetable

Lecture Date  Time
1 6 Apr 24 (Sat) 13:00-19:00
2 13 Apr 24 (Sat) 13:00-19:00
3 20 Apr 24 (Sat) 13:00-19:00
4 27 Apr 24 (Sat) 13:00-19:00
5 4 May 24 (Sat) 13:00-19:00

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: $9600 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree preferably in the areas of business and statistics (e.g., mathematics, statistics, computer science, IT, engineering, economics or finance) awarded by a recognized institution.

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 (Sustainable Finance and Green FinTech)
證書(單元 : 可持續金融與綠色金融科技)
COURSE CODE 33C156172 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 (Sustainable Finance and Green FinTech)

  • 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 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.

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 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.