特許金融分析師一級研習課程 (CEF) - 香港大學專業進修學院: Financial Services and Insurance, Investment Management課程
Main content start

Accounting & FinanceFinancial Services and Insurance

Chartered Financial Analyst Level 1 Education Programme
特許金融分析師一級研習課程

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FINA9017
Application Code
1765-1707NW
Study mode
Part-time
Start Date
03 Feb 2020 (Mon)
Duration
3-4 months
Language
Cantonese
Course Fee
HK$10,300 (including comprehensive set of notes, study materials)
Apply Now
Deadline on 27 Jan 2020 (Mon)
Enquiries
2867 8468
2861 0278
Commencement date on 3 February 2020 (Mon)!
Aim at June Examination!
Meet on weekends, spend 3-4 months wisely before the June Examination!

HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examinations in June, 2020.

A record number of people just got good news about their CFA exam results by Business Insider

CFA exam - Half will fail… by Business Insider

z

CFA Level 1 Passing Rate (Source: CFA Institute)
2015A: 42%
2015B: 43%
2016A: 43%
2016B: 43%
2017A: 43%
2017B: 43%
2018A: 43%
2018B: 45%
2019A: 41%

Instructor (2020 February Cantonese Class): Mr. Mike Hui, MSc., CFA®. Mr. Hui is a veteran in the investment and banking industry.  He has over 15 years of working experience in a merchant bank and a listed brokerage firm and over 13 years of teaching experience in various tertiary institutions, including HKU SPACE and professional bodies covering finance and banking courses. He has been delivering CFA revision courses for the past 7 years and the CFPCM Investments module for the past 13 years with very positive feedback. Currently he is a Sales Director in a listed investment consultant firm.  Mike is a CFA charterholder. He has a Master of Science degree in Finance from the Chinese University of HK.

Instructor (2019 October English Class): Dr. Joseph Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Prior to returning to Hong Kong, Dr. Chan had served as a research analyst and adjunct professor in the US.

Please apply online or download and complete the school application form and CEF application form, if applicable. 

課程時間表及報名表可於本網頁下載。如欲報讀此課程,請填妥報名表及持續進修基金申請表(如適用)。

本課程將深入探討特許金融分析師一級考試內涵蓋的主要課題。
 

Information about CFA eligibility requirements, examination application, membership and the CFA charter is available from:

  • CFA Institute(US) website, http://www.cfainstitute.org/
  • CFA Institute (Asia Pacific) telephone: 2868 2700

Please note that CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organisations sponsoring or providing CFA examination preparation materials or programmes, nor does CFA Institute verify pass rates or exam results claimed by such organizations. CFA is a licensed service mark of CFA Institute. For general information on the CFA programme, please look up The CFA Institute website: http://www.cfainstitute.org/.

Application Code 1765-1707NW Apply Online Now
Start Date 03 Feb 2020 (Mon)
Apply Online Now

Days / Time
  • Mon, Thu, 6:45pm - 10:00pm
Duration
  • 60 hours

2020 Feb intake [M17995]

FINA9017 CFA Level 1 Education Programme (1765-1707NW )

The February 2020 Class Schedule on weekdays from 18:45-22:00 on Mon & Thu (Langague: Cantonese)

 

1765-1707NW: 
FINA 9017 Chartered Financial Analyst Level 1 Education Programme
Lecture Date Time Venue
1 3/Feb/2020 (Mon) 18:45-22:00 To be confirmed
2 6/Feb/2020 (Thu) 18:45-22:00 To be confirmed
3

10/Feb/2020 (Mon)

18:45-22:00 To be confirmed
4 13/Feb/2020 (Thu) 18:45-22:00 To be confirmed
5 17/Feb/2020 (Mon) 18:45-22:00 To be confirmed
6 20/Feb/2020 (Thu) 18:45-22:00 To be confirmed
7 24/Feb/2020 (Mon) 18:45-22:00 To be confirmed
8 27/Feb/2020 (Thu) 18:45-22:00 To be confirmed
9 2/Mar/2020 (Mon) 18:45-22:00 To be confirmed
10 5/Mar/2020 (Thu) 18:45-22:00 To be confirmed
11 9/Mar/2020 (Mon) 18:45-22:00 To be confirmed
12 12/Mar/2020 (Thu) 18:45-22:00 To be confirmed
13 16/Mar/2020 (Mon) 18:45-22:00 To be confirmed
14 19/Mar/2020 (Thu) 18:45-22:00 To be confirmed
15 26/Mar/2020 (Thu) 18:45-22:00 To be confirmed
16 2/Apr/2020 (Thu) 18:45-22:00 To be confirmed
17 8/Apr/2020 (Wed) 18:45-22:00 To be confirmed
18 23/Apr/2020 (Thu) 18:45-22:00 To be confirmed
19 8/May/2020 (Fri) 18:45-22:00 To be confirmed
20 (make up) 14/May/2020 (Thu) 18:45-22:00 To be confirmed

 

2019 October intake [M00864]

FINA9017 CFA Level 1 Education Programme (1750-2510NW )

The October 2019 Class Schedule on weekends from 13:00-18:00 on Sat & Sun (Langague: English)

 

1750-2510NW: 
FINA 9017 Chartered Financial Analyst Level 1 Education Programme
Lecture Date Time Venue
1 26/Oct/2019 (Sat) 13:00-19:00 KEC
2 27/Oct/2019 (Sun) 13:00-19:00 KEC
3 2/Nov/2019 (Sat) 13:00-19:00 KEC
4 3/Nov/2019 (Sun) 13:00-19:00 KEC
5 9/Nov/2019 (Sat) 13:00-19:00 KEC
6 10/Nov/2019 (Sun) 13:00-19:00 KEC
7 16/Nov/2019 (Sat) 13:00-19:00 KEC
8 17/Nov/2019 (Sun) 13:00-19:00 KEC
9 23/Nov/2019 (Sat) 13:00-19:00 KEC
10 24/Nov/2019 (Sun) 13:00-19:00 KEC
       

There are no specific entry requirements. However, students should check the requirements of the CFA Institute to ensure that they qualify to sit for the CFA examinations.

Course Fee
  • HK$10,300 (including comprehensive set of notes, study materials)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Chartered Financial Analyst Level 1 Education Programme
特許金融分析師一級研習課程
COURSE CODE 23Z01930-4 FEES $10,300 ENQUIRY 2867-8468
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework*
*This course is CEF reimbursable before the establishment of the Qualifications Framework

Online Application Apply Now

Application Form Application Form

Enrolment Method

HKU SPACE provides 24-hour online application and payment service for students to make enrolment for most open admission courses (courses enrolled on first come, first served basis) and selected award-bearing programmes via the Internet.  Applicants may settle the payment by using either PPS, VISA or Mastercard online.

  1. Complete the online application form

    Applicant may click the icon Apply Now on the top right hand corner of the programme/course webpage to make online application, and then follow the instructions to fill in the online application form.

    Some programmes/courses may be admitted by selection, and may require applicants to provide electronic copy of any required documents (e.g. proof of qualification) as indicated on the programme/course webpage.  Only file format in doc, docx, jpg and pdf are supported. 

  2. Make Online Payment

    Pay the programme/course fees by either using:

    PPS via Internet - You will need a PPS account and a PPS Internet password. For information on how to open a PPS account and how to set up a PPS Internet password, please visit http://www.ppshk.com.

    Credit Card Online Payment - Course fees can be paid by VISA or Mastercard including the “HKU SPACE Mastercard”.

To know more about online enrolment and payment, please refer to the user guide of Online Enrolment and Payment:

 

In Person / Mail

For first time enrolment

Applicants must provide all the required information on the application form and any additional information as required after the intial application assessment. Otherwise the School may not be able to process the admission/enrolment further.

  1. For first come, first served short courses, complete the Application for Enrolment Form SF26 and bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.  
  2. Award-bearing and professional courses may require other information. Forms are usually available at the enrolment centres or on request from programme staff. Bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.

For continuing enrolment in the same course

In person or by post
  1. The standard ‘Enrolment/Payment Slip’ is designed for students of award-bearing programmes or remaining programmes in a suite of programmes requiring continuing enrolment and it applies to most programmes.
  2. Students should complete the “Enrolment/Payment Slip” which will be made available by relevant programme staff and return the slip to any HKU SPACE enrolment centre or post it to the relevant programme staff with appropriate fee payment.

If you are in doubt about the procedures, please check the individual course details, or contact our programme staff or enrolment centres. 

Please note the followings for programme/course enrollment:

  1. To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Internet Explorer 5.01 or above is recommended for the web browser.
  2. Applicants should not leave the online application idle for more than 10 minutes.  Otherwise, applicants must restart the application process.
  3. Only S-MILES and Early Bird Discount are supported in Online Applicants (Application).  To enjoy other types of discount, please visit one of our enrolment centres.
  4. During the online application process, asynchronous application and payment submission may occur.  Successful payment may not guarantee successful application.  In case of unsuccessful submission, our programme staff will contact you shortly.
  5. Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
  6. For online enrolment, payment confirmation page would be displayed after payment has been made successfully.  In addition, a confirmation email would also be sent to your email account.  You are advised to keep your payment confirmation for future enquiries.
  7. Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
  8. If admission is by selection, the official receipt is not a guarantee that your application has been accepted.  We will inform you of the result as soon as possible after the closing date for application.  Unsuccessful applicants will be given a refund of programme/course fee if already paid.

Disclaimer

The School provides a platform for online services for a selected range of products it offers. While every effort is made to ensure timeliness and accuracy of information contained in this website, such information and materials are provided "as is" without express or implied warranty of any kind. In particular, no warranty or assurance regarding non-infringement, security, accuracy, fitness for a purpose or freedom from computer viruses is given in connection with such information and materials.

The School (and its respective employees and subsidiaries) is not liable for any loss or damage in connection with any online payments made by you by reason of (i) any failure, delay, interruption, suspension or restriction of the transmission of any information or message from any payment gateways of the relevant banks and/or third party merchants for processing credit/debit/smart card or other payment facilitation mechanism; (ii) any negligence, mistake, error in or omission from any information or message transmitted from the said payment gateways; (iii) any breakdown, malfunction or failure of those gateways in effecting online payment service or (iv) anything arisen out of or in connection with the said payment gateways, including but not limited to unauthorised access to or alternation of the transmission of data or any unlawful act not permitted by the law.

Payment Method
1. Cash or EPS

Cash or EPS are accepted 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 write the programme title(s)  and the applicant’s name on the back of the cheque. You may either:

  • in person by submitting the payment, completed form(s), and required supporting documents to any of our enrolment centres; or
  • by mailing the above documents to any of our enrolment centres, specifying “Course Application” on the envelope. 
3. VISA/MasterCard

Course applicants, who are holders of HKU SPACE Mastercard, can enjoy a 10-month interest-free instalment period for courses of HK$2,000 and over. For enquiries, please contact our enrolment centres.

4. Online payment

Online payment for short courses (first come, first served) and selected award-bearing programmes is available using PPS, VISA or Mastercard. Please refer to the Online Services page on the School website.

Notes

  1. For general and short courses, applicants may be required to pay the course fee in cash or by EPS, Visa or Mastercard if the course is to start shortly.
  2. 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, cheque or online PPS will be reimbursed by a cheque; fees paid by credit card will be reimbursed to credit card account used for payment.
  3. 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 teams for details.
  4. Fees and places on courses are not transferrable. 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.
  5. HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  6. For additional copies of receipts, 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. Such copies will normally be issued at the end of a course.