特許金融分析師二級研習課程 (CEF) - 香港大學專業進修學院: Financial Services and Insurance, Investment Management課程
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Accounting & FinanceFinancial Services and Insurance

Chartered Financial Analyst Level 2 Education Programme
特許金融分析師二級研習課程

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FINA9018
Application Code
1770-1216NW
Study mode
Part-time
Start Date
08 Feb 2020 (Sat)
Duration
4 months
Language
English
Course Fee
HK$11,400 (including comprehensive set of notes, study materials)
Apply Now
Deadline on 31 Jan 2020 (Fri)
Enquiries
2867 8468
2858 4750
CFA Level 2 Education Programme with commencement date on 8 Feb 2020! Prepare it well and aim at June 2020 CFA Level 2 examination!

HKU SPACE is pleased to offer the CFA® Level 2 Education Programme to help candidates preparing for the forthcoming examinations in June. 

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

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CFA Level 2 Passing Rate (Source: CFA Institute)
2015: 46% 
2016: 46%
2017: 47%
2018: 45%
2019: 44%

60 face-to-face lecture hours covering all topics in CFA Level 2 examination syllabus. 

課程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二級考試內涵蓋的主要課題。

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/.

  1. Quantitative Methods 
  2. Financial Reporting and Analysis
  3. Economics 
  4. Corporate Finance
  5. Fixed Income 
  6. Equity Analysis
  7. Alternative Investments
  8. Derivative Investment
  9. Portfolio Management
  10. Ethical and Professional Standards 

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
Application Code 1770-1216NW Apply Online Now
Start Date 08 Feb 2020 (Sat)
Apply Online Now

Days / Time
  • Saturday, 1:00pm - 6:00pm
Venue

2020 February Class Schedule (M00866):

Lecture Date Time Venue
1 8-Feb-2019 (Sat) 1300-1800 IEC
2 15-Feb-2019 (Sat) 1300-1800 IEC
3 22-Feb-2019 (Sat) 1300-1800 IEC
4 29-Feb-2019 (Sat) 1300-1800 IEC
5 7-Mar-2019 (Sat) 1300-1800 IEC
6 14-Mar-2019 (Sat) 1300-1800 IEC
7 21-Mar-2019 (Sat) 1300-1800 IEC
8 28-Mar-2019 (Sat) 1300-1800 IEC
9 18-Apr-2019 (Sat) 1300-1800 IEC
10 25-Apr-2019 (Sat) 1300-1800 IEC
11 9-May-2019 (Sat) 1300-1800 IEC
12 16-May-2019 (Sat) 1300-1800 IEC
       


About the Tutor

Dr. Lai Man-Kit

He is a CFA holder. He is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST.  Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000.

 

2019 March Class Schedule (M62186):

Lecture Date Time Venue
1 30-Mar-2019 (Sat) 1300-1900 To be confirmed
2 31-Mar-2019 (Sun) 1300-1900 To be confirmed
3 6-Apr-2019 (Sat) 1300-1900 To be confirmed
4 7-Apr-2019 (Sun) 1300-1900 To be confirmed
5 13-Apr-2019 (Sat) 1300-1900 To be confirmed
6 14-Apr-2019 (Sun) 1300-1900 To be confirmed
7 27-Apr-2019 (Sat) 1300-1900 To be confirmed
8 28-Apr-2019(Sun) 1300-1900 To be confirmed
9 4-May-2019 (Sat) 1300-1900 To be confirmed
10 5-May-2019(Sun) 1300-1900 To be confirmed
11 (Make-up) 18-May-2019 (Sat) 1300-1900 To be confirmed


About the Tutor

Mr.  Jason Fong


Mr. Fong is a seasoned investment professional who has experience in ventures, MNCs, and private equity firm and managed projects of initial public offering, merger and acquisition, financial advisory, restructuring, direct investment, debt fund raising , and equity fund raising . He earned a M.S. in engineering enterprise management from the Hong Kong University of Science and Technology, a M.S.Sc in corporate communication from Chinese University of Hong Kong, and a B.S. degree summa cum laude in business administration from San Francisco State University. He is a chartered financial analyst, financial risk manager and project management professional.

Course Fee
  • HK$11,400 (including comprehensive set of notes, study materials)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Chartered Financial Analyst Level 2 Education Programme
特許金融分析師二級研習課程
COURSE CODE 23Z01931-2 FEES $11,400 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

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.