Financial Services and Insurance Programmes and Short Courses - HKU SPACE. Explore our list or programmes for part-time and full-time.
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Accounting & Finance Financial Services and Insurance

Financial Services and Insurance

Financial Services and Insurance are popular industries in HK. According to official statistics, the contribution of the financial services sector to HK GDP increased to 18% in 2016, To enter the financial services field, you need up-to-date and professional knowledge of financial planning and wealth management. Through our high quality programmes, you can develop a competitive edge in the financial services sector.

Continuing Education Fund
Programmes Type

Level

Start Date

Class Schedule

Financial Assistance

Venue

Hong Kong Island

Kowloon

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The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 
PT
Start To be advised
Duration 3 months
Fee $9,000
PT
開課日期 待定
The programme aims to equip students with professional knowledge and skills to manage insurance contracts and assess possible risks and threats under an increasingly stringent regulatory environment in the insurance industry.
PT
Start 16 SEP 2022 (FRI)
Duration 33 hours
Fee HK$8000
本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放,香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁,一口流利的普通話,成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語,通過會話訓練加強學員的競爭能力。
 
PT
開課日期 2022年9月21日 (星期三)
修業期 5個月
課程費用 HK$5,700
This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence, Postgraduate Diploma in Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$3,800- HK$5,800
FFP module: HK$15,800
CFP® level 1 & 2 modules: HK$5,350 each module
*(course fees are subject to change without prior notice)
Suitable for those who need to equip themselves with taxation knowledge for his financial and estate planning as well as professionals who need to offer UK tax planning during the course of business.

Please pay attention to the deadline
請留意截止報名日期

請注意:課程學額有限,額滿即止,請盡早報名,不設留位服務
Please note: it is advisable to enrol well in advance as places are limited. There is no reservation service.
 
PT
Start 08 SEP 2022 (THU)
Duration 6 weeks
Fee HK$3600
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
PT
開課日期 2022年9月14日 (星期三)
修業期 2個星期
課程費用 HK$1800
本課程會將介紹打擊清洗黑錢及反恐佈份子融資活動的相關法例及保險業規例的基本原則;重點是香港的洗錢及恐怖分子融資風險評估報告,並設有實際經驗分享、案例研究,及如何應用相關的案例和法律法規。
PT
開課日期 2022年10月3日 (星期一)
修業期 3小時
課程費用 HK$450
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
 
PT
開課日期 2022年10月11日 (星期二)
修業期 2個星期
課程費用 HK$1800
This workshop focuses on helping individual design a solid financial plan to fund his/her retirement. You will be working on your own retirement planning, remember to bring your own calculator to the workshop. 本工作坊集中於教授如何為個人設計一份針對退休生活的財務策劃。你將會為自己度身訂製一個專屬於你自己的退休計劃,請務必攜帶計數機。
PT
開課日期 2022年10月15日 (星期六)
修業期 1日
課程費用 HK$2200