The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level I examination. It will provide students with knowledge of quantitative methods, economic and financial analysis, and portfolio management. It also covers the ethical and professional standards requirement for an asset manager.
 

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

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/.

Teachers

(1) Dr 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 CFP® 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.

(2) Dr Joseph Chan
Dr 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.

(3) Ms Alex Krystal Yao, CFA®
Ms Yao has more than 20 years of experience in the financial industry. She is responsible for bond investment in investment banks and major fund management companies, and holds senior management positions. She graduated from University College London, and holds the British FCCA and CFA qualifications.

(4) Mr Wilson Chan, CFA®
Mr Chan is a seasoned investment banker.  He has almost a decade of experience in origination and execution of mergers and acquisitions in Greater China.  He has led and participated in local Hong Kong and China domestic transactions, as well as cross boarder transaction covering sell side, buy side, fundraising and privatisation. In addition to practical transaction experience, Mr Chan graduated from business school and is a Chartered Financial Analyst.

(5) Mr Christopher Mak, CFA®, CFP®, ACCA, CAIA, CPA (Aust.), FLMI, FRM, MHKSI
Mr. Mak has many years of experience in the financial industry, specializing in investment analysis and financial risk management. He obtained a Bachelor of Science degree from the Hong Kong University of Science and Technology, with a major in Physics and minors in Mathematics, and Social Science. Mr. Mak also attained more than 10 professional qualifications in accounting, insurance and investment-related areas. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Chartered Certified Accountant (ACCA), Certified Practising Accountant Australia (CPAA), RICS Chartered Surveyors (MRICS) and Fellow of Life Management Institute (FLMI) designations, and is a certified Financial Risk Manager (FRM) and Professional Risk Manager (PRM).

(6) Mr Ferrix Lau, CFA®, FRM, HKACG, ACG
Mr Lau has over 10 years’ teaching experience in business, accounting and finance modules at tertiary level. He teaches Financial Analysis, Financial Risk Management, Quantitative Analysis, Financial Accounting, Cost and Management Accounting as well as Corporate Governance. Moreover, he is a co-author of a Statistics book, Quantitative Analysis for Professional Studies and Projects. Furthermore, he has strong interests in the areas of Statistical Analysis, Quantitative Finance and Machine Intelligence. Mr Lau has earned a Bachelor's Degree in Social Science from The Chinese University of Hong Kong, major in Economics and minor in Computer Science. Besides, he holds a Master's Degree in Business Administration with Distinction from The University of Hong Kong, concentrating on the theme of Accounting Control and Financial Management.

(7) Mr Terence Tsui, CFA®

Terence Tsui is a distinguished CFA Charterholder with over 15 years of investment research and management experience. He holds a bachelor’s degree in automation engineering from The Chinese University of Hong Kong and a CFA Certificate in ESG Investing. Throughout his career, Terence has made notable contributions to fund management firms, banks, and family offices in Hong Kong, Switzerland, New Zealand, and Bangkok. His roles as an investment analyst, strategist, and portfolio manager have consistently showcased his remarkable expertise, including being part of a team that earned a 5-Star Morningstar award. Beyond his role as a seasoned practitioner, Terence is an active member of the investment community. He served as an Executive Director of the CFA Society Hong Kong, one of the world's largest CFA societies with over 6,500 members. His have made significant contributions to the CFA program, investment competitions, and topics on performance measurement, risk analysis, and public awareness.

(8)  Mr Benjamin Lee, CFA®

Mr. Benjamin Lee is a Chartered Financial Analyst (CFA) Holder and currently serves as the Head of Investment Department at a local financial institution. He has over 15 years of experience in research and asset management and has previously held the position of Fund Director at a private equity fund, managing assets for international high-net-worth clients and professional investors.

Mr. Lee specializes in using fundamental analysis to evaluate the actual and potential risks of investment targets, thereby selecting the best investment targets, reducing unsystemic risk, and increasing potential returns.

On completion of the programme, students should be able to

1. describe the ethical and professional standards established by the CFA Institute;
2. apply quantitative methods, economics and financial statement analysis to solve conceptual, analytical, and computational problems;
3. outline the concepts of corporate issuers in the financial market; and    
4. explain the types and markets of equity and fixed income securities, derivatives and alternative investments, and perform portfolio management and analysis.

• 58 hours + 2 hours examination

• Admiralty Learning Centre
• HKU SPACE Po Leung Kuk Stanley Ho Community College (HPSHCC) Campus
• Fortress Tower Learning Centre
• Other HKUSPACE Centers

2024 December intake (confirmed launch)

The December 2024 Class is Scheduled for Monday, Thursday and Satu.

Venue: HK Island

Teacher: Dr Joseph Chan

Language of instruction: English, Cantonese

Practical Skills Modules (PSM) focus on : Python Programming Fundamentals

• HK$13,600(including a comprehensive set of notes and study materials which are non-refundable)

Applicants should hold a degree awarded by a recognised institution.

Applicants should check with the CFA Institute that they are eligible to attempt the examination.

• The CEF Institution Code of HKU SPACE is 100

	Continuing Education Fund This course has been included in the list of reimbursable courses under the Continuing Education Fund.
	Certificate for Module (CFA Level I Examination Preparatory Programme) This course is recognised under the Qualifications Framework (QF Level [6])

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