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Certificate for Module (Essential Skills and Success Ingredients for Chief Financial Officers (CFOs))
證書（單元 : 財務長的基本技能和成功要素）

Course Code
AC155A
Application Code
2275-AC155A
Certificate for Module (Essential Skills and Success Ingredients for Chief Financial Officers (CFOs))
QF Level: 5 QR Registration No.: 24/000823/L5 QR Registration Validity Period: 01 Oct 2024 - on-going
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Credit
9
Study mode
Part-time
Start Date
To be advised
Next intake(s)
March 2025
Duration
30 hours
Language
English
Course Fee
HK$9000
Enquiries
2867 8475
2861 0278
certformod@hkuspace.hku.hk
How to Apply
  • Add to Folders

After completing the course, you will be able to:

  • Gain a comprehensive understanding of the case-based CFO course.
  • Apply for 30 hours of CPD.
  • Join the CFO Academy and receive regular updates on CFO market trends.
How to Apply

Highlights

The programme aims to equip students with essential knowledge of listing rules, accounting and financial compliance and technology application. It enables Chief Financial Officers (CFOs) to fulfil regulatory obligations, execute mergers and acquisitions, and apply financial technology to perform duties more effectively and efficiently.
 

Programme Details

On completion of the programme, students should be able to

  1. critically review and interpret the concepts and principles of Hong Kong Listing Rules;
  2. prepare the ESG Report using the HKEX ESG Reporting Guidelines;
  3. apply Internal Control to enhance the governance of the company;
  4. execute mergers and acquisitions to increase the value of the company; and
  5. use financial technology to evaluate and analyse data for financial management.

Syllabus

1. Legal and Compliance Perspective

 

1.1 Listing Rules in Hong Kong

  • Continuing obligations and general disclosure obligations
  • Inside information and specific disclosure obligations
  • Pledging of shares by controlling shareholder
  • Loan agreements with specific performance by controlling shareholder
  • Notifiable transactions and connected transactions
  • Conditions of mandatory offer and waivers
  • Fund-raising activities and placing of securities
  • Share options and share awards scheme
  • Case studies

 

1.2 Application of Internal Control & ESG Reporting for Listed Companies in Hong Kong

  • Identifying key terms, definitions and concepts of Internal Control Framework
  • Recognising roles and responsibilities within an organisation related to Internal Control
  • Internal reports in addressing stakeholders’ needs
  • Drafting the ESG report using the HKEX ESG Reporting Guidelines
  • Updates on climate disclosures under ESG Framework
  • Applying relevant skills in analyzing ESG and sustainability issues in organisations
  • Constructing internal reports from the initial performance measures, through to key performance indicators, and develop scorecards that address organizational goals and objectives
  • Case studies

 

2. Financial Perspective

 

2.1 The Skill Sets of CFOs in the Listing Process in Hong Kong 

  • Major listing requirements on Main Board /GEM Board in Hong Kong
  • Methods of listing and professional parties involved
  • Financial and accounting issues in new listing and group re-organisation
  • Case studies

 

2.2 Mergers and Acquisitions for Value Creation

  • Anatomy and financial evaluation of an acquisition
  • Establishing economic rationale for takeover activities
  • Corporate restructuring through Spinoffs
  • Divestitures and Equity Carve-outs
  • Empirical evidence of the wealth impact of mergers, acquisitions and corporate restructuring
  • Case studies

 

2.3 Emerging Issues in Financial Reporting Compliance

  • Thematic review of listed companies’ financial statement disclosure
  • Updating new topics of financial reporting
  • Case studies

 

3. Technology Perspective

 

3.1 AI Technology in Accounting

  • Revolutions of Artificial Intelligence (AI) for Accountants
  • Benefits of AI for accountants

3.2 Digitalising Finance Functions

  • Digitialising finance to support business transformation
  • How digital technologies reshape finance functions

3.3 Technology in Change Management

  • Agile Approach to change management
  • Role of technology in change management
Assessment

Individual Assignment

Attendance Requirement

At least 70%

Award

Upon successful completion of the programme and achieve at least 70% of attendance, students will be awarded within the HKU system through HKU SPACE a "Certificate for Module (Essential Skills and Success Ingredients for Chief Financial Officers (CFOs))".

Application Code 2275-AC155A -

Fee

Application Fee

HK$150

Course Fee
  • Course Fee : HK$9000

Entry Requirements

Applicants should hold:

1. an Advanced Diploma / a Higher Diploma / an Associate Degree awarded by a recognised institution.

Applicants with other equivalent qualifications will be considered on individual merit.

Apply

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 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 personal information and 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 (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, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or 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 Enrolment Centres and avoid making cheque payment under this circumstance.

  • 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, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • 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.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information 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.
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