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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (FinTech and Digital Transformation)
證書(單元 : 金融科技與數碼轉型)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN123A
Application Code
2355-FN123A

Credit
6
Study mode
Part-time
Start Date
22 Nov 2025 (Sat)
Next intake(s)
Jan 2026
Duration
30 hours
Language
English
Course Fee
Course Fee: $10,200 per programme (* course fees are subject to change without prior notice)
Deadline on 10 Nov 2025 (Mon)
Enquiries
2867 8331 / 2867 8424
2861 0278
Apply Now

Today and Upcoming Events

10
Dec 2025
(Wed)

How to Design a Strong-Stock Analytics Dashboard System (强勢股分析系統)? (10 Dec 2025)

To design a stock price analytics system, we need to do the following: Collect historical stock prices Transform the collected stock price record to an appropriate format for presentation Present the transformed stock price datasets in a useful layout to facilitate analytics and investors’ review.   In this talk (webinar), the speaker will showcase how to design a Strong Stock Analytics Dashboard with a BI approach. This would give you a fresh view of the practical use of data automation and data visualization techniques.   During this webinar, you will explore how a Strong Stock Analytics Dashboard will help you to: review the recent trend of HSI identify the strong stocks and weak stocks based on a specified definition of price momentum compare the ratio between the strong stocks and weak stocks according to your selected price momentum definition do sectoral analysis of the strong / weak stocks   This is an advanced application of data analytics techniques with common financial data.  You will find this webinar inspiring and will give you food for thought on how to make use of learnt data techniques for financial stock investment analysis.   Sample Screenshots below:   Related Programme Links: Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) - HKU SPACE: FinTech and Financial Intelligence, Data Science courses https://hkuspace.hku.hk/prog/exe-cert-in-interpretation-and-visualization-of-business-big-data https://hkuspace.hku.hk/prog/cert-for-module-business-intelligence-and-data-automation

17
Dec 2025
(Wed)

Any correlation between Bitcoin, Ethereum and Gold? And now Stablecoin Explained (17 Dec 2025)

Bitcoin and Ethereum are the most dominant cryptocurrencies, both accumulative account for over 90% in term of market capitalization excluding stablecoin, out of more than two thousands currently in the market. They are both in a form of digital asset that trades via various DEX or centralizated regulated trading platforms. However there are quite many key differences among them though. Bitcoin (BTC) is designed as a monetary storage (some proclaim as alternative of Gold) and medium of transaction and as an alternative to fiat currency. Ethereum (ETH), otherwise, is intended for complex smart contracts or dApps which contribute and act as key infrastructure of the emerging Web3.0 future. In light of recent rapid further innovation (like staking protocol) and adoption, the price of BTC and ETH have been risen more than double in past 12 months and also exhibited a huge volatility. The speaker will give a brief introduction of above crypto with some attention drawn to the relationship and correlation among Bitcoin, Ethereum, Gold, XRP and S&P500 – as shown in below charts. The speaker will then also talk about the latest development and impacts of the recently passed GENIUS Act in U.S. and the Stablecoins Ordinance (Cap. 656) in HK. To say, Stablecoin per se. is NOT referring the price to be fixed or stable, it’s referring to link or collateralize by some tangible asse shifting from no intrinsic value issue. At 10 Oct 2025, one of most selloff in crypto, USDe has experienced flash crash to as low as 0.65 USDEUST, per shown below. Source: Bloomberg   Language: Cantonese (Supplemented with English)

Accept New Applications for Nov 25 intake! There will be practical classes in the computer laboratory.

Highlights

The programme aims to provide students with contemporary knowledge of financial technology (FinTech), and the implications of digital transformation in the financial industry. It equips students with the essential knowledge of Web 3.0, artificial intelligence (AI), blockchain, decentralised finance (DeFi), and cybersecurity. The programme also covers the use of computational tools to explore practical applications, as well as discussion on risk management and ethical issues in FinTech.

Programme Details

On completion of the programme, students should be able to

  1. evaluate technological elements in financial technology (FinTech), innovative banking experience and digital transformation;
  2. examine challenges and opportunities of decentralised finance, retail payment and cybersecurity;  
  3. apply computational tools to explore the FinTech applications; and
  4. assess risks and discuss ethics in technological transformation.
Application Code 2355-FN123A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 9:30am - 6:00pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Learning Centre
  • Kowloon West Campus
  • Kowloon East Campus

Modules

Course Content :

(1) Introduction to financial technology (FinTech) and digital transformation

  • The evolution of finance: from traditional to digital, and the emergence of Web 3.0
  • Key drivers of transformation: technology, globalisation, demographics, regulation
  • The financial technology (Fintech) ecosystem: startups, incumbents, investors, regulators

 

(2) Overview of technological elements in FinTech

  • Blockchain and distributed ledger technology (DLT): cryptocurrencies, smart contracts, cross-border payments, non-fungible tokens (NFTs)
  • Artificial intelligence (AI) and machine learning (ML): fraud detection, algorithmic trading, personalised finance, credit scoring
  • Cloud computing: infrastructure as a service (IaaS), platform as a service (PaaS), software as a service (SaaS), security considerations
  • Big data and analytics: data mining, predictive modelling, visualisation
  • Internet of things (IoT): connected devices, payments, insurance
  • Extended reality (XR): augmented reality/virtual reality/mixed reality (AR/VR/MR) applications for customer engagement
  • 5th-Generation (5G) technology: impact on speed, quality, and coverage in digital finance

 

(3) Decentralised finance (DeFi)

  • Introduction to DeFi: principles and core concepts
  • Stablecoins and yield farming, and risks and opportunities
  • Overview of DeFi ecosystem: Game Finance (GameFi), Social Finance (SocialFi), Green Finance (GreenFi)
  • Case studies of disrupting traditional finance: decentralised exchange (DEXs), DeFi leading and borrowing platforms, algorithmic trading and robo-advisors, insurance technology (Insurtech), regulatory compliance (Regtech)

 

(4) Retail payment transformation

  • Payment infrastructure and key players
  • Evolution of payment systems: from cash to digital currencies
  • Digital currency vs. virtual currency vs. cryptocurrency
  • Central Bank Digital Currencies (CBDCs) and stablecoins
  • Mobile wallets, contactless payments, real-time payments
  • Cross-border payments and the role of SWIFT and new alternatives

 

(5) Banking and digital transformation

  • Embedded finance and specialised FinTechs
  • Evolution of neobanks
  • Open banking and Application Programming Interfaces (APIs): fostering innovation and collaboration
  • Hyper-personalisation and AI-powered customer experience
  • Current banking explorations in the metaverse

 

(6) Cybersecurity and risk management in FinTech

  • Cybercriminal tactics, techniques, and procedures
  • Threat scenario-based risk assessment
  • Integrating cybersecurity risk into enterprise risk management
  • Key cybersecurity regulations in Hong Kong

 

(7) Concerns in FinTech and digital transformation

  • Risks and ethical issues in technological transformation
  • Data privacy and security
  • Algorithmic bias and fairness
  • The digital divide and financial inclusion
  • Responsible use of AI in finance

Assessment method: 3-hour in-class exercise + Group Project Presentation

Award

Upon successful completion of the programme, students who have passed the assessments with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a "Certificate for Module (Financial Technology and Digital Transformation)".

 

Class Details

Timetable

Lecture Date Time
1 22 Nov 25 (Sat) 09:30-13:00 & 14:00-18:00
2 29 Nov 25 (Sat) 09:30-13:00 & 14:00-18:00
3 6 Dec 25 (Sat) 09:30-13:00 & 14:00-18:00
4 13 Dec 25 (Sat) 09:30-13:00 & 14:00-18:00

Remarks: Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers 

Teacher Information

Ms Irene Lam

Background

Ms Irene Lam has over 15 years of experience in audit, risk management, compliance, and Anti-Money Laundering/Counter-Financing of Terrorism (AML/CFT) within the financial services industry. She has worked at several Globally Systemically Important Banks (G-SIBs), including Standard Chartered Bank, HSBC (via Hang Seng Bank), and Mizuho Bank. Her expertise lies in managing enterprise, operational, cybersecurity, and technology risks. She has experience as a 3rd-line auditor, 2nd-line risk steward, and 1st-line risk professional, and has managed artificial intelligence proof-of-concept projects. Her experience also includes conducting threat scenario-led risk analyses, institutional risk landscape assessments, thematic reviews, and audits of financial products and electronic platforms. Additionally, she oversaw regulatory matters as a designated manager under the Payment Systems and Stored Value Facilities Ordinance  (Cap. 584).

She holds a Master of Information Systems Studies from the Australian National University, a Bachelor of Commerce from the University of Melbourne, and a Diploma in China (Commercial) Law from Shenzhen University. Her certifications include Certified Information Systems Auditor (CISA), Certified Ethical Hacker (CEH), Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Anti-Money Laundering Specialist (CAMS), and Certified Big Data Professional (CBDP).

Within her areas of expertise, she currently holds the position of Associate Director at Sun Life Hong Kong Limited. Previously, she held the roles of Senior Vice President at 33 Financial Services Limited (Hong Kong Monetary Authority Stored Value Facilities license number: SVF0010) and Associate Director at Standard Chartered Bank (Hong Kong) Limited.

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $10,200 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognised institution where the language of teaching and assessment is English. Those with a business, accounting, finance, economics, mathematics, statistics, science, engineering, IT or computer science background would have an advantage.

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

 

**Please upload copy of HKID and proof of degree while applying online

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Financial Technology and Digital Transformation)
證書(單元 : 金融科技與數碼轉型)
COURSE CODE 33C162652 FEES $10,200 ENQUIRY 2867-8424
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Financial Technology and Digital Transformation)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

Online Application Apply Now

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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