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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Intelligent Chatbot for Finance and Business Applications)
證書(單元 : 智能聊天機器人於金融和商業的應用)

Course Code
FN116A
Application Code
2265-FN116A
Credit
6
Study mode
Part-time
Start Date
11 Jan 2025 (Sat)
Next intake(s)
Mar 2025
Duration
30 hours
Language
English
Course Fee
Course Fee: $9900 per programme (* course fees are subject to change without prior notice)
Deadline on 27 Dec 2024 (Fri)
Enquiries
2867 8331 / 2867 8424
2861 0278
How to Apply

Accept new applications for Jan 25 intake! There will be practical classes in the computer laboratory.

Highlights

The programme aims to provide students with contemporary knowledge of artificial intelligence (AI) and practical chatbot applications for finance and business. It equips students with practical skills to use Python to develop chatbots with large language models (LLMs) and retrieval-augmented generation (RAG) to enhance their capability. The programme also illustrates the deployment of generative AI and application of intelligent chatbots to improve finance and business operations.

Programme Details

On completion of the programme, students should be able to

  1. explain the features of chatbot and artificial intelligence (AI);
  2. apply Python programming and related library functions to build chatbots;
  3. illustrate the methods to enhance the capability of chatbots; and
  4. discuss the applications of AI and intelligent chatbot from finance and business perspectives.

 

Application Code 2265-FN116A -

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) Overview of chatbot and artificial intelligence (AI) for finance and business

  • Development of AI
  • Features of chatbot and human-chatbot interaction
  • General design of chatbot
  • GenAI tools and software
  • Implications of AI chatbot for finance and business
  • Ethical AI and managerial issues around GenAI

 

(2) Introduction to Python programming

  • Basic Python syntax
  • Datasets and training
  • Python libraries and AI algorithms
  • GenAI and chatbot powered by Python

 

(3) Development of chatbot for finance and business

  • Principal of natural language processing (NLP) and large language models (LLMs)
  • GenAI and LLMs with retrieval-augmented generation (RAG)
  • GenAI and LLMs with agents, tools and function calling
  • Capability enhancement of chatbot for finance and business
  • Features of chatbot libraries: Langchain and Streamlit
  • Chatbot deployment to support finance and business operations
  • Deployment of GenAI on the cloud for finance and business applications

 

(4) Intelligent chatbot for finance and business

  • Automated financial reporting
  • Risk assessment and fraud detection
  • Customer service automation
  • Personalised financial advice with AI advisors
  • Algorithmic trading
  • Credit scoring
  • Regulatory compliance
  • Market sentiment analysis
  • Mergers and acquisitions strategy

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

Award

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a "Certificate for Module (Intelligent Chatbot for Finance and Business Applications)".

 

Teacher

(1) Mr. Clive Yip

Mr. Yip is a practitioner in Data Analytics.  He has 10 years of experience in both Big 4 consulting firms and multinational companies.  He is currently working as a Senior Data Analytics Consultant in a leading insurance company, using Python, SQL and other Big Data technologies to analyse and monitor any non-compliance or fraudulent activities.  He has a Master’s degree in Information Technology from HKUST and a Bachelor’s degree from the University of Southern California.  Before entering the data analytics field, he worked as a financial auditor in Ernst and Young and is a Certified Public Accountant (CPA) in Hong Kong and Canada.

Class Details

Timetable

Lecture Date Time
1 11 Jan 25 (Sat) 09:30-13:00 & 14:00-18:00
2 18 Jan 25 (Sat) 09:30-13:00 & 14:00-18:00
3 25 Jan 25 (Sat) 09:30-13:00 & 14:00-18:00
4 8  Feb 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 

Progression Path

Fee

Application Fee

(Non-refundable)

Course Fee
  • Course Fee: $9900 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. 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

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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