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Accounting & Finance Investment Management

Certificate for Module (Merger and Acquisition Series: Business Valuation and Financing)
證書(單元:企業併購與整合系列之企業評估及融資)

CEF Reimbursable Course

CEF Reimbursable Course

New Course
Course Code
FN087A
Application Code
2075-FN087A

Study mode
Part-time
Start Date
01 Mar 2023 (Wed)
Duration
30 hours
Language
English
Course Fee
HK$9000
Deadline on 17 Feb 2023 (Fri)
Enquiries
2867 8476
2861 0278
Apply Now
Application is now open for March 2023 class!!

The programme is designed to provide students with an understanding of the methods of business valuation. It will provide an overviewof the financing process. Students will learn the pros and cons of using financial ratios to evaluate a business deal.   Financial  processes and  techniques  such  as merger  and  acquisitions,  initial  public  offers,  leveraged buy-outs,  corporate restructuring and reorganisation and liquidation will be discussed. At the end of the programme, students are expected to know how to interpret the financial statements and review shortcomings of capital budgeting tools.

On completion of the programme, students should be able to

1.apply finance theories and techniques and select appropriate common valuation methods in investment banking field;

2.use quantitative skills in financial analysis to solve operational and technical problems in valuation exercises;

3.examine the laws and regulations related to merger and acquisition in Hong Kong and worldwide.

 

Course Syllabus

A.Economic, Business and Financial Analysis for Investments

•Introduction to Investments

•Economic Analysis: Global Economy and Local Economy

•Business Analysis: Industry and Company Review

•Financial Reporting: Basis of Financial Analysis

•Financial Analysis

B.Business Valuation by Investment Banks

•Role of Investment Banks

•Introduction of Business Valuation Methods

•Calculation Tools

C.Processesand Techniques

•Merger and Acquisitions

•Initial Public Offers (IPO)

•Leverage Buy-outs(LBOs)

•Corporate Restructurings(CRs)

•Reorganisation and Liquidation (R&L)

D. Laws and Regulations related to merger and acquisition in Hong Kong and worldwide

•US Laws and Regulations

•Hong Kong Legal Framework

•Mainland Laws and Regulations

 

Assessment

  • Group Presentation with Written Report
  • Upon successful completion of the programme, students who have passed the assessment with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a Certificate for Module (Merger and Acquisition Series: Business Valuation andFinancing).
Application Code 2075-FN087A Apply Online Now
Apply Online Now

2023 March class 

Lecture Date Time
1 1 Mar 2023 (Wed) 7-10 PM
2 3 Mar 2023 (Fri) 7-10 PM
3 8 Mar 2023 (Wed) 7-10 PM
4 15 Mar 2023 (Wed) 7-10 PM
5 17 Mar 2023 (Fri) 7-10 PM
6 22 Mar 2023 (Wed) 7-10 PM
7 29 Mar 2023 (Wed) 7-10 PM
8 31 Mar 2023 (Fri) 7-10 PM
9 12 Apr 2023 (Wed) 7-10 PM
10 14 Apr 2023 (Fri) 7-10 PM

 

Applicants shallhold:

(i)a relevant bachelor’s degree awarded by a recognized university or equivalent; or

(ii) a relevant Associate Degree / Higher Diploma or equivalent, and have at least 2 years of related work experience.

Applicants with other qualifications will be considered on individual merit.

Application Fee

HK$150 HK$150 (Non-refundable)

Course Fee
  • Course Fee : HK$9000
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Merger and Acquisition Series: Business Valuation and Financing)
證書(單元:企業併購與整合系列之企業評估及融資)
COURSE CODE 33C142163 FEES $9,000 ENQUIRY 2867-8476
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 (Merger and Acquisition Series: Business Valuation and Financing)

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

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 the 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 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 (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • 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 or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • 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.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt 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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