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Accounting & Finance Accounting

Certificate for Module (Business Modeling with Excel in Accounting)
證書(單元 : EXCEL會計與商業模式)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
AC047A
Application Code
2175-2245AW

Credit
9
Study mode
Part-time
Start Date
09 Mar 2024 (Sat)
Next intake(s)
Every October and February
Duration
8 weeks
Language
English
Course Fee
HK$4,800
Deadline on 02 Mar 2024 (Sat)
Enquiries
2867 8487
2861 0278
Apply Now

CONFIRMED OPEN - March 2024 Intake - Please enroll ASAP!!! Online enrolment is welcome
三月份課程,已確認開班,欲報從速,歡迎網上報名

Please pay attention to the deadline
請留意截止報名日期

The next intake will be February 2025 (To be confirmed)
下期課程:預計2025年2月開課

Very useful, practical analysis tool for SME and personal planning.

CEF course - Maximum subsidy 80% of the course fee
Grab your chance and enroll ASAP!!

Highlights

This programme aims to enable students to use Microsoft EXCEL as a tool to create powerful spreadsheet models for analysis and presentation of financial data and business results. Students will learn the important features of EXCEL from basic spreadsheet design and creation through formulas, functions, formatting, charts, multiple worksheets and “what-if” analysis.

Programme Details

Topic Covered

  1. Introduction to Financial Models
  2. Spreadsheet Model Design
  3. Spreadsheet for Financial Modeling
  4. Models for Planning (Budgeting)
  5. Cost-Volume-Profit Modeling
  6. Sensitivity Analysis
  7. Financial Statement Analysis
  8. Financial Statements Forecasting

Students are awarded the Certificate for Module if they can achieve 70% attendance rate and successfully complete the assessments (4 Individual Practical Tasks on business modeling).

March 2024 Intake (Tentative Schedule)

  • Venue: Admiralty Centre, 18 Harcourt Road, Hong Kong (access via the shopping arcade escalators through Exit A, Admiralty MTR Station)
Meeting Date Day Time Venue*
1 9-Mar-2024 Saturday 13:00 - 17:00 Computer Laboratory
2 23-Mar-2024 Saturday 13:00 - 17:00 Computer Laboratory
3 6-Apr-2024 Saturday 13:00 - 17:00 Computer Laboratory
4 13-Apr-2024 Saturday 13:00 - 17:00 Computer Laboratory
5 20-Apr-2024 Saturday 13:00 - 17:00 Computer Laboratory
6 27-Apr-2024 Saturday 13:00 - 17:00 Computer Laboratory
7 4-May-2024 Saturday 13:00 - 17:00 Computer Laboratory
8 11-May-2024 Saturday 13:00 - 15:00 Computer Laboratory

A detailed timetable will be emailed to students one week before the class commences. 

Map and address: https://hkuspace.hku.hk/learning-centre

  • The class schedule is tentative. We reserve the right to make changes.
  • The course will be opened subject to sufficient enrolment.
  • While we will try to minimise any timetable changes, please note that issues of lecturer and room availability may sometimes make these unavoidable.
  • If you are applying to / have enrolled for more than one programme/course with HKU SPACE, please check to ensure that there are no scheduling conflicts before submitting your application.
  • HKU SPACE reserves all rights to make revisions or alternations to the course venue, schedule, content, tutor or other details if necessary.
  • 香港大學專業進修學院保留一切權利按需要更改課程的上課地點、時間、內容、導師或其他細節。
Application Code 2175-2245AW Apply Online Now
Start Date 09 Mar 2024 (Sat)
Apply Online Now

Duration
  • 30 hours, 8 lessons

Fee

Course Fee
  • Course Fee : HK$4,800 (The fee is subject to revision without prior notice, or even after admission onto the course. All fees paid are non-refundable, unless a course is over-subscribed or cancelled.)

Entry Requirements

No specific academic entry requirements. However, applicants are expected to possess a good understanding of financial and managerial accounting concepts and the basic knowledge of using Excel functions.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Business Modeling with Excel in Accounting)
證書(單元:EXCEL會計與商業模式)
COURSE CODE 33C126591 FEES $4,800 ENQUIRY 2867-8487

Continuing Education Fund
Assessment and Completion Requirements

To be eligible to claim CEF Reimbursement, students MUST successfully complete the courses-by fulfilling ALL following Assessments and Attendance Requirement:

Assessment Achieve a Pass Grade in FOUR (4) Individual Practical Tasks on business modeling 
Attendance Attend at least 70% of total lecture hours

For Continuing Education Fund (CEF) application procedures, please click here.

有關持續進修基金(CEF)之申請手續,請按此查閱。

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 (Business Modeling with Excel in Accounting)

  • This course is recognised under the Qualifications Framework (QF Level [4])

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 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.