Chartered Financial Analyst Level 3 Education Programme - HKU SPACE: Financial Services and Insurance, Investment Management courses
Class arrangement during COVID-19

The COVID-19 situation may still be fluid and constantly affect class arrangements in the coming months. The health and safety of our students will always be our top priority. To ensure that students’ academic progress is not affected, the School may substitute face-to-face classes with online teaching if necessary in the event that face to-face classes cannot be held. Our respective Programme Teams will contact the students concerned with details of such arrangements as necessary. For more details on the class arrangement during COVID-19, please refer to the special announcement on the School homepage.

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Accounting & Finance Financial Services and Insurance

Chartered Financial Analyst Level 3 Education Programme

Course Code
Application Code
Study mode
Start Date
30 Jan 2022 (Sun)
4 months
Course Fee
HK$13,000 (including comprehensive set of notes and study materials which are non-refundable)
Apply Now
Deadline on 17 Jan 2022 (Mon)
2867 8468
2861 0278
Start earlier and go for CFA level 3 examination!

The programme provides a solid foundation for students to prepare for CFA level 3 examination offered by CFA Institute.


CFA level 3 Passing Rate: (Source: CFA Institue)
2015: 53%
2016: 54%
2017: 54%
2018: 56%
2019: 56%

News about CFA Level 3 Examination:

The CFA Level 3 results are in by Business Insider

The course will cover topics following CFA Exam Topics and Study Session Outlines:

  1. Ethical and Professional Standards 
  2. Behavioral Finance, Individual Investors, and Institutional Investors
  3.  Capital Market Expectations
  4. Asset Allocation
  5. Fixed Income and Equity Portfolio Management 
  6. Alternative Investments, Risk Management, and the Application of Derivatives
  7. Portfolio: Execution, Evaluation and Attribution, and Global Investment Performance Standards

About the Tutor:

Dr. Lai Man-Kit.

He is a CFA holder. He is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST.  Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000.

Application Code 1965-1540NW Apply Online Now
Start Date 30 Jan 2022 (Sun)
Apply Online Now

Days / Time
  • Sunday, 1:00pm - 7:00pm
  • HK Island

2022 Jan class schedule [M54727]

CFA level 3 Education Programme 2022 Jan intake
Lecture Date Time
1 30-Jan-2022 (Sun) 13:00-19:00
2 13-Feb-2022 (Sun) 13:00-19:00
3 20-Feb-2022 (Sun) 13:00-19:00
4 27-Feb-2022 (Sun) 13:00-19:00
5 6-Mar-2022 (Sun) 13:00-19:00
6 13-Mar-2022 (Sun) 13:00-19:00
7 20-Mar-2022 (Sun) 13:00-19:00
8 27-Mar-2022 (Sun) 13:00-19:00
9 3-Apr-2022 (Sun) 13:00-19:00
10 10-Apr-2022 (Sun) 13:00-19:00
Course Fee
  • HK$13,000 (including comprehensive set of notes and study materials which are non-refundable)

Online Application Apply Now

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.


  • 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.