Chartered Financial Analyst Refresher Course - Level 1 - HKU SPACE: Financial Services and Insurance, Investment Management courses
Announcement
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 Refresher Course - Level 1
特許金融分析師一級試題精研班

Course Code
FINA9277
Application Code
1955-2651NW
Study mode
Part-time
Start Date
06 Nov 2021 (Sat)
Next intake(s)
Feb 2022
Duration
10 hours
Language
Cantonese supplemented with English; course material will be in English.
Course Fee
Regular Fee: HK$2,500
Apply Now
Deadline on 25 Oct 2021 (Mon)
Enquiries
2867 8468
2858 4750
名額有限,迅速報名!
CFA Level 1 Refresher Course with commencement date on 6 Nov 2021!

This is a 10-hour short course to focus on CFA level 1  exam questions. 10小時的短期課程,專注於CFA 1級考試問題解答.

Students are assumed to have the knowledge required for the CFA syllabus and this course will help them go through different type of questions step-by-step and the relevant tricks required to tackle these questions.

The course will cover questions following CFA syllabus:

  1. Quantitative Methods 
  2. Financial Reporting and Analysis
  3. Economics 
  4. Corporate Finance
  5. Fixed Income 
  6. Equity Analysis
  7. Alternative Investments
  8. Derivative Investment
  9. Portfolio Management
  10. Ethical and Professional Standards
Application Code 1955-2651NW Apply Online Now
Start Date 06 Nov 2021 (Sat)
Apply Online Now

Duration
  • 10 hours

Focus on question style drilling and answering technique demonstration

CFA Level 1 Refresher Course
Lecture Date Time
1 6-Nov-2021 (Sat) 13:00-18:00
2 7-Nov-2021 (Sun) 13:00-18:00

Venue: HK Island

*The above tentative schedule for reference only.  Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.

There are no specific entry requirements. However, students should check the requirements of the CFA Institute to ensure that they qualify to sit for the CFA examinations.

Course Fee
  • Regular Fee: HK$2,500

Online Application Apply Now

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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.