Accounting & Finance Financial Services and Insurance
Programme Overview
Highlights
Programme Details
學科單元大綱
1. 高净值人士之财富管理需求
• 资产保障及保险规划
• 家族财富传承与保险需求
• 投资偏好及资产分配策略
2. 遗产和财富传承
• 非流动资产与流动资产传承安排
• 不同地区的遗产税法规
• 处理跨境法律及执行挑战
3. 信托法的概念及在家族传承中的应用
• 比较内地大陆法与香港普通法信托架构
• 设立信托以提升资产保障和私隐
• 利用信托分配遗产及规范家族成员行为
4. 主要地区税法介绍
• 香港主要税项及税制特色
• 中国,英国及其他地区税法介绍
• 海外税务合规与风险管理
5. 税务策划与实务分享
• 税务合规及税务安排策略
• 家族财富跨境税务规划实践
• 常见税务问题及解决方法
6. 奢侈品世界及宝石介绍
• 奢侈品的特点和市场
• 艺术和收藏品
• 宝石和珠宝
7. 家族办公室架构与管理
• 单一家族、联合家族及内置式家族办公室比较
• 家族办公室主要功能及服务范畴
• 顶层思维构建家族接班人策略
8. 顶层工具应用及家族成员身份规划
• 红筹架构及可变利益实体(Variable Interest Entities, VIE)架构应用
• 保险及家族基金会运用
• 家族成员身份规划重点
9. 家族办公室资产配置
• 常用资产配置工具介绍:
o 环球股票
o 固定收益
o 房地产
o 私募基金配置
• 介绍新兴投资主题如ESG、AI和大数据
10. 高净值人士及家族办公室案例研究及实务应用
• 实际家族财富管理案例分享
• 遇到的挑战及解决方案
• 实务操作经验及启示
導師簡介:
1. 伍世棠先生

伍世棠先生是一位杰出的金融策略家及教育者,拥有超过十五年在家族办公室管理、私募基金与保险解决方案领域的丰富经验。他在香港及大中华区规划并主导多家单一家族及联合家族办公室的设立,实现双位数年化回报,并量身打造财富保值框架。担任富方投资平台及宏昌资本执行董事期间,他领导建置整合型家族办公室ERP系统、共投SPV及创新费用分摊结构,推动业务增长与收益提升。
凭借深厚的跨境税务规划专长,伍先生为多家族办公室设计节税工具,包括香港信托、境内外SPV及订制保险封装方案,优化全球税务负担及传承安排。他指导超高净值家族遵循监管合规并进行代际财富移转,运用寿险与年金提升现金流动性并减轻遗产税负。他的团队亦实施AI资产配置模型及实体资产代币化策略,将另类信贷、私募股权与实体资产无缝整合至多元化投资组合。
作为资深教育者,伍先生在香港大学专业进修学院及香港科技大学教授专业培训课程,内容包括资产代币化、实体资产交易及AI金融应用,将复杂的监管框架与家族治理最佳实务转化为交互式案例教学,成效卓著。
2. 卢信义先生

卢信义先生从一九九九年起开始他的培训专业。
珠宝钻石业是一门既有趣,又令人响往,并且带有点神秘感的行业;行业里有着很多特殊而且非常专业的学识。现时,卢信义先生是多间国际宝石培训机构(Gem-A, HRD)的课程导师,为业界提供专业人员培训;而本身亦为国际公司从事钻石采购工作,以逾廿多年的培训及鉴定为基础,常为学员分享深入及专业的宝石鉴定知识。
3. 王雯宁小姐

王雯宁小姐有英国ACA和香港CPA的两地会计师执照,也是英国企业司库(财资)管理师 。她曾任职于HBOS银行,专业职业生涯正式起步于PwC LLP的风险审计部。
设立英国事务所之前,在财富100强的公司担任过财务报告高级经理,和企业财资总监,有将近18年的专业服务经验。2020年到香港后,开始专注于为高净值客户提供国际性的税务筹划咨询服务当中包括 - 投资移民的税务筹划,投资的金融产品(股票,债券和保险)所需要的合规申报以及税收居民测试咨询。
王雯宁小姐擅长从融资和投资角度,来针对客户的具体资金流向做出税务架构的意见和方案。
4. 郭慧颕女士

郭慧颕女士是一位资深且全方位的专业人士,持有澳洲及香港会计师公会资深会员(FCPA)资格、金融硕士学位、香港证券及期货事务监察委员会第1、4及9类牌照、强积金中介人资格以及保险技术代表牌照。
她拥有超过25年在知名跨国银行(如摩根大通、汇丰、宏利、人寿信托)及中国、香港、泛亚、美国及欧洲多家企业的前中后台会计、审计、财务以及投资估值流程的扎实经验。她于财资及风险管理、财务管控、服务支持、预算编制、财务及管理报告、系统重组与维护等领域均有丰富实战经验,涵盖健康产品制造业、零售及批发分销渠道、仓储管理等多个行业。
自2023年起,郭女士担任Hotshot Consulting ServicesCompany的业务管控及信托服务顾问,主要为专业公提供财富及信托规划、业务发展及转型咨询、系统流程优化审查、业务融资安排、全套账簿及纪录会计服务、客户尽职调查及KYC/AML质量监控服务,同时为客户员工提供指导、培训及团队建设。
5. 关启正博士

关启正博士现就职于在香港上巿的一家房地产金融机构,负责企业发展、并购及管理接近港币30亿元的现金资产作投资之用,当中包括股票、债券、期权及私募基金,同时负责为公司整体资产配置作出分析及调动,提升股本收益率。
关博士在金融巿场方面拥有丰富的实战经验,并曾就雇于麦肯锡、摩根大通和瑞士银行,专注为亚太区金融机构提供融资及上巿顾问服务,当中曾参与海通证券在香港的17亿美元上巿项目。此前,他为韩资机构的宏观策略分析员,负责研究经济政策及投资策略。
关博士持有瑞士商学院工商管理博士、应用商业研究硕士及香港大学金融学硕士(双主修金融工程及风险管理) 学位 ,并以一级荣誉毕业于香港科技大学财务及信息管理学。除此以外, 关博士完成了牛津大学赛德商学院金融
科技课程及哈佛大学法学院高管课程。他亦持有金融风险管理师(FRM)、特许另类投资分析师(CAIA)及由香港银行学会颁发银行专业会士(CB)的专业资格。
| Application Code | 2380-EP192A | - |
Modules & Class Details
Class Details
2026年4月時間表
單元一時間表︰
|
課堂(時數) |
日期 |
時間 |
課室 |
|
1 (6 小時) |
4月23日 (星期四) |
09:30-12:30; 14:00-17:00 |
待定 |
|
2 (6 小時) |
4月30日 (星期四) |
09:30-12:30; 14:00-17:00 |
待定 |
|
3 (6 小時) |
5月12日 (星期二) |
09:30-12:30; 14:00-17:00 |
待定 |
|
4 (6 小時) |
5月14日 (星期四) |
09:30-12:30; 14:00-17:00 |
待定 |
|
5 (6 小時) |
5月21日 (星期四) |
09:30-12:30; 14:00-17:00 |
待定 |
Fee & Entry Requirements
Entry Requirements
申請人必須:
(甲) 認可學院頒授的學士學位或同等學歷;或
(乙) 副學士學位/高級文憑或同等學歷及最少兩年工作經驗;或
(丙) 持有保險業監管局頒發的有效保險中介人牌照。
申請人若持有其他資格或相關的工作經驗,學院將按個別情況考慮。
Apply
Application Form Download Application Form
Enrolment MethodOnline Enrolment
HKU SPACE provides 24-hour online application and payment service for students to apply to selected award-bearing programmes and to enrol in most open admission courses (courses enrolled on a first come, first served basis) via the Internet. Applicants may settle the payment by using either "PPS by Internet" (not available via mobile phones), VISA or Mastercard online. Online WeChat Pay, Online AliPay and Faster Payment System (FPS) are also available for continuing enrolment in the same programme, if online service is offered.
For first time enrolment
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Complete the online application form
Applicant may click the icon
on the top right-hand corner of the programme/course webpage to make online application, and then follow the instructions to fill in the online application form.
Some programmes/courses may admit by selection, and may require applicants to provide electronic copy of any required documents (e.g. proof of qualification) as indicated on the programme/course webpage. Only file format in doc, docx, jpg and pdf are supported. -
Make Online Payment
Pay the application or programme/course fees by either using:
"PPS by Internet" - You will need a PPS account and a PPS Internet password. For information on how to open a PPS account and how to set up a PPS Internet password, please visit http://www.ppshk.com.
*Credit Card Online Payment - Course fees can be paid by VISA or Mastercard including the “HKU SPACE Mastercard”.
* HKU SPACE Mastercard cardholders who wish to enjoy 10-month interest free instalment scheme must pay their tuition fees in person at any of our HKU SPACE Enrolment Centres.
To know more about first-time online application/enrolment and payment, please refer to the user guide of Online Application / Enrolment and Payment:
For continuing enrolment in the same programme
Selected programmes offer online continuing enrolment service. Programme staff will inform students if they offer this service and offer further enrolment details.
Online Payment can be made via "PPS by Internet" (not available via mobile phones), VISA or Mastercard, Online WeChat Pay, Online AliPay and Faster Payment System (FPS)
In Person / Mail
For first time enrolment
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For first come, first served short courses, complete the Application for Enrolment Form SF26 and bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
[Download Enrolment Form SF26] -
Award-bearing and professional courses may require other information. Forms are usually available at the enrolment centres or on request from programme staff. Bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
For continuing enrolment in the same programme
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The standard ‘Enrolment/Payment Slip’ is designed for students of award-bearing programmes or remaining programmes in a suite of programmes requiring continuing enrolment and it applies to most programmes.
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Students should complete the “Enrolment/Payment Slip” which will be made available by relevant programme staff and return the slip to any HKU SPACE enrolment centre or post it to the relevant programme staff with appropriate fee payment.
Please refer to available Payment Methods for fee payment information. If you are in doubt about the procedures, please check the individual course details, or contact our programme staff or enrolment centres.
Please note the followings for programme/course enrollment:
- To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Google Chrome is recommended.
- Applicants should not leave the online application idle for more than 10 minutes. Otherwise, applicants must restart the application process.
- Only Early Bird Discount is supported for Online Applicants (Application). To enjoy other types of discount, please visit one of our enrolment centres.
- During the online application process, asynchronous application and payment submission may occur. Successful payment may not guarantee successful application. In case of unsuccessful submission, our programme staff will contact you shortly.
- Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
- For online enrolment, a payment confirmation page would be displayed after payment has been made successfully. In addition, a confirmation email would also be sent to your email account. You are advised to keep your payment confirmation for future enquiries.
- Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
- If admission is by selection, the official receipt is not a guarantee that your application has been accepted. We will inform you of the result as soon as possible after the closing date for application. Unsuccessful applicants will be given a refund of programme/course fee if already paid.
Disclaimer
The School provides a platform for online services for a selected range of products it offers. While every effort is made to ensure timeliness and accuracy of information contained in this website, such information and materials are provided "as is" without express or implied warranty of any kind. In particular, no warranty or assurance regarding non-infringement, security, accuracy, fitness for a purpose or freedom from computer viruses is given in connection with such information and materials.
The School (and its respective employees and subsidiaries) is not liable for any loss or damage in connection with any online payments made by you by reason of (i) any failure, delay, interruption, suspension or restriction of the transmission of any information or message from any payment gateways of the relevant banks and/or third party merchants for processing credit/debit/smart card or other payment facilitation mechanism; (ii) any negligence, mistake, error in or omission from any information or message transmitted from the said payment gateways; (iii) any breakdown, malfunction or failure of those gateways in effecting online payment service or (iv) anything arisen out of or in connection with the said payment gateways, including but not limited to unauthorised access to or alternation of the transmission of data or any unlawful act not permitted by the law.
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
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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.
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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.
About the Partners
Partner Details
友邦保險
友邦保險控股有限公司及其附屬公司(統稱 「友邦保險」或「本集團」)是最大的泛亞地 區獨立上市人壽保險集團,覆蓋18個市場, 包括在中國內地、香港特別行政區、泰國、 新加坡、馬來西亞、澳洲、柬埔寨、印尼、 緬甸、新西蘭、菲律賓、南韓、斯里蘭卡、 中國台灣、越南、汶萊和澳門特別行政區 擁有全資的分公司及附屬公司,以及印度 合資公司的49%權益。
友邦保險今日的業務成就可追溯至1919年逾 一個世紀前於上海的發源地。按壽險保費 計算,集團在亞洲(日本除外)領先同業, 並於大部分市場穩佔領導地位。截至2021年 12月31日,集團總資產值為3,400億美元。
友邦保險提供一系列的產品及服務,涵蓋 壽險、意外及醫療保險和儲蓄計劃,以滿 足個人客戶在長期儲蓄及保障方面的需要。 此外,本集團亦為企業客戶提供僱員福利、 信貸保險和退休保障服務。集團透過遍佈 亞洲區的龐大專屬代理、夥伴及員工網絡, 為超過3,900萬份個人保單的持有人及逾 1,600萬名團體保險計劃的參與成員提供 服務。
友邦保險控股有限公司於香港聯合交易所 有限公司主板上市(股份代號為「1299」); 其美國預託證券(一級)於場外交易市場進 行買賣(交易編號為「AAGIY」)。
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- Financial Services and Insurance