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BusinessFinance and Investment

Executive Certificate in Internet Finance
行政人員證書《互聯網金融》

Course Code
EP070A
Application Code
1555-EP070A
Study mode
Part-time
Start Date
25 Nov 2017 (Sat)
Next intake(s)
Nov 2017
Duration
4 months
Language
English
Course Fee
Module 1: HK$2,500
Module 2: HK$2,400
Module 3: HK$2,400
Tuition fees for whole programme: HK$7,300
How to Apply
Deadline on 29 Sep 2017 (Fri)
Enquiries
28678392
28584750

A number of Internet Finance companies have already graduated from start-ups to listed companies with billion-dollar valuations in the US. Mobile Internet is helping drive new forms of electronic payment, new payments architecture, crowdfunding platform and peer-to-peer lending platform.

This programme aims to equip students with latest knowledge in innovation and applications of Internet Finance and Financial Technology (FinTech). It also focuses on the overall context in FinTech including regulatory framework, regulatory technology (RegTech), evolving digital technology and mobile commerce in finance.

Lecturers

 Emil

Mr. Emil Chan, co-founder and CEO of Starthub Holding Ltd.

Emil is a FinTech enthusiast with over 20 years experience in managing IT and business transformation projects in international financial institutions.  He had worked for several sizeable international banks including Credit Suisse and BayernLB as the roles of First Vice President, Head of IT in Asia Pacific, Project Director and Operations Manager AP.  He has extensive experience in both Business and IT consulting encompassing the design, setup, leading and managing of cross-border projects throughout Asia.  Emil is currently the co-founder and CEO of Starthub Holding Ltd., a startup entrepreneur consulting firm.  He is also a part-time lecturer of postgraduate eBusiness courses for several renowned universities in Hong Kong and Mainland China.  Moreover, he compiles and delivers in-house training courses for well known international companies and financial institutions, facilitating their staff to make good use of technology to increase the companies' competitiveness. 

In the past 10 years, he participated actively in voluntary community services in related to popularization of technology.  He leads the IBM User Group as the Chairman since 2006.  He is also the founding Chairman of the Association of Cloud and Mobile Computing Professionals, the Vice President of Internet Profession Association (iProA), the Charter Secretary and President Elect of Rotary Club of Smart Hong Kong, the Vice Chairman of Hong Kong New Emerging Technology Education Association.  He is the judge of several major IT competitions including Hong Kong ICT Awards and Pan-Pearl Delta Universities IT Projects Competition in Hong Kong and China since 2010.  He also sits on the board of The Smart City Consortium as the FinTech Committee Chair and the committee of the Hong Kong Cross Border eCommerce Association.  Emil also hosts seminars, delivers public speeches and publishes articles of Internet related topics on local newspapers from time to time.

Emil had obtained a bachelor degree on Applied Computer Science and graduated from the University of Iowa with a Master of Business Administration degree.  He is also a certified NLP (Neuro-linguistic programming) Trainer.

Mr. Paul Li, Senior FinTech Expert, Alibaba

Paul is the Co-president of Hong Kong Internet Finance Association. He founded HKIFA in 2014 with the aim to provide a platform for industry players in HK to interact with their mainland counterparts and to promote the collaboration of FinTech and traditional finance industry.

An experienced banker, Paul had worked in various departments at HSCB before relocating to Shanghai to manage the strategy department for HSBC China in 2007, seeing the opportunity for foreign banks under the WTO agreement. He spent the next 6 years in various cities (Shanghai, Chongqing, Guangzhou and Shenzhen) to build corporate banking franchises for HSBC and subsequently Standard Chartered. Paul is now working in Alibaba as Senior Fintech Expert to develop inclusive financial products for SMEs.

Paul obtained his Bachelor Degree in Computer Science from the University of Hong Kong and made the Dean's list throughout his studies. He was awarded British CheveningScholarship to pursue a Masters Degree in Information Systems from Royal Holloway, University of London, focusing on the ways IT will reshape the banking industry.

Paul is an advisor of Our Hong Kong Foundation, a research fellow of Zhejiang University Academy of Internet Finance, part-time lecturer of HKU SPACE and industry commentator in FinTech & RegTech.

Frankie

Ms. Frankie Tam, Digital Business Lawyer

Frankie Tam is a digital business lawyer. She has advised a leading social media company on telecommunications regulations and worked with an international technology client on high profile data privacy matters. She has advised on legal issues in international distribution of a payment technology system. Frankie has legal experience in London, Shanghai and Hong Kong. She worked as a parliamentary assistant at the House of Lords in London while she pursued her graduate education. Frankie is qualified in Hong Kong, New York State, England and Wales. She obtained her Master of Laws (Corporate) (Distinction) from University College London on UK Government Scholarship, and her business administration and law degrees in Hong Kong. She is currently a legal advisor to Hong Kong Internet Finance Association and the Vice-President of British Chevening Scholars (HK) Association.

Guest Speakers 

 

Alexandre TABBAKH

Mr. Alexandre Tabbakh, Chief Product Officer, XNotes Alliance

Alexandre is a financial markets professional who acquired deep knowledge on both trading and sales side from his experience across Paris, Luxembourg and Hong Kong. He started his career as Trader assistant in the Exotic derivatives divisions at Societe Generale CIB where he worked on the development and management of complex products, and managed the creation of product events management platforms. He also had the opportunity to work as multi-asset Investment Advisor for European high net worth clients at Societe Generale Private Banking. Prior to joining XNotes in March 2016, Alexandre was a Sales assistant on FX & Rates derivatives at JP Morgan.

Alexandre graduated from ISC Paris Business School and Russian University of Economics in Moscow with degrees in finance and economics.

 

AT

Mr. Alex Medana, CEO, FinFabrik

Alex is the CEO of FinFabrik. With a career spanning 18 years in FinServ and Fintech spent in the trenches of various Global Tier 1 financial institutions doing and managing others, zeroing in his delivery on the client both internal and external across various business lines, markets and asset classes.

His work in Fintech is at the forefront of the next wave of banking, using technology to improve the customer journey. With a team of FinFab rockstars, he is now focusing on creating the fabric of banking block by block.

 

Kitty Ng

Ms Kitty Ng, Corporate Lawyer​

Kitty Ng is a corporate lawyer specializing in cross-border corporate transactions. She regularly advises technology companies on venture capital financing and general corporate and commercial matters. She has advised Japanese telecom institutions with respect to their venture capital investments into U.S. startups / early-stage technology companies. Kitty obtained a Master of Laws degree from University of Cambridge under the British Chevening Scholarships and a Bachelor of Laws degree in Hong Kong.

 

Mr Ronnie Koo, Founder​, PI Insights​

Ronnie Koo has been an Assistant Vice President acquiring and managing accounts of large corporations. After dedicating 8 years decoding the secrets of credit scoring and anti-money laundering, he rallied a team of banking, accounting and legal professionals to form PI Insights, a startup striving to use eCommerce data to perform rational credit scoring and AML analytics. Ronnie was raised in Singapore for 12 years but attended college in Hong Kong. He graduated with HKU's degree in Finance and the Master of Journalism. He is a Certified Anti-Money Laundering Specialist, a Google Analytics Qualified Individual and a technical partner of Amazon Web Services.

 

 

 
HKIFA

 

HKIFA is a non-profit professional association comprising Internet Finance practitioners and financial technology entrepreneurs. HKIFA advocates the setting of international standards in Internet Finance education, advances the best Internet Finance practices and meets the professional development needs of those interested in pursuing the Internet Finance profession. HKIFA also aims to facilitate the communication between enterprise members and Hong Kong government, to promote the business cooperation and idea exchanges between members and international players and to innovate and promote the rapid development of Internet Finance industry in Hong Kong.

Related Links

Syllabus for each module

Module 1 – Principles and Technologies of Internet Finance

  • Technological innovations in financial services
  • Mobile commerce in finance
  • Ecosystem in FinTech and RegTech
  • Core technologies fundamentals
  • Mobile payments
  • Cybersecurity
  • Distributed-ledger technology
  • Blockchain-based systems
  • Crypto-currencies
  • Data protection

 

Module 2 – Emerging Internet Finance Models

  • Traditional financial services business models
  • Creative disruption
  • Alternative forms of finance
  • Internet and mobile banking
  • Disintermediation
  • Peer-to-peer lending marketplaces
  • Crowdfunding platforms
  • Robo-adviser in wealth management
  • Global trends of Internet finance
  • Challenge for FinTech and RegTech companies

 

Module 3 – Global Financial Regulation and Internet Finance

  • Overview of regulation of global financial industry
  • Governance Body and public organization
  • Landscape of Hong Kong financial regulations
  • The role of regulation and globalization in international banking
  • Comparative banking and financial regulation
  • Principles and practice of global financial regulation
  • Regulation fit for the digital revolution
  • Regulatory issues in FinTech and RegTech
  • Regulatory challenges in FinTech and RegTech
  • Talent acquisition

 

Each module will be assessed by individual written assignments (100%). All assessments will be in English.

 

 

Tentative Schedule ( Nov 2017 Intake)

 

Venue: Causeway Bay (Location will be notified by email once enrollment is confirmed)

Module 1 – Principles and Technologies of Internet Finance

Lecture 1  25 Nov 2017 (Sat)  09:30am - 1:00pm
2:00pm - 6:00pm
Lecture 2  2 Dec 2017 (Sat)  09:30am - 1:00pm
2:00pm - 6:00pm

Module 2 – Emerging Internet Finance Models

Lecture 1  6 Jan 2018 (Sat)   09:30am - 1:00pm
2:00pm - 6:00pm
Lecture 2  13 Jan 2018 (Sat)     09:30am - 1:00pm
2:00pm - 6:00pm

Module 3 – Global Financial Regulation and Internet Finance

Lecture 1  3 Feb 2018 (Sat)  09:30am - 1:00pm
2:00pm - 6:00pm
Lecture 2  10 Feb 2018 (Sat)     09:30am - 1:00pm
2:00pm - 6:00pm

 

Days / Time
  • Saturday, 9:30am - 1:00pm; 2:00pm - 6:00pm
Duration
  • 15 hours per module
  • 2 meeting(s)

Applicants shall:

  • hold a bachelor’s degree awarded by a recognized institution or equivalent; or
  • hold an Associate Degree / a Higher Diploma awarded by a recognized institution or equivalent and have 2 years work experience.

Applicants with other qualifications will be considered on individual merits.

Application Fee

HK$150 HK$150 (non-refunable)

Course Fee
  • Module 1: HK$2,500
    Module 2: HK$2,400
    Module 3: HK$2,400
    Tuition fees for whole programme: HK$7,300

Application Form Application Form

Enrolment Method
  1. Complete the application form.
  2. Submit the application form with the following documents:

(a) CERTIFIED TRUE COPIES of all relevant academic and/or professional qualifications (please also bring along the originals of these documents for certification at HKU SPACE enrollment center);

(b) CERTIFIED TRUE COPIES of HKID card / passport and visa (if applicable);

(c) a non-refundable application fee of HK$150 by crossed cheque made payableto“HKU SPACE”; and

(d) a separate crossed cheque / bank draft payable to “HKU SPACE” for HK$7,300 in respect of the course fee.

The complete set of application forms with all relevant supporting documents may be submitted in person to any HKU SPACE enrollment centers.

Applicants may also pay the course / application fee by VISA or Master Card including "HKUSPACE Master Card" at any HKUSPACE enrolment Centre.

**Double-sided printing is much appreciated.**

Payment Method
1. Cash or EPS

Course fees can be paid by cash or EPS at any HKU SPACE enrolment counters.

2. Cheque or bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify theprogramme 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 payment sent by mail.
3. VISA/MasterCard

Applicants may also pay the course fee by VISA or MasterCard, including the “HKU SPACE MasterCard”, at anyHKU SPACE enrolment centres. Holders of the HKU SPACE MasterCard can enjoy a 10-month interest-freeinstalment 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

The course fees of all open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes can be settled by using PPS via the Internet. Applicants may also pay the relevant course fees by VISA or MasterCard online. Please refer to the Online Services page on the School website.

Notes

  1. For general and short courses, applicants may be required to pay the course fee in cash or by EPS, Visa or MasterCard if the course is to start shortly.

  2. 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, 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.

  3. 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.
  4. Fees and places on courses cannot be transferred 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 approved transfers.
  5. Receipts will be issued for fees paid but HKU SPACE will not be responsible for any loss of receipt sent by mail.
  6. For additional copies of receipts, please send a stamped, self-addressed envelope with a completed form and a crossed cheque for HK$30 per copy made payable to ‘HKU SPACE’. Such copies will only normally be issued at the end of a course.
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