Executive Certificate in Investor Relations - HKU SPACE: Investment Management courses
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Accounting & FinanceInvestment Management

Executive Certificate in Investor Relations
行政人員證書《投資者關係》

Course Code
EP024A
Application Code
1685-EP024A
Study mode
Part-time
Start Date
To be advised
Next intake(s)
May 2019
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 11 May 2019 (Sat)
Enquiries
2867 8322
2861 0278

The profession of Investor Relations (IR) has developed rapidly in recent years. This programme provides the key concepts and practices in IR with a range of practical tools, applications and research. Topics include regulations, compliance, communications and IR practices. The programme is taught by seasoned IR practitioners. Graduates will obtain a one-year Hong Kong Investor Relations Association (HKIRA) Associate Membership to enhance their network in IR field.

職場制勝 : 資本市場瞬息萬變,一個消息隨時影響股價及投資者的信心,那上市公司的投資者關係團隊,如何與投資者打好關係,吸引他們投資呢?http://news.tvb.com/programmes/successincareer/5b488da0e603838158f2ae15

The Hong Kong Investor Relations Association (HKIRA)

HKIRA is a professional association comprising investor relations practitioners and corporate officers responsible for communications between corporate management and the investment community. Investor relations are the communication of the relevant and necessary information by which the investment community can consistently make an informed judgementabout the fair value of a company's shares and securities. HKIRA advocates the setting of international standards in investor relations education, advances the best investor relations practices and meets the professional development needs of those interested in pursuing the investor relations profession.

HKIRA will offer a one-year HKIRA associate membership to graduates who have successfully completed this programme. (For new member only)

 

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

 

15 Apr 2015 投資者關係渴才 晉升機會多 (Hong Kong Economic Times) cc

 

Lecturers

Dr. Eva Chan (Chairman of HKIRA) 

Dr. Chan is the Head of Investor Relations of C C Land Holdings Limited. (stock code : 1224). She has more than 25 years of experience and was the CFOs and company secretaries of various listed companies in Hong Kong. She is mainly responsible for formulating the IRstrategies for the company and conducting meetings with investors and fund managers all over the world. She also leads in a number of corporate finance exercises and corporate restructuring activities.

Dr. Chan is an Independent Non-Executive Director of New Environmental Energy Holdings Limited (stock code: 3989) and is appointed as an Adjunct Professor in the School of Accounting and Finance of the Hong Kong Polytechnic University. She is the Chairman of Hong Kong Investor Relations Association.

Dr. Chan graduated from the City University of Hong Kong with a Bachelor of Arts in Accounting. She then earned her MBA degree from the University of Nottingham. She also obtained a DBA degree from the Polytechnic University of Hong Kong. She is a fellow member of the HKICS, a fellow member of HKICPA and a fellow member of the ACCA.

 

Mr. Randy Hung (Vice-Chairman of HKIRA)

Mr. Randy Hung has served as an executive director, independent non-executive director, and senior management of listed companies for more than 20 years.  Mr. Randy Hung is currently the Vice Chairman of the Hong Kong Investor Relations Association, and the Chairman of Training Committee of the Hong Kong Institute of Directors. 

Mr. Hung is a fellow certified public accountant of Hong Kong, and a licensed certified public accountant of the State of California in the USA.   He holds a MBA degree from the University of London, a bachelor of science degree in accounting and a certificate of programming and data processing from the University of Southern California, a certificate of China Accounting, Finance, Taxation and Law from the Chinese University of Hong Kong, and a Hong Kong Securities Institute Specialist Certificate in corporate finance.

 

Mr. Kevin Gin

Kevin Gin, CFA specializes in valuation anomalies with specific interest in real estate, FMCG, developing and emerging markets. Kevin believes in detailed research and analysis and works with a group of like minded professionals within his investment ecosystem. Kevin is a board member of CFA Singapore and also volunteers with CFA Singapore on Research, UIRC and FICS and is also an advisor on the CFA Institute China India strategy team. Kevin has also spoken for CFAI across the region (Shanghai, Shenzhen, Guangzhou, Singapore, Manila, Bangkok, HCMC, Hanoi) on a number of occasions and has conducted lectures in Beijing Normal University, Zhongshan University-Lingnan College, National University of Singapore and the Wealth Management Institute.

Kevin brings with him more than 25 years of investment banking and real estate experience and was the Head of Greater China Property Research with Yuanta Securities (Hong Kong) with responsibilities ranging from research coverage and analysis, marketing, assisting in primary and secondary equity issues, PE and funds. Prior to Yuanta, Kevin was the SVP with Pacific Star Financial (a subsidiary of Pacific Star Group) where he was engaged in fund creation, structuring, documentation, marketing and fund raising. Kevin was also the SVP with Singapore Exchange Ltd., Chief Operating Officr of CITIC Frontier China Research (now part of CITIC Securities), Director of Kleinwort Benson Securities Asia, Head of Regional Property and Singapore Country research. Prior to his senior management appointments, Kevin was a regional special situations analyst with Barclays de Zoette Wedd, a quantitative analyst with BZW Australia (both part of Credit Suisse), Assistant Manager (FX) with Chase Manhattan Bank Singapore and a Japanese equity salesman with Nikko Merchant Bank Singapore.

Kevin graduated with an MBA from New York Stern School of Business/Australian Graduate School of Management in 1992 and a Bachelor of Engineering (Civil, Hon's) from the University of Melbourne in 1986. Kevin was awarded the Australian Post Graduate Scholarship Award and an AGSM scholarship and was conferred the Chartered Financial Analyst charter in 1992.

 

Application Code 1685-EP024A -

Duration
  • Lecture Hours: 15 hours per module to be completed in 2 lectures
    Day of Weeks: Weekend (whole day from 09:30am - 1pm; 2pm - 6pm)
    Medium of Instruction: English
Venue

Module 1: Theory and Practice of Investor Relations

The module aims to provide executives with a framework for investor relations activities that maps the investor relations process and practical tools in designing, implementing and evaluating investor relations strategy. Areas of focus include principles of investor relations, communications and disclosure, annual report analysis, due diligence and challenges of implementing investor relations

 

Module 2: Finance Essentials for Investor Relations

The module aims to provide students with essential knowledge and applications of finance and investment in investor relations. Areas of focus include global capital markets, accounting essentials, financial reporting, corporate finance, valuation models, risk management and behavioral finance.

 

Module  3:  Corporate Governance and Ethics in Investor Relations 

The module aims to provide students with fundamentals of corporate governance and ethical dimensions of the investor relations function and knowledge of the legal aspects governing the practice of investor relations. Areas of focus include principles of corporate governance, the role of different stakeholders in corporate governance, disciplinary function of mergers and acquisitions, legal requirements for structured disclosure, securities regulations, and social responsibility.

Schedule   (May 2019)         

Module 1: Theory and Practice of Investor Relations

Date

Time

25 May 2019 (Sat)

9:30 am-1:00 pm

2:00 pm -6:00 pm

1 June 2019 (Sat)

 

Module 2: Finance Essentials for Investor Relations

Date

Time

22 June 2019 (Sat)

9:30 am-1:00 pm

2:00 pm -6:00 pm

23 June 2019 (Sun)

 

Module 3: Corporate Governance and Ethics in Investor Relations

Date

Time

20 July 2019  (Sat)

9:30 am-1:00 pm

2:00 pm -6:00 pm

27 July 2019 (Sat)

Applicants shall:

(i.) hold a bachelor’s degree awarded by a recognized institution or equivalent; or

(ii.) 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 (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 payable to “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.  

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

Payment Method
1. Cash or EPS

Cash or EPS are accepted 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 write the programme title(s)  and the applicant’s name on the back of the cheque. You may either:

  • in person by submitting the payment, completed form(s), and required supporting documents to any of our enrolment centres; or
  • by mailing the above documents to any of our enrolment centres, specifying “Course Application” on the envelope. 
3. VISA/MasterCard

Course applicants, who are holders of HKU SPACE Mastercard, can enjoy a 10-month interest-free instalment period for courses of HK$2,000 and over. For enquiries, please contact our enrolment centres.

4. Online payment

Online payment for short courses (first come, first served) and selected award-bearing programmes is available using PPS, VISA or Mastercard. 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 online PPS will be reimbursed by a cheque; fees paid by credit card will be reimbursed to credit card account used for payment.
  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 teams for details.
  4. Fees and places on courses are not transferrable. 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.
  5. HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  6. For additional copies of receipts, 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. Such copies will normally be issued at the end of a course.
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