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會計及金融 金融服務和保險

金融服務和保險

金融服務和保險是熱門行業,政府統計數字顯示它對本地生產總值的貢獻於2016年增至18%,反映市場對該行業人才需求殷切。 投身有關行業,必須掌握財務策劃及財富管理知識。透過我們優質的課程,可提升學生在金融業的競爭力。

金融服務和保險課程

Programmes Type

課程類別

微證書

開課日期

上課日期

學費資助

地點

香港島

九龍

訂閱 e-資訊
The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 
PT
Start To be advised
Duration 3 months
Fee $9,000
The Postgraduate Certificate in Management and Insurance programme is designed to provide students with a broad understanding of risk and insurance. Upon completion of the programme, students are equipped with knowledge in the insurance industry and to develop professional competencies needed to be a leader in the field. The curriculum is designed based on the Specification of Competency Standards (SCSs) of the Insurance Industry in Hong Kong. The programme adopts a practical approach, equipping students with the appropriate level of skills to address the managerial and risk management aspects in the insurance industry under an increasingly stringent regulatory environment.
PT
Start To be advised
Duration 9 months to 12 months
Fee HK$4000
本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放,香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁,一口流利的普通話,成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語,通過會話訓練加強學員的競爭能力。
 
PT
開課日期 2023年10月4日 (星期三)
修業期 5個月
課程費用 HK$6,000

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically.

PT
Start 29 OCT 2023 (SUN)
Duration 2 months to 3 months
Fee HK$17,400 (including a comprehensive set of notes and study materials which are non-refundable)

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level I examination. It will provide students with knowledge of quantitative methods, economic and financial analysis, and portfolio management. It also covers the ethical and professional standards requirement for an asset manager.
 

PT
Start 25 NOV 2023 (SAT)
Duration 2 months to 3 months
Fee HK$12,800 (including a comprehensive set of notes and study materials which are non-refundable)

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level II examination. It will provide students with the knowledge in economic and corporate financial analysis, the valuation techniques of investment assets and issues of portfolio management.

PT
Start 03 FEB 2024 (SAT)
Duration 2 months to 3 months
Fee HK$15,200 (including comprehensive set of notes and study materials which are non-refundable)
This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence,  Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$4,000- HK$6,000
FFP module: HK$16,300
CFP® level 1 & 2 modules: HK$5,550 each module
*(course fees are subject to change without prior notice)
The programme aims to equip students with professional knowledge and skills to manage insurance contracts and assess possible risks and threats under an increasingly stringent regulatory environment in the insurance industry.
PT
Start To be advised
Duration 33 hours
Fee HK$8000
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.
PT
Start 15 OCT 2023 (SUN)
Duration 10 hours
Fee Regular Fee: HK$3,300
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
 
PT
開課日期 2023年10月21日 (星期六)
修業期 1個星期
課程費用 HK$2000