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特許金融分析師備考課程系列

Prepares you for the CFA® Examinations

Aiming to provide the academic knowledge and practical skill to candidates to sit for three levels of the Chartered Financial Analyst (CFA) examinations.

HKU SPACE is glad to offer the CFA® Level I, II and III Examination Preparatory Programmes to help CFA® candidates prepare for the forthcoming examinations.

Based on the curriculum of the CFA Program, three programmes provide candidates with the Candidate Body Of Knowledge (CBOK), which includes the core knowledge, skills and abilities generally accepted and applied by global investment professionals.

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 14 JUN 2024 (FRI)
Duration 2 months to 3 months
Fee HK$13,200(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 24 AUG 2024 (SAT)
Duration 2 months to 3 months
Fee HK$15,700 (including 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 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 06 OCT 2024 (SUN)
Duration 2 months to 3 months
Fee HK$17,800 (including a comprehensive set of notes and study materials which are non-refundable)
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 04 AUG 2024 (SUN)
Duration 10 hours
Fee Regular Fee: HK$3,400
This is a 10-hour short course to focus on  CFA level 2  exam questions.  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.
PT
Start 10 AUG 2024 (SAT)
Duration 10 hours
Fee HK$3400
This is a 10-hour short course to focus on  CFA level 3  exam questions.  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.
PT
Start 28 JUL 2024 (SUN)
Duration 10 hours
Fee Regular Fee: HK$3,300
This is a 9-hour short course to focus on CFA Practical Skills Module.

Students will learn how to build three-statement financial models as it is done on Wall Street. Students will explore best practices, discover optimal model flow and design, strengthen Excel practical skills and tackle more complex modeling cases in practice.
PT
Start 04 AUG 2024 (SUN)
Duration 9 hours
Fee HK$3,600
This is a 9-hour short course to focus on CFA Practical Skills Module.

Students will learn the skills required for success as buy-side and sell-side equity research analysts. Students will also explore how to conduct thorough industry research, research companies strategically, forecast accurately, identify mispricings, and make recommendations based on their work. 
PT
Start 11 AUG 2024 (SUN)
Duration 9 hours
Fee HK$3,600
This is a 9-hour short course to focus on CFA Practical Skills Module.

Students will follow the data science workflow from financial data ingestion to training artificial neural networks. Also, students will have the opportunity to pull financial data and use the standard tools and techniques to prepare it to deliver insights, work through an example of forecasting percentage change in EPS, and explore a common natural language processing task of sentiment analysis.
PT
Start 08 AUG 2024 (THU)
Duration 9 hours
Fee HK$3,600
This is a 9-hour short course to focus on CFA Practical Skills Module.

Students will explore the basics of Python and how to use Jupyter Notebooks to develop, present, and share data science projects related to finance. Also, the workshop assists students to quickly build up their coding skills and apply them to dozens of industry-specific examples. 
PT
Start 03 AUG 2024 (SAT)
Duration 9 hours
Fee HK$3,600

 

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