AFP 資格認證試題研習班 - 香港大學專業進修學院: Investment Management課程

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Accounting & Finance Investment Management

AFP Certification Refresher Course
AFP 資格認證試題研習班

Course Code
Application Code
Study mode
Start Date
04 Jun 2022 (Sat)
Next intake(s)
10 hours
Course Fee
Regular fee: HK$2,600
Apply Now
Deadline on 23 May 2022 (Mon)
2867 8468
2861 0278
6月課程現正招生,歡迎報名。針對 "Challenge Status" 和重考學員,用兩天時間精讀、做模擬試題及討論考試技巧。

This 10-hours’ short course will help the students go through different type of questions step-by-step and the relevant tricks required to tackle these questions.  Students are assumed to have the knowledge required for the AFP syllabus.

The course will cover questions following AFP syllabus:

  1. Financial Management
  2. Personal Financial Planning
  3. Retirement Planning
  4. Investment Planning
  5. Insurance Planning
  6. Ethical and Regulatory Requirements for Financial Planners
  7. Management of a Financial Planning Practice

Remark: Please bring along IFPHK Supplementary Notes (English and Chinese versions) and calculator with you during the Refresher Course.


Mr. Richard Ng is an experienced financial planner, who possessed three master degrees including an MBA degree in Finance. He has been working in personal financial services for many years, and has abundant experience in insurance and wealth management. He belongs to one of the pioneering groups to sit for the Hong Kong CFP® examinations and to have successfully acquired the CFP® certification. He is passionate about financial education and training, and currently teaching finance-related courses in different universities. Before he has been a part-time trainer for PEAK of VTC, and conducted in-house training in Financial Planning in different major banks such as Fortis Bank, Fubon Bank, ICBC Bank, and Wing Hang Bank. Besides, he has been the radio speaker for a programme in Commercial Radio on different financial topics including Insurance, Personal Finance, and Investment.

Application Code 1990-1153NW Apply Online Now
Start Date 04 Jun 2022 (Sat)
Apply Online Now

Days / Time
  • Sat - Sun, 1:00pm - 6:00pm
  • 10 hours

2022 Jun intake [M29048]





4 Jun 2022 (Sat)



5 Jun 2022 (Sun)


Course Fee
  • Regular fee: HK$2,600

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
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 the 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 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 (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.


  • 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • 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 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.
  • 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.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt 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. 
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