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Accounting & Finance FinTech and Financial Intelligence

Certificate for Module (Business Process Automation with VBA and Python)
證書(單元:商業流程自動化 – VBA及Python)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN079A
Application Code
2245-FN079A

Credit
6
Study mode
Part-time
Start Date
07 Sep 2024 (Sat)
Next intake(s)
Nov 2024
Duration
1 month to 2 months
Language
English
Course Fee
Course Fee: $9900 per programme (* course fees are subject to change without prior notice)
Deadline on 23 Aug 2024 (Fri)
Enquiries
2867 8331
2861 0278
Apply Now

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Jul 2024
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19
Aug 2024
(Mon)

Online Executive Certificate / Diploma Information Seminar - Big Data & FinTech Series (19 Aug 2024)

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Accept new applications for the Sep intake! There are practical classes in the computer laboratory. Business process automation applies contemporary technology to automate complex and routine business processes. The programme also covers technical skills using VBA and Python to automate business processes. Our professional lecturer will provide hands-on practice in process automation, from development to implementation. Welcome to your online application!

Highlights

The programme aims to impart the essential knowledge of process automation to students and equip them with automation techniques in the business. It adopts a contemporary project management approach to business process automation. It also examines the emerging business opportunities and challenges in its planning and implementation of process automation. 

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Programme Details

On completion of the programme, students should be able to

1. describe the contemporary trends of process automation and explain the opportunities and challenges of business process automation;

2. outline key steps in process automation project management and illustrate the significance of each step;   

3. apply computational tools to implement process automation; and

4.  discuss development of process automation and practical cases for business.

Application Code 2245-FN079A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 10:00am - 17:00pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Campus
  • Kowloon East Campus
  • Kowloon West Campus

Modules

Course Content :

(1) Introduction to business process automation

  • Introduction to automation
    • Process automation
    • Robotic process automation
    • Intelligent process automation
  • Overview of the technological building blocks related to process automation
  • Contemporary tools for process automation
  • Challenges and opportunities of business process automation
  • Business implications of process automation

(2) Introduction to project management for business process automation

  • Methodologies of project management
  • Key steps in project management and business process automation
  • Organizational issues of business process automation projects

(3) Business process automation with VBA

  • Fundamental of VBA syntax and related packages
  • Development of user cases
    • Spreadsheet ETL (extract, transform and load)
    • Calculation
    • Formatting
    • Function creation
  • Business and finance applications: financial news screening and loan application screening

(4) Business process automation with Python

  • Fundamentals of Python syntax and related packages
  • Development of user cases
    • Data source management
    • Automation development for browser-based functions
    • Automation development for application-based functions
    • Automated reporting: tabular and graphic formats
    • Common algorithm used in automation: fuzzy matching and standard deviation  
  • Business and finance applications: Investment portfolio analysis and financial reporting

(5) Development and implementation of business process automation

  • Analysis of business operations
  • Goals and tasks for business process automation
  • Project lifecycle
  • Business requirement document development
  • Workflow design
  • Project budget management and financial analysis
  • Development and testing the automated processes
  • Change management with business process automation
  • Productivity measurement and improvement 
  • Risk management and control
  • Business case studies in process automation

Assessment method: Two in-class exercise + Group Project Presentation

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded with the certificate for module(Business Process Automation with VBA and Python)

 

Teacher

(1) Mr Hong Lin 

Mr Lin is an Assistant Vice President in Citigroup Global Markets. He possesses solid and practical experience in project development of Fintech and digital transformation across retail and institutional businesses in Citigroup. He acts as an innovator by promoting big data analytics and managing a series of automation projects, covering the full process from streamlining to solution delivery with Automation Anywhere, Python, and VBA. Recently, his primary task is to digitalize the business risk management for the bank’s prime brokerage business with data and automation technologies.

Mr Lin started his career journey as a business intelligence engineer focusing on Fintech solution development and sales opportunities discovery thru data analysis. In 2017, he engaged in an AI Financial Advisory development by backward engineering trading strategies and analysing financial news with Natural Language Processing techniques (NLP) in Ping An Securities. In 2018, Mr Lin led a market research project to optimize product lines by analysing more than 100,000 lines of customer reviews on the Internet with web-scraping and NLP.

He graduated from the University of California, Davis with a Bachelor of Science degree in Managerial Economics Development, and the Hong Kong University of Science and Technology with a Master of Science degree in Business Analytics.

 

(2) Mr Jackie Liu

Mr. Jackie Liu is a quantitative strategist currently serving at a top-tier global investment bank. With a career spanning over a decade, Mr. Liu is specialized in developing fintech solutions and big data analytics encompassing equity, fixed income, and currency products. While his skills and expertise are recognized by The British Computer Society as he is a Chartered IT Professional (CITP), he is interested in simplifying intricate technical concepts with practical real-world examples to create an enjoyable learning environment during his lectures.

Grounded in hands-on professional experience and enriched by years of academic training, Mr. Liu holds a Master of Science degree in Data-driven Modelling from The Hong Kong University of Science and Technology, as well as a Master of Science degree with Distinction in Computer Science from The University of Hong Kong, after graduating from The Chinese University of Hong Kong with a major in Computer Science and a minor in Business Administration.

 

 

Class Details

Timetable

Lecture Date Time
1 7 Sep 24 (Sat) 10:00-13:00 & 14:00-17:00
2 14 Sep 24 (Sat) 10:00-13:00 & 14:00-17:00
3 21 Sep 24 (Sat) 10:00-13:00 & 14:00-17:00
4 28 Sep 24 (Sat) 10:00-13:00 & 14:00-17:00
5 5 Oct 24 (Sat) 10:00-13:00 & 14:00-17:00

Remarks: Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers.

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $9900 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree preferably in the areas of business and statistics (e.g., mathematics, statistics, computer science, IT, engineering, economics or finance) awarded by a recognized institution.

Applicants with other equivalent qualifications will be considered on individual merit.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Business Process Automation with VBA and Python)
證書 (單元:商業流程自動化 – VBA及Python)
COURSE CODE 33C14011A FEES $9,900 ENQUIRY 2867-8331
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Business Process Automation with VBA and Python)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

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.

Notes

  • 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.