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Chartered Financial Analyst Level 1 Education Programme

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
Application Code
Study mode
Start Date
03 Dec 2022 (Sat)
Next intake(s)
Feb 2023
2 months to 4 months
Course Fee
HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
Deadline on 28 Nov 2022 (Mon)
2867 8468
2861 0278
Apply Now
December class has been confirmed for launch! Now accepting new applications for December 2022 intake!

Aim at the 2023 February Examination!
Meet on Tuesday and Saturday, and spend 2 months wisely before the 2023 February Examination!

HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examination.

A record number of people just got good news about their CFA exam results by Business Insider

CFA exam - Half will fail… by Business Insider


Year % Pass
2016A 43%
2016B 43%
2017A 43%
2017B 43%
2018A 43%
2018B 45%
2019A 41%
2019B 42%
2020B 49%
2021 February 44%
2021 May 25%
2021 July 22%
2021 August 26%
2021 November 27%
2022 February 36%

Please apply online or download and complete the school application form and CEF application form, if applicable. 



Information about CFA eligibility requirements, examination application, membership and the CFA charter is available from:

  • CFA Institute(US) website,
  • CFA Institute (Asia Pacific) telephone: 2868 2700

Please note that CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organisations sponsoring or providing CFA examination preparation materials or programmes, nor does CFA Institute verify pass rates or exam results claimed by such organizations. CFA is a licensed service mark of CFA Institute. For general information on the CFA programme, please look up The CFA Institute website:



(1) Mr Mike Hui, MSc., CFA®
Mr Hui is a veteran in the investment and banking industry.  He has over 15 years of working experience in a merchant bank and a listed brokerage firm and over 13 years of teaching experience in various tertiary institutions, including HKU SPACE and professional bodies covering finance and banking courses. He has been delivering CFA revision courses for the past 7 years and the CFP® Investments module for the past 13 years with very positive feedback. Currently he is a Sales Director in a listed investment consultant firm.  Mike is a CFA charterholder. He has a Master of Science degree in Finance from the Chinese University of HK.

(2) Dr Joseph Chan
Dr Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Prior to returning to Hong Kong, Dr Chan had served as a research analyst and adjunct professor in the US.

(3) Ms Alex Krystal Yao., CFA®
Ms Yao has more than 20 years of experience in the financial industry. She is responsible for bond investment in investment banks and major fund management companies, and holds senior management positions. She graduated from University College London, and holds the British FCCA and CFA qualifications.

(4) Mr Wilson Chan., CFA®
Mr Chan is a seasoned investment banker.  He has almost a decade of experience in origination and execution of mergers and acquisitions in Greater China.  He has led and participated in local Hong Kong and China domestic transactions, as well as cross boarder transaction covering sell side, buy side, fundraising and privatisation. In addition to practical transaction experience, Mr Chan graduated from business school and is a Chartered Financial Analyst.

Application Code 2060-1534NW Apply Online Now
Start Date 03 Dec 2022 (Sat)
Apply Online Now

Days / Time
  • Saturday, 1:00pm - 7:00pm
  • 60 hours

2022 December Intake (Confirmed launch)

FINA9017 CFA Level 1 Education Programme (2060-1534NW)

The December 2022 Class is Scheduled for Tuesday from 18:45 - 22:15 and for Saturday from 13:00 - 19:30.

Venue: Admiralty 

Teacher: Dr. Joseph Chan





03-Dec-2022 (Sat)

13:00 - 19:30


06-Dec-2022 (Tue)

18:45 - 22:15


10-Dec-2022 (Sat)

13:00 - 19:30


13-Dec-2022 (Tue)

18:45 - 22:15


17-Dec-2022 (Sat)

13:00 - 19:30


07-Jan-2023 (Sat)

13:00 - 19:30


10-Jan-2023 (Tue)

18:45 - 22:15


14-Jan-2023 (Sat)

13:00 - 19:30


17-Jan-2023 (Tue)

18:45 - 22:15


31-Jan-2023 (Tue)

18:45 - 22:15


04-Feb-2023 (Sat)

13:00 -19:30


07-Feb-2023 (Tue)

18:45 - 22:15


2022 October Intake (Full)

FINA9017 CFA Level 1 Education Programme (2050-3331NW)

The October 2022 Class Schedule on weekend from 13:00 - 19:00 on Saturday.

Venue: Admiralty 

Teacher: Mr Wilson Chan., CFA®

Lecture Date Time
1 29-Oct-2022 (Sat) 13:00 - 19:00
2 05-Nov-2022 (Sat) 13:00 - 19:00
3 12-Nov-2022 (Sat) 13:00 - 19:00
4 19-Nov-2022 (Sat) 13:00 - 19:00
5 26-Nov-2022 (Sat) 13:00 - 19:00
6 03-Dec-2022 (Sat) 13:00 - 19:00
7 10-Dec-2022 (Sat) 13:00 - 19:00
8 17-Dec-2022 (Sat) 13:00 - 19:00
9 07-Jan-2023 (Sat) 13:00 - 19:00
10 14-Jan-2023 (Sat) 13:00 - 19:00



* The above tentative schedule's for reference only.  Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.


There are no specific entry requirements. However, students should check the requirements of the CFA Institute to ensure that they qualify to sit for the CFA examinations.

Course Fee
  • HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Chartered Financial Analyst Level 1 Education Programme
COURSE CODE 23Z01930-4 FEES $12,300 ENQUIRY 2867-8468
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework*
*This course is CEF reimbursable before the establishment of the Qualifications Framework

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.