- 香港大學專業進修學院: Financial Services and Insurance, Investment Management課程
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Accounting & Finance Financial Services and Insurance

Chartered Financial Analyst Level 3 Education Programme

Course Code
FINA9292
Application Code
2050-2586NW
Study mode
Part-time
Start Date
30 Oct 2022 (Sun)
Duration
4 months
Language
English
Course Fee
HK$13,800
Apply Now
Deadline on 16 Oct 2022 (Sun)
Enquiries
2867 8468
2861 0278
Start earlier and go for CFA level 3 examination!

The programme provides a solid foundation for students to prepare for CFA level 3 examination offered by CFA Institute.
 

CFA

CFA level 3 Passing Rate: (Source: CFA Institue)

Year Pass%
2007 50%
2008 53%
2009 49%
2010 46%
2011 51%
2012 52%
2013 49%
2014 54%
2015 53%
2016 54%
2017 54%
2018 56%
2019 56%
2020 56%
2021 May 42%
2021 Aug 42%
2021 Nov 43%

News about CFA Level 3 Examination:

The CFA Level 3 results are in by Business Insider

The course will cover topics following CFA Exam Topics and Study Session Outlines:

  1. Quantitative Methods 
  2. Financial Statement Analysis
  3. Economics 
  4. Corporate Issuers
  5. Fixed Income 
  6. Equity Investments
  7. Alternative Investments
  8. Derivatives
  9. Portfolio Management and Wealth Planning
  10. Ethical and Professional Standards 

About the Tutor:

Dr. Lai Man-Kit.

He is a CFA holder. He is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST.  Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000.

Application Code 2050-2586NW Apply Online Now
Start Date 30 Oct 2022 (Sun)
Apply Online Now

Days / Time
  • Sunday, 1:00pm - 7:00pm
Venue
  • HK Island

Timetable

Lecture Date Time slot
1 30/10/2022 (Sun) 13:00-19:00
2 6/11/2022 (Sun) 13:00-19:00
3 13/11/2022 (Sun) 13:00-19:00
4 20/11/2022 (Sun) 13:00-19:00
5 27/11/2022 (Sun) 13:00-19:00
6 4/12/2022 (Sun) 13:00-19:00
7 11/12/2022 (Sun) 13:00-19:00
8 18/12/2022 (Sun) 13:00-19:00
9 8/1/2023 (Sun) 13:00-19:00
10 15/1/2023 (Sun) 13:00-19:00

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

Course Fee
  • Course Fee : HK$13,800 (including comprehensive set of notes and study materials which are non-refundable)

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.