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Accounting & Finance Financial Services and Insurance

Chartered Financial Analyst Refresher Course - Level 3
特許金融分析師三級試題精研班

Course Code
FINA9324
Application Code
2070-1362NW
Study mode
Part-time
Start Date
12 Feb 2023 (Sun)
Duration
10 hours
Language
Cantonese, suppl with English
Course Fee
Regular Fee: HK$3,000
Deadline on 06 Feb 2023 (Mon)
Enquiries
2867 8468
2858 4750
Apply Now
CFA Refresher Course - Level 3 will be launched in Feb 2023!

Tutor will be going thru Sample Questions and Tactics all day with the student.

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.

The course will cover questions following CFA syllabus:

  1. Ethical and Professional Standards 
  2. Behavioral Finance, Individual Investors, and Institutional Investors
  3.  Capital Market Expectations
  4. Asset Allocation
  5. Fixed Income and Equity Portfolio Management 
  6. Alternative Investments, Risk Management, and the Application of Derivatives
  7. Portfolio: Execution, Evaluation and Attribution, and Global Investment Performance Standards
Application Code 2070-1362NW Apply Online Now
Start Date 12 Feb 2023 (Sun)
Apply Online Now

Days / Time
  • Sunday, 10:00am - 9:00pm (one hour lunch time) (M62528)
CFA level 3 Refresher Course - Feb 2023 intake
Date Time
12-Feb-23 10:00 – 21:00
   

Venue: HK Island (Admiralty / Causeway Bay)

*The above tentative schedule 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
  • Regular Fee: HK$3,000

Online Application Apply Now

Application FormDownload Application Form
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.