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Accounting & Finance Financial Services and Insurance

Financial Services and Insurance

Financial Services and Insurance are popular industries in HK. According to official statistics, the contribution of the financial services sector to HK GDP increased to 18% in 2016, To enter the financial services field, you need up-to-date and professional knowledge of financial planning and wealth management. Through our high quality programmes, you can develop a competitive edge in the financial services sector.

Continuing Education Fund
Programmes Type

Level

Start Date

Class Schedule

Financial Assistance

Venue

Hong Kong Island

Kowloon

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The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance.
 
PT
Start To be advised
Duration 3 months
Fee $9,000

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically.

PT
Start 05 MAR 2023 (SUN)
Duration 58 hours
Fee HK$17400
本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放,香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁,一口流利的普通話,成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語,通過會話訓練加強學員的競爭能力。
 
PT
開課日期 2023年3月29日 (星期三)
修業期 5個月
課程費用 HK$5,700

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level II examination. It will provide students with the knowledge in economic and corporate financial analysis, the valuation techniques of investment assets and issues of portfolio management.

PT
Start 27 MAY 2023 (SAT)
Duration 2 months and 58 hours to 2 months
Fee HK$14,800 (including comprehensive set of notes and study materials which are non-refundable)
The programme aims to equip students with professional knowledge and skills to manage insurance contracts and assess possible risks and threats under an increasingly stringent regulatory environment in the insurance industry.
PT
Start To be advised
Duration 33 hours
Fee HK$8000
This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence,  Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$3,800- HK$5,800
FFP module: HK$15,800
CFP® level 1 & 2 modules: HK$5,350 each module
*(course fees are subject to change without prior notice)
本課程包括兩個不同主題的工作坊,每一個工作坊為3小時,兩個工作坊提供總學習時數為6小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
PT
開課日期 2023年2月18日 (星期六)
修業期 1個星期
課程費用 HK$1800
Competition of service providers in financial services has never been more brutal. Executives of financial service providers feel increasingly commoditised as clients view themselves and their competitors as much the same. Their win rate in bidding request for proposals (RFP) may be on the decrease. One of the best ways to win RFP is to make sure they understand how and why their clients determine one competitor over another and how outstanding providers align and win the RPF without competing on fees only. How to accelerate the message of service providers with difference, preference and proof is important in winning RFP in financial services.
 
PT
Start 25 FEB 2023 (SAT)
Duration 1 month
Fee HK$4,500
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
 
PT
開課日期 2023年3月4日 (星期六)
修業期 1個星期
課程費用 HK$1800
本課程包括三個不同主題的工作坊,每一個工作坊為6小時,三個工作坊提供總學習時數為18小時。旨在向學員介紹有關財務策劃的安排及其中所涉及的法律和條例。在課程中,講者將分享有關財務策劃中常見的法律知識及實務案例,以幫學員實現更好的財務計劃。
PT
開課日期 2023年3月25日 (星期六)
修業期 1個星期
課程費用 HK$1800