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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


Start Date

Class Schedule

Financial Assistance


Hong Kong Island


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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.
Start To be advised
Duration 3 months
Fee $9,000
開課日期 待定
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 Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations).
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)
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.
Start To be advised
Duration 33 hours
Fee HK$8000

開課日期 待定
修業期 5個月
課程費用 HK$5,700
開課日期 2022年10月3日 (星期一)
修業期 3小時
課程費用 HK$450
開課日期 2022年10月11日 (星期二)
修業期 2個星期
課程費用 HK$1800
This workshop focuses on helping individual design a solid financial plan to fund his/her retirement. You will be working on your own retirement planning, remember to bring your own calculator to the workshop. 本工作坊集中於教授如何為個人設計一份針對退休生活的財務策劃。你將會為自己度身訂製一個專屬於你自己的退休計劃,請務必攜帶計數機。
開課日期 2022年10月15日 (星期六)
修業期 1日
課程費用 HK$2200
HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examination.
Start 29 OCT 2022 (SAT)
Duration 2 months to 4 months
Fee HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
The programme provides a solid foundation for students to prepare for CFA level 3 examination offered by CFA Institute.
Start 30 OCT 2022 (SUN)
Duration 4 months
Fee HK$13,800