Financial Services and Insurance Programmes and Short Courses - HKU SPACE. Explore our list or programmes for part-time and full-time.
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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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本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業應有的人事管理和財務知識。
PT
開課日期 待定
修業期 4個月至5個月
課程費用 HK$3600
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
PT
開課日期 待定
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 08 JUL 2022 (FRI)
Duration 33 hours
Fee HK$8000
本課程旨在教授學員保險行業的實務知識,並發展業界所需的技能。課程採用實例教學方法,向學員教授保險原理、產品和銷售的相關知識,內容亦能幫助業界人士備考IIQE的考試。本課程最快可於半年內完成。
PT
開課日期 待定
修業期 216小時
課程費用 每科學費 HK$3000,四科合共 HK$12000
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 2022年6月22日 (星期三)
修業期 2個星期
課程費用 HK$1600
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 2022年7月26日 (星期二)
修業期 2個星期
課程費用 HK$1800
This is a 10-hour short course to focus on  CFA level 2  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.
PT
Start 07 AUG 2022 (SUN)
Duration 10 hours
Fee HK$3000
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。
PT
開課日期 2022年10月15日 (星期六)
修業期 1日
課程費用 HK$2200
Remarks:
This exam preparatory programme does not include CII examination. For candidates who are interested to enrol to CII examination of Insurance Underwriting (non-UK), please contact the Chartered Insurance Institute at +852 2520 0098 or hkenquiries@cii.co.uk.
The examination enrolment fee is £92 for CII members and £100 (a discounted offer) for non-CII members. The fee includes all admission fee and e-studytext. For non-CII members, candidates will need to complete membership declaration form and send to hkenquiries@cii.co.uk.
PT
Start To be advised
Duration 7 weeks to 10 weeks
Fee HK$1,500