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Accounting & FinanceFinancial 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
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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領袖應有的合約和風險管理知識,以面對日益嚴峻的監管環境對業界所帶來的挑戰。
 
PT
開課日期 2018年11月1日 (星期四)
修業期 4個月
課程費用 HK$2700
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銷售和客戶關係管理知識,以應對市場環境的轉變及制定營銷策略。
 
PT
開課日期 2018年11月2日 (星期五)
修業期 4個月
課程費用 HK$3600
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 2018年11月3日 (星期六)
修業期 4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 06 MAY 2019 (MON)
Duration 6 months
Fee $9150
PT
開課日期 待定
This programme is a one year part-time programme designed to equip with middle / senior Management  competencies in insurance risk and management.  The Postgraduate Diploma comprises 10 modules, of which two modules are eligible for CEF reimbursement. Students could also complete 5 modules to be awarded the Postgraduate Certificate.  

The programme adopts the Specification of Competency Standards (SCSs) for the insurance industry under HKQF in its curriculum design.  It uses a work-based approach, equipping students with the appropriate level of skills to address the managerial and risk management aspects in the insurance industry under an increasingly stringent regulatory environment.
PT
Start To be advised
Duration 12 months to 24 months
Fee HK$3600
This programme prepares students for the CFPCM Certification Examination (Foundation Level) and Certified Financial Planning CM Level 1 and 2 examinations 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, graduates of that degree programme can apply for ENU’s Master of Science in International Banking and Finance programme with alumni discount.
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$3,950- HK$6,350
FFP module: HK$12,950
CFP level 1 & 2 modules: HK$4,500
The programme provides a solid foundation for students to prepare for CFA level 3 examination offered by CFA Institute.
 
PT
Start 15 NOV 2018 (THU)
Duration 5 months
Fee HK$12,000
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 2018年11月17日 (星期六)
修業期 1日
課程費用 HK$1,500
This is a 10-hour short course to focus on CFA level 1  exam questions. 10小時的短期課程,專注於CFA 1級考試問題解答.
PT
Start 25 NOV 2018 (SUN)
Duration 10 hours
Fee Regular Fee: HK$2,000