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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.
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.
The Postgraduate Certificate in Management and Insurance programme is designed to provide students with a broad understanding of risk and insurance. Upon completion of the programme, students are equipped with knowledge in the insurance industry and to develop professional competencies needed to be a leader in the field. The curriculum is designed based on the Specification of Competency Standards (SCSs) of the Insurance Industry in Hong Kong. The programme adopts a practical 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.
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. The graduates of Advanced Diploma can further articulate to Degree programmes. 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, Postgraduate Diploma in FinTech and Legal Regulations, and Postgraduate Diploma in Financial Analytics and Algo Trading).
PT
Start 26 APR 2025 (SAT)
Duration 1 year to 2 years
Fee Business modules HK$4,200- HK$6,200
FFP module: HK$16,800
CFP® level 1 & 2 modules: HK$5,750 each module
*(course fees are subject to change without prior notice)
The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level I examination. It will provide students with knowledge of quantitative methods, economic and financial analysis, and portfolio management. It also covers the ethical and professional standards requirement for an asset manager.
PT
Start 12 MAY 2025 (MON)
Duration 2 months to 3 months
Fee HK$14,000(including a comprehensive set of notes and study materials which are non-refundable)
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 24 MAY 2025 (SAT)
Duration 2 months to 3 months
Fee HK$16,100 (including comprehensive set of notes and study materials which are non-refundable)
This programme aims to provide students with knowledge and practical skills in financial planning and wealth management, preparing them for mandatory licensing certifications and effective client engagement. Students will gain insights into financial markets, banking products, risk management and compliance.
This programme aims to equip students with essential soft skills required for a successful career in the banking industry. These skills include communication, critical thinking, growth mindset, and creativity, which are essential for fostering their workplace proficiency in customer relationship management. It adopts a practical approach by employing hands-on techniques including role plays, group discussions, and exercises, specifically designed to enhance students’ self-confidence and foster a design thinking mindset, which is crucial for meeting the demands of the banking industry.
This programme aims to provide students with fundamental knowledge in banking products and services, banking system as well as the regulatory compliance requirements in the dynamic and ever-evolving banking and finance industry. It also aims to enhance students’ proficiency in workplace productivity within the banking sector. The job simulation activities included in the programme are specifically designed to elevate students’ self-confidence and practical career-ready job experiences.
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 11 OCT 2025 (SAT)
Duration 2 months to 3 months
Fee HK$18,700 (including a comprehensive set of notes and study materials which are non-refundable)
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