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.

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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 11 AUG 2022 (THU)
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 16 SEP 2022 (FRI)
Duration 33 hours
Fee HK$8000

開課日期 2022年9月21日 (星期三)
修業期 5個月
課程費用 HK$5,700
HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examination.
Start 11 AUG 2022 (THU)
Duration 2 months to 4 months
Fee HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
HKU SPACE is pleased to offer the CFA® Level 2 Education Programme to help candidates preparing for the forthcoming examinations.
Start 20 AUG 2022 (SAT)
Duration 2 months
Fee HK$13,500 (including comprehensive set of notes and study materials which are non-refundable)
Suitable for those who need to equip themselves with taxation knowledge for his financial and estate planning as well as professionals who need to offer UK tax planning during the course of business.

Please pay attention to the deadline

Please note: it is advisable to enrol well in advance as places are limited. There is no reservation service.
Start 08 SEP 2022 (THU)
Duration 6 weeks
Fee HK$3600
開課日期 2022年9月14日 (星期三)
修業期 2個星期
課程費用 HK$1800
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