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Accounting & Finance Financial Services and Insurance

Chartered Financial Analyst Level 1 Education Programme
特許金融分析師一級研習課程

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FINA9017
Application Code
2070-1937NW
Study mode
Part-time
Start Date
04 Feb 2023 (Sat)
Next intake(s)
Apr 2023
Duration
2 months to 4 months
Language
English
Course Fee
HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
Deadline on 27 Jan 2023 (Fri)
Enquiries
2867 8468
2861 0278
Apply Now
Now accepting new applications for February intake!

Aim at the 2023 May Examination!
Meet on Saturday, and spend 2 months wisely before the 2023 May Examination!

HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examination.

A record number of people just got good news about their CFA exam results by Business Insider

CFA exam - Half will fail… by Business Insider

CFA

Year % Pass
2016A 43%
2016B 43%
2017A 43%
2017B 43%
2018A 43%
2018B 45%
2019A 41%
2019B 42%
2020B 49%
2021 February 44%
2021 May 25%
2021 July 22%
2021 August 26%
2021 November 27%
2022 February 36%

Please apply online or download and complete the school application form and CEF application form, if applicable. 

課程時間表及報名表可於本網頁下載。如欲報讀此課程,請填妥報名表及持續進修基金申請表(如適用)。

本課程將深入探討特許金融分析師一級考試內涵蓋的主要課題。
 

Information about CFA eligibility requirements, examination application, membership and the CFA charter is available from:

  • CFA Institute(US) website, http://www.cfainstitute.org/
  • CFA Institute (Asia Pacific) telephone: 2868 2700

Please note that CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organisations sponsoring or providing CFA examination preparation materials or programmes, nor does CFA Institute verify pass rates or exam results claimed by such organizations. CFA is a licensed service mark of CFA Institute. For general information on the CFA programme, please look up The CFA Institute website: http://www.cfainstitute.org/.

 

Teacher

(1) Mr Mike Hui, MSc., CFA®
Mr Hui is a veteran in the investment and banking industry.  He has over 15 years of working experience in a merchant bank and a listed brokerage firm and over 13 years of teaching experience in various tertiary institutions, including HKU SPACE and professional bodies covering finance and banking courses. He has been delivering CFA revision courses for the past 7 years and the CFP® Investments module for the past 13 years with very positive feedback. Currently he is a Sales Director in a listed investment consultant firm.  Mike is a CFA charterholder. He has a Master of Science degree in Finance from the Chinese University of HK.

(2) Dr Joseph Chan
Dr Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Prior to returning to Hong Kong, Dr Chan had served as a research analyst and adjunct professor in the US.

(3) Ms Alex Krystal Yao., CFA®
Ms Yao has more than 20 years of experience in the financial industry. She is responsible for bond investment in investment banks and major fund management companies, and holds senior management positions. She graduated from University College London, and holds the British FCCA and CFA qualifications.

(4) Mr Wilson Chan., CFA®
Mr Chan is a seasoned investment banker.  He has almost a decade of experience in origination and execution of mergers and acquisitions in Greater China.  He has led and participated in local Hong Kong and China domestic transactions, as well as cross boarder transaction covering sell side, buy side, fundraising and privatisation. In addition to practical transaction experience, Mr Chan graduated from business school and is a Chartered Financial Analyst.

(5) Mr Christopher Mak., CFA®

Mr. Mak has many years of experience in the financial industry, specializing in investment analysis and financial risk management. He obtained a Bachelor of Science degree from the Hong Kong University of Science and Technology, with a major in Physics and minors in Mathematics, and Social Science. Mr. Mak also attained more than 10 professional qualifications in accounting, insurance and investment-related areas. He holds the Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Certified Practising Accountant Australia (CPAA), RICS Chartered Surveyors (MRICS) and Fellow of Life Management Institute (FLMI) designations, and is a certified Financial Risk Manager (FRM) and Professional Risk Manager (PRM).

Application Code 2070-1937NW Apply Online Now
Start Date 04 Feb 2023 (Sat)
Apply Online Now

Days / Time
  • Saturday, 0945 - 1745
Duration
  • 60 hours

2023 February Intake (Cantonese Class)

FINA9017 CFA Level 1 Education Programme (2070-1937NW)

The February 2023 Class is Scheduled for Saturday from 09:45 - 13:15 and 14:15 - 17:45.

Venue: Hong Kong Island 

Teacher: Mr. Christopher Mak

Lecture  Date Time Slot
1 4-Feb-2023 (Sat)

09:45 - 13:15/14:15 - 17:45

2 11-Feb-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
3 18-Feb-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
4 25-Feb-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
5 4-Mar-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
6 11-Mar-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
7 18-Mar-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
8 25-Mar-2023 (Sat) 09:45 - 13:15/ 14:15 - 17:45
9 1-Apr-2023 (Sat) 14:00 - 18:00
     

2022 December Intake (Confirmed launch)

FINA9017 CFA Level 1 Education Programme (2060-1534NW)

The December 2022 Class is Scheduled for Tuesday from 18:45 - 22:15 and for Saturday from 13:00 - 19:30.

Venue: Admiralty 

Teacher: Dr. Joseph Chan

Lecture

Date

Time

1

03-Dec-2022 (Sat)

13:00 - 19:30

2

06-Dec-2022 (Tue)

18:45 - 22:15

3

10-Dec-2022 (Sat)

13:00 - 19:30

4

13-Dec-2022 (Tue)

18:45 - 22:15

5

17-Dec-2022 (Sat)

13:00 - 19:30

6

07-Jan-2023 (Sat)

13:00 - 19:30

7

10-Jan-2023 (Tue)

18:45 - 22:15

8

14-Jan-2023 (Sat)

13:00 - 19:30

9

17-Jan-2023 (Tue)

18:45 - 22:15

10

31-Jan-2023 (Tue)

18:45 - 22:15

11

04-Feb-2023 (Sat)

13:00 -19:30

12

07-Feb-2023 (Tue)

18:45 - 22:15

 

 

* The above tentative schedule's for reference only.  Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.

 

There are no specific entry requirements. However, students should check the requirements of the CFA Institute to ensure that they qualify to sit for the CFA examinations.

Course Fee
  • HK$12,300 (including a comprehensive set of notes and study materials which are non-refundable)
  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Chartered Financial Analyst Level 1 Education Programme
特許金融分析師一級研習課程
COURSE CODE 23Z01930-4 FEES $12,300 ENQUIRY 2867-8468
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.
The Office of the Continuing Education Fund does not have record of registration of this course under the Qualifications Framework*
*This course is CEF reimbursable before the establishment of the Qualifications Framework

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and the applicant’s name.. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying  “Course Application” on the envelope.  HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque or PPS (for online payment only) will normally be reimbursed by a cheque, and fees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to "HKU SPACE" to any of our enrolment centres.