Main content start
Change.每天多學一點 改變.可大可小

Accounting & Finance FinTech and Financial Intelligence

Certificate for Module (Business Process Automation with VBA and Python)
證書(單元:商業流程自動化 – VBA及Python)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
Application Code

Study mode
Start Date
20 Jul 2024 (Sat)
Next intake(s)
Sep 2024
1 month to 2 months
Course Fee
Course Fee: $9900 per programme (* course fees are subject to change without prior notice)
Deadline on 05 Jul 2024 (Fri)
2867 8331
2861 0278
Apply Now

Today and Upcoming Events

Jun 2024

Online Executive Certificate / Diploma Information Seminar - Big Data & FinTech Series (24 Jun 2024)

The recent advances in Big Data and AI have major impact on the investment and trading community.  Now different types of alternative data from news, social sentiment to satellite images can be used to construct and manage investment portfolios. Moreover, Machine Learning is applied to stock price predictions while Reinforcement Learning (Alpha-Go) technique is employed into trading strategies discovery. This programme is suitable for degree holders and Executives who wish to enhance their knowledge and current market practices in the Big Data and FinTech series. Seminar topics: Course details, entry requirements, assessment requirements. This information seminar provides details about: -Executive Diploma in Financial Analytics  行政人員文憑《金融數據分析》 -Executive Certificate in Banking and Financial Technology  行政人員證書《銀行及金融科技》 -Executive Certificate in Big Data and Business Analytics  行政人員證書《大數據與業務分析》 -Executive Certificate in Big Data and Predictive Analytics  行政人員證書《大數據與預測分析》 -Executive Certificate in Big Data, A.I. and Investing  行政人員證書《大數據,人工智能與投資》 -Executive Certificate in Applications of Blockchain in Financial Technology  行政人員證書《區塊鏈在金融科技的應用》 -Executive Certificate in Applied AI and Predictive Analytics for Business  行政人員證書《應用人工智能與商業預測分析》 -Executive Certificate in AI and Deep Learning in Quantitative Finance  行政人員證書《量化投資:人工智能與深度學習》 -Executive Certificate in Applied Business Analytics and Decision Optimization  行政人員證書《應用商業分析與決策優化》 -Executive Certificate in Interpretation and Visualization of Business Big Data  行政人員證書《商業大數據視覺化及資訊演繹》 -Executive Certificate in Financial Decision Making: Big Data and Machine Learning  行政人員證書《財務決策:大數據及機器學習》 -Executive Certificate in Text Analytics and NLP with Financial Technology 行政人員證書《金融科技:文字分析與自然語言處理》 -Certificate for Module (Big Data Governance and Data Compliance)  證書(單元 : 大數據治理及數據合規) -Certificate for Module (Business Analytics and Web Scraping)  證書(單元 : 商業分析及網站擷取) -Certificate for Module (Robotic Process Automation with Business and Financial Applications)  證書(單元:機械人流程自動化於商業與財務應用) -Certificate for Module (Distributed Ledger and Blockchain with Business Applications)  證書(單元 : 分散式帳本與區塊鏈的商業應用) -Certificate for Module (Business Intelligence and Data Automation)  證書(單元 : 商業智能與數據自動化) -Certificate for Module (Business Process Automation with VBA and Python)  證書(單元:商業流程自動化 – VBA及Python) -Certificate for Module (Business Forecasting and Predictive Analytics for Financial Decision Making)  證書(單元:財務決策的商業分析與預測) -Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) 證書(單元 : 股票投資的數據與技術分析) -Certificate for Module (Sustainable Finance and Green FinTech) 證書(單元 : 可持續金融與綠色金融科技) -Certificate for Module (Generative AI, DeFi and Risk Governance) 證書(單元 : 生成式人工智能、去中心化金融與風險管治) -Certificate for Module (Web 3.0 and FinTech) 證書(單元 : 第三代互聯網與金融科技) -Certificate for Module (GenAI and Automation for Finance and Business) 證書(單元 : 生成式人工智能及金融與業務自動化) -Certificate for Module (Financial Data Analytics with Python and Power BI) 證書(單元 : 金融數據分析–Python 及Power BI) -Certificate for Module (AI and ML with Business and Financial Applications) 證書(單元 : 人工智能與機器學習 - 商業與財務應用) -Certificate for Module (Financial Informatics and Data Analytics) 證書(單元 : 金融信息學與數據分析) -Certificate for Module  (Web Application Programming for Finance and Business) 證書(單元:金融與商業網頁應用編程) Unable to join us at the Information Seminar? Email to for One-on-One after-office-hour consultation, by appointment only.

Confirmed launch for the Jul intake! There are practical classes in the computer laboratory. Business process automation applies contemporary technology to automate complex and routine business processes. The programme also covers technical skills using VBA and Python to automate business processes. Our professional lecturer will provide hands-on practice in process automation, from development to implementation. Welcome to your online application!


The programme aims to impart the essential knowledge of process automation to students and equip them with automation techniques in the business. It adopts a contemporary project management approach to business process automation. It also examines the emerging business opportunities and challenges in its planning and implementation of process automation. 


Programme Details

On completion of the programme, students should be able to

1. describe the contemporary trends of process automation and explain the opportunities and challenges of business process automation;

2. outline key steps in process automation project management and illustrate the significance of each step;   

3. apply computational tools to implement process automation; and

4.  discuss development of process automation and practical cases for business.

Application Code 2235-FN079A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 10:00am - 17:00pm
  • 30 hours per programme
  • Hong Kong Island Campus
  • Kowloon East Campus
  • Kowloon West Campus


Course Content :

(1) Introduction to business process automation

  • Introduction to automation
    • Process automation
    • Robotic process automation
    • Intelligent process automation
  • Overview of the technological building blocks related to process automation
  • Contemporary tools for process automation
  • Challenges and opportunities of business process automation
  • Business implications of process automation

(2) Introduction to project management for business process automation

  • Methodologies of project management
  • Key steps in project management and business process automation
  • Organizational issues of business process automation projects

(3) Business process automation with VBA

  • Fundamental of VBA syntax and related packages
  • Development of user cases
    • Spreadsheet ETL (extract, transform and load)
    • Calculation
    • Formatting
    • Function creation
  • Business and finance applications: financial news screening and loan application screening

(4) Business process automation with Python

  • Fundamentals of Python syntax and related packages
  • Development of user cases
    • Data source management
    • Automation development for browser-based functions
    • Automation development for application-based functions
    • Automated reporting: tabular and graphic formats
    • Common algorithm used in automation: fuzzy matching and standard deviation  
  • Business and finance applications: Investment portfolio analysis and financial reporting

(5) Development and implementation of business process automation

  • Analysis of business operations
  • Goals and tasks for business process automation
  • Project lifecycle
  • Business requirement document development
  • Workflow design
  • Project budget management and financial analysis
  • Development and testing the automated processes
  • Change management with business process automation
  • Productivity measurement and improvement 
  • Risk management and control
  • Business case studies in process automation

Assessment method: Two in-class exercise + Group Project Presentation

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded with the certificate for module(Business Process Automation with VBA and Python)



(1) Mr Hong Lin 

Mr Lin is an Assistant Vice President in Citigroup Global Markets. He possesses solid and practical experience in project development of Fintech and digital transformation across retail and institutional businesses in Citigroup. He acts as an innovator by promoting big data analytics and managing a series of automation projects, covering the full process from streamlining to solution delivery with Automation Anywhere, Python, and VBA. Recently, his primary task is to digitalize the business risk management for the bank’s prime brokerage business with data and automation technologies.

Mr Lin started his career journey as a business intelligence engineer focusing on Fintech solution development and sales opportunities discovery thru data analysis. In 2017, he engaged in an AI Financial Advisory development by backward engineering trading strategies and analysing financial news with Natural Language Processing techniques (NLP) in Ping An Securities. In 2018, Mr Lin led a market research project to optimize product lines by analysing more than 100,000 lines of customer reviews on the Internet with web-scraping and NLP.

He graduated from the University of California, Davis with a Bachelor of Science degree in Managerial Economics Development, and the Hong Kong University of Science and Technology with a Master of Science degree in Business Analytics.


(2) Mr Jackie Liu

Mr. Jackie Liu is a quantitative strategist currently serving at a top-tier global investment bank. With a career spanning over a decade, Mr. Liu is specialized in developing fintech solutions and big data analytics encompassing equity, fixed income, and currency products. While his skills and expertise are recognized by The British Computer Society as he is a Chartered IT Professional (CITP), he is interested in simplifying intricate technical concepts with practical real-world examples to create an enjoyable learning environment during his lectures.

Grounded in hands-on professional experience and enriched by years of academic training, Mr. Liu holds a Master of Science degree in Data-driven Modelling from The Hong Kong University of Science and Technology, as well as a Master of Science degree with Distinction in Computer Science from The University of Hong Kong, after graduating from The Chinese University of Hong Kong with a major in Computer Science and a minor in Business Administration.



Class Details


Lecture Date Time
1 20 Jul 24 (Sat) 10:00-13:00 & 14:00-17:00
2 27 Jul 24 (Sat) 10:00-13:00 & 14:00-17:00
3 3 Aug 24 (Sat) 10:00-13:00 & 14:00-17:00
4 10 Aug 24 (Sat) 10:00-13:00 & 14:00-17:00
5 17 Aug 24 (Sat) 10:00-13:00 & 14:00-17:00

Remarks: Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers.


Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $9900 per programme (* course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree preferably in the areas of business and statistics (e.g., mathematics, statistics, computer science, IT, engineering, economics or finance) awarded by a recognized institution.

Applicants with other equivalent qualifications will be considered on individual merit.


  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Business Process Automation with VBA and Python)
證書 (單元:商業流程自動化 – VBA及Python)
COURSE CODE 33C14011A FEES $9,900 ENQUIRY 2867-8331
Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (Business Process Automation with VBA and Python)

  • This course is recognised under the Qualifications Framework (QF Level [5])


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.


  • 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.