Accounting & Finance FinTech and Financial Analytics
Today and Upcoming Events
Confirm launch for Nov 2024 intake! There are practical classes in the computer laboratory. Financial data analytics is widely applied in analyzing and predicting financial data and asset price movement. Python programming, introduction to Python libraries, financial analytics and model building will be covered. Also, data extraction, transformation and loading using Python and Power BI will be illustrated. Introduction to data analysis expressions (DAX), data visualization and dashboard design using Power BI will be discussed.
Programme Overview
Highlights
Programme Details
Intended Learning Outcomes (ILOs) of the Programme
On completion of the programme, students should be able to
- explain the principles of financial analytics and techniques of data analytics;
- apply Python for data wrangling and financial model building;
- use Power BI for data visualisation and dashboard design; and
- perform financial data analytics and evaluate business strategies.
Application Code | 2255-FN106A | Apply Online Now |
Apply Online Now |
Days / Time
- Mon, Thu, 7:00pm - 10:00pm
- 30 hours
- Hong Kong Island Learning Centre
- Kowloon West Campus
- Kowloon East Campus
Modules & Class Details
Modules
Syllabus
(1) Principles of financial data analytics
- Fundamentals of data science and data analytics
- Overview of technological elements for data analytics
- Introduction to data wrangling and data cleaning
- Basic characteristics of financial data and techniques of data analytics
(2) Financial data analytics with Python
- Overview of the Python and programming platform
- Basic Python coding: data types, operators, if statement, loop, exceptional handling
- Introduction to Python library
- Data wrangling and cleaning for financial data: Pandas, Numpy, Scipy
- Statistics and financial data visualisation: Matplotlab, Seaborn, plotly
- Web scraping tools for financial data: Selenium, Beautiful Soup, yfinance, investpy
- Financial analytics and model building
(3) Financial data analytics with Power BI
- Introduction to Power BI and the role of business intelligence
- Exploration of the Power BI desktop interface
- Data source from Excel and Python for Power BI
- Overview of data extraction, transformation and loading using Python and Power BI
- Data manipulation and Power BI desktop queries
- Introduction to data analysis expressions (DAX)
- Key performance indicators for decision-making
- Data visualisation and dashboard design using Power BI
- Analysis and report in Power BI and storytelling with financial data
- Business strategies and financial performance improvement
Assessment method: One individual assignment + Group Project Presentation
Award
Upon successful completion of the programme, students who have passed the assessments with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a “Certificate for Module (Financial Data Analytics with Python and Power BI).”
Teacher
(1) Mr Kevin Leung
Mr. Leung is a seasoned accountant with advanced data analytics and programming skills. He worked at several leading corporations in different industries and supervised teams to drive technological innovation in finance operations. He is also a lecturer, teaching financial analytics and business management courses. He holds an MSc (Distinction) in Business Analytics from the Hong Kong Polytechnic University and a BA (First Class Honours) in Integrated Business and Global Studies from Centennial College. He published a research paper on big data analytics in a reputable journal. Through his professional and academic background, he would like to share his experience in building financial and statistical models by spreadsheet and programming, applying ERP and BI software to data analysis and automating operational processes.
Class Details
Timetable
Lecture | Date | Time |
1 | 19 Nov 24 (Tue) | 19:00-22:00 |
2 | 20 Nov 24 (Wed) | 19:00-22:00 |
3 | 26 Nov 24 (Tue) | 19:00-22:00 |
4 | 27 Nov 24 (Wed) | 19:00-22:00 |
5 |
3 Dec 24 (Tue) |
19:00-22:00 |
6 | 4 Dec 24 (Wed) | 19:00-22:00 |
7 | 10 Dec 24 (Tue) | 19:00-22:00 |
8 | 11 Dec24 (Wed) | 19:00-22:00 |
9 | 17 Dec 24 (Tue) | 19:00-22:00 |
10 | 18 Dec24 (Wed) | 19:00-22:00 |
Remarks: Tentative timetable is subject to change, and course commencement is subject to sufficient enrollment numbers.
Fee & Entry Requirements
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 awarded by a recognised institution. Those with a business, accounting, finance, economics, mathematics, statistics, science, engineering, IT or computer science background would have an advantage.
Applicants with other equivalent qualifications will be considered on individual merit.
CEF
- The CEF Institution Code of HKU SPACE is 100
CEF Courses | ||
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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) |
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COURSE CODE 33C158655 | FEES $9,900 | ENQUIRY 2867-8331 |
Continuing Education Fund This course has been included in the list of reimbursable courses under the Continuing Education Fund. |
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Certificate for Module (Financial Data Analytics with Python and Power BI)
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Enrolment MethodOnline Enrolment
HKU SPACE provides 24-hour online application and payment service for students to apply to selected award-bearing programmes and to enrol in most open admission courses (courses enrolled on a first come, first served basis) via the Internet. Applicants may settle the payment by using either "PPS by Internet" (not available via mobile phones), VISA or Mastercard online. Online WeChat Pay, Online AliPay and Faster Payment System (FPS) are also available for continuing enrolment in the same programme, if online service is offered.
For first time enrolment
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Complete the online application form
Applicant may click the icon on the top right-hand corner of the programme/course webpage to make online application, and then follow the instructions to fill in the online application form.
Some programmes/courses may admit by selection, and may require applicants to provide electronic copy of any required documents (e.g. proof of qualification) as indicated on the programme/course webpage. Only file format in doc, docx, jpg and pdf are supported. -
Make Online Payment
Pay the application or programme/course fees by either using:
"PPS by Internet" - You will need a PPS account and a PPS Internet password. For information on how to open a PPS account and how to set up a PPS Internet password, please visit http://www.ppshk.com.
*Credit Card Online Payment - Course fees can be paid by VISA or Mastercard including the “HKU SPACE Mastercard”.
* HKU SPACE Mastercard cardholders who wish to enjoy 10-month interest free instalment scheme must pay their tuition fees in person at any of our HKU SPACE Enrolment Centres.
To know more about first-time online application/enrolment and payment, please refer to the user guide of Online Application / Enrolment and Payment:
For continuing enrolment in the same programme
Selected programmes offer online continuing enrolment service. Programme staff will inform students if they offer this service and offer further enrolment details.
Online Payment can be made via "PPS by Internet" (not available via mobile phones), VISA or Mastercard, Online WeChat Pay, Online AliPay and Faster Payment System (FPS)
In Person / Mail
For first time enrolment
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For first come, first served short courses, complete the Application for Enrolment Form SF26 and bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
[Download Enrolment Form SF26] -
Award-bearing and professional courses may require other information. Forms are usually available at the enrolment centres or on request from programme staff. Bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
For continuing enrolment in the same programme
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The standard ‘Enrolment/Payment Slip’ is designed for students of award-bearing programmes or remaining programmes in a suite of programmes requiring continuing enrolment and it applies to most programmes.
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Students should complete the “Enrolment/Payment Slip” which will be made available by relevant programme staff and return the slip to any HKU SPACE enrolment centre or post it to the relevant programme staff with appropriate fee payment.
Please refer to available Payment Methods for fee payment information. If you are in doubt about the procedures, please check the individual course details, or contact our programme staff or enrolment centres.
Please note the followings for programme/course enrollment:
- To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Google Chrome is recommended.
- Applicants should not leave the online application idle for more than 10 minutes. Otherwise, applicants must restart the application process.
- Only Early Bird Discount is supported for Online Applicants (Application). To enjoy other types of discount, please visit one of our enrolment centres.
- During the online application process, asynchronous application and payment submission may occur. Successful payment may not guarantee successful application. In case of unsuccessful submission, our programme staff will contact you shortly.
- Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
- For online enrolment, a payment confirmation page would be displayed after payment has been made successfully. In addition, a confirmation email would also be sent to your email account. You are advised to keep your payment confirmation for future enquiries.
- Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
- If admission is by selection, the official receipt is not a guarantee that your application has been accepted. We will inform you of the result as soon as possible after the closing date for application. Unsuccessful applicants will be given a refund of programme/course fee if already paid.
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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 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 personal information and 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 (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, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment for details.
Notes
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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 Enrolment Centres and avoid making cheque payment under this circumstance.
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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, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment.
- 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.
- HKU SPACE will not be responsible for any loss of payment, receipt, or personal information 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.
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