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Accounting & Finance FinTech and Financial Intelligence

Certificate for Module (Robotic Process Automation with Business and Financial Applications)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
Application Code

Study mode
Start Date
03 Aug 2024 (Sat)
Next intake(s)
Oct 2024
1 month to 2 months
Course Fee
HK$9600 per programme
Deadline on 19 Jul 2024 (Fri)
2867 8331
2861 0278
Apply Now

Today and Upcoming Events

Jun 2024

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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.

Accept new applications for Aug 2024 intake! There will be practical classes in the computer laboratory. Our professional lecturer will discuss the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases from the perspectives of business and finance will be shared.


The programme aims to provide students with essential knowledge of robotic process automation (RPA) in streamlining workflow and improving business operations. It covers the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases of RPA for business and finance will be discussed.  

Programme Details

On completion of the programme, students should be able to
1. explain features and development of robotic process automation (RPA) for enterprises;
2. outline key processes and implementation of RPA; 
3. apply computational tools to implement RPA and develop task automation; and
4. discuss cases, applications and implications of RPA for business and finance.


Application Code 2240-FN061A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 10:00am - 5:00pm
  • 30 hours per programme
  • Kowloon East Campus
  • Kowloon West Campus
  • Hong Kong Island Campus


Course Content:

(1) Introduction to Robotic Process Automation (RPA)

  • Emergence of RPA
  • Evolution of RPA
  • Robotic Process Automation (RPA) vs Automation vs Artificial Intelligence (AI)
  • Introduction to RPA tools
  • Challenges and opportunities of RPA for enterprises
  • RPA best practices


(2) Implementations and applications of RPA for business and finance

  • Key Processes of Robotic Process Automation
    • Overview of RPA lifecycle
    • Workflow design of RPA
    • Cost and manpower saving of RPA
    • Common development tools for RPA
    • Scheduling for RPA
    • Error handling of RPA
    • Centralized management of RPA
    • Implementation of RPA with AI and Optical Character Recognition (OCR)  
    • Operational improvements for business
  • Practical applications and implementations, business cases and managerial issues of RPA
    • Automation of email notification
    • Automation of order input from email 
    • Automation of retrieving cost information for financial decision making
    • Automation of retrieving competitors' pricing from websites
    • Automation of invoice input from hardcopy using OCR 
    • Business cases of RPA from managerial perspectives
    • RPA for Business: Key Performance Indicator (KPI) Management and Dashboard for RPA productivity
    • RPA for Accounting, Finance and Banking sectors: loan processing and validation, trade finance, funds transfers, Know Your Customer (KYC), fund transfer, financial reconciliation
    • Data privacy, risks and compliance issues of RPA
    • Organizational impacts, business implications and managerial issues of RPA


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 (Robotic Process Automation with Business and Financial Applications) within the HKU system through HKU SPACE.



(1) Mr. Osmond Li
Mr. Li has over 25 years of hands-on experience managing complex multi-national IT projects. As the Head of Enterprise Development & Database Administration of Group IT at Dah Chong Hong Holdings Ltd., Osmond oversees the architecture and implementation of various business applications including automotive management systems, supply chain management systems, warehouse management systems, data warehouse, BI analytics & mobile applications. In addition, he is responsible for managing the IT development teams in Hong Kong & China, as well as database administration team. Prior to joining Dah Chong Hong, Osmond served as a consultant at Oracle Consulting and was responsible for implementing the clients’ IT projects.
Recently, Mr. Li served as the chief architect for Robotic Process Automation (RPA) to automate the manual business processes with modern state-of-art design. Furthermore, as the Head of Enterprise Development, Osmond strives to deliver excellence in quality and has attained the certification for Automation Anywhere Certified RPA Professional in 2020. His passion & teamwork skills have successfully transformed the teams to a digital RPA team.
Mr. Li holds a BSc in Engineering from University of Hong Kong & a MBA from Heriot-Watt University. Osmond also holds Microsoft Certified Azure Data Scientist & AI Engineer. In his spare time, Osmond is dedicated to many charitable activities and has been a church mentor at a youth fellowship for more than 18 years.

(2) Dr. Roy Wong
Dr. Wong has more than twenty-five years hands-on experience in design and development of Enterprise Architecture and Software.  He is the Principal Consultant for E-Mars Intelligent Technology LTD now. He is full of enthusiasm in providing professional consulting services and AI related learning course for clients in China, Hong Kong and South Asia.
Dr. Wong received his Doctor of Engineering in The Hong Kong Polytechnic University in 2020. He is a specialist in computer vision system. Dr. Wong has one granted patent and one pending patent in this specific area. Both patents involve the innovation of machine learning. Before obtaining the Doctoral degree, Dr. Wong has five master's degree in Electronic and Information Engineering, Software Technology, Software Engineering, Signal Processing, Business Administration and Psychology. 

Class Details


Aug 2024 intake

Lecture Date Time
1 3 Aug 24 (Sat) 10:00-13:00 & 14:00-17:00
2 10 Aug 24 (Sat) 10:00-13:00 & 14:00-17:00
3 17 Aug24 (Sat) 10:00-13:00 & 14:00-17:00

24 Aug 24 (Sat)

10:00-13:00 & 14:00-17:00
5 31 Aug24 (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 : HK$9600 per programme

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognized institution. Those with a business, IT or computer science background would have an advantage.

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 (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)
COURSE CODE 33C134357 FEES $9,600 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 (Robotic Process Automation with Business and Financial Applications)

  • 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.