This is an exempted course under the Non-Local Higher and Professional Education (Regulation) Ordinance. 根據《非本地高等及專業教育（規管）條例》，本課程屬獲豁免課程。 It is a matter of discretion for individual employers to recognize any qualification to which this course may lead. 個別僱主可酌情決定是否承認本課程可令學員獲取的任何資格。 These are exempted courses under the Non-Local Higher and Professional Education (Regulation) Ordinance. 根據《非本地高等及專業教育（規管）條例》，這些課程屬獲豁免課程。 It is a matter of discretion for individual employers to recognize any qualification to which these courses may lead. 個別僱主可酌情決定是否承認這些課程可令學員獲取的任何資格。 The course operator is applying for exemption under the Non-local Higher and Professional Education (Regulation) Ordinance. 課程主辦人正根據《非本地高等及專業教育（規管）條例》辦理豁免註冊手續。 It is a matter of discretion for individual employers to recognize any qualification to which this course may lead. 個別僱主可酌情決定是否承認本課程可令學員獲取的任何資格。 062 Accounting & Finance 會計及金融 Financial Services and Insurance 金融服務和保險 Certificate for Module (CFA Level III Examination Preparatory Programme) Programme Code: FN091A Application Code: 2185-FN091A 2867 8468 cfa@hkuspace.hku.hk The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically. Applicants should hold a degree awarded by a recognised institution. Applicants should check with the CFA Institute that they are eligible to attempt the examination. HK$17,800 2 months to 3 months English Level 6 (Reg. No.: 22/001004/L6) Validity Period: 01 Dec 2022 - on-going Certificate for Module (Insurance Contract and Compliance) Programme Code: AC107A Application Code: 2175-AC107A 2867 8474 / 2867 8314 pgdipmi@hkuspace.hku.hk 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. Applicants shall: - hold a bachelor’s degree awarded by a recognized institution or - a recognized professional qualification plus five years of full-time work experience at senior managerial level in related industries AND provide evidence of English proficiency (if the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English) such as: - an overall band of 6.0 or above with no subtests lower than 5.5 in the IELTS; or - a score of 550 or above in the paper-based TOEFL, or a score of 213 or above in the computer-based TOEFL, or a score of 80 or above in the internet-based TOEFL; or - HKALE Use of English at Grade E or above; or - HKDSE Examination English Language at Level 3 or above; or - equivalent qualifications. Applicants with other qualifications and relevant work experience will be considered on individual merit. HK$8,000 per programme Application Fee: HK$150 33 hours English Level 6 (Reg. No.: 21/001079/L6) Validity Period: 01 Oct 2021 - on-going Chartered Financial Analyst Refresher Course - Level 1 Programme Code: FINA9277 S Application Code: 2180-2567NW 2867 8468 cfa@hkuspace.hku.hk This is a 10-hour short course to focus on CFA level 1 exam questions. 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. HK$3,300 10 hours Cantonese, suppl with English Chartered Financial Analyst Refresher Course - Level 2 Programme Code: FINA9278 S Application Code: 2185-1437NW 2867 8468 cfa@hkuspace.hku.hk This is a 10-hour short course to focus on CFA level 2 exam questions. Students are assumed to have the knowledge required for the CFA syllabus and this course will help them go through different type of questions step-by-step and the relevant tricks required to tackle these questions. 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. HK$3,300 10 hours Cantonese, suppl with English Chartered Financial Analyst Refresher Course - Level 3 Programme Code: FINA9324 S Application Code: 2235-1335NW 2867 8468 cfa@hkuspace.hku.hk This is a 10-hour short course to focus on CFA level 3 exam questions. Students are assumed to have the knowledge required for the CFA syllabus and this course will help them go through different type of questions step-by-step and the relevant tricks required to tackle these questions. 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. HK$3,300 10 hours Cantonese, suppl with English CFA Practical Skills Module Workshop Series CFA Practical Skills Module Workshop Series (Analyst Skills) Programme Code: FINA9368 S Application Code: 2190-1741NW 2867 8468 cfa@hkuspace.hku.hk This is a 9-hour short course to focus on CFA Practical Skills Module. Students will learn the skills required for success as buy-side and sell-side equity research analysts. Students will also explore how to conduct thorough industry research, research companies strategically, forecast accurately, identify mispricings, and make recommendations based on their work. HK$3,600 9 hours Cant, supp with English (lecture materials in Eng) CFA Practical Skills Module Workshop Series (Financial Modeling) Programme Code: FINA9366 S Application Code: 2190-1747NW 2867 8468 cfa@hkuspace.hku.hk This is a 9-hour short course to focus on CFA Practical Skills Module. Students will learn how to build three-statement financial models as it is done on Wall Street. Students will explore best practices, discover optimal model flow and design, strengthen Excel practical skills and tackle more complex modeling cases in practice. HK$3,600 9 hours Cant, supp with English (lecture materials in Eng)
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