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 Family Office 家族辦公室 Postgraduate Diploma in Family Office and Succession Management Programme Code: FN133A Application Code: 2350-FN133A 2867 8476 pgdfosm@hkuspace.hku.hk The programme aims to provide students with a detailed understanding of the multifaceted aspects of family office management. Through a blend of theoretical knowledge and practical applications, the programme seeks to equip students with the necessary skills to navigate the intricate landscape of family wealth management. It will cover a range of topics such as governance structure, investment strategies, succession planning, and ethical considerations specific to family office. The programme helps to cultivate family office professionals to address the evolving needs and complexities of affluent families and their enterprises. After completing the programme, students will be capable of providing professional advice in the specialised realm of family office businesses. Applicants shall hold a bachelor’s degree awarded by a recognised institution. Those with a business-related degree would have an advantage. If the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency, 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 will be considered on individual merit. HK$15,000 – HK$18,000 per module Application Fee: HK$150 1-3 year English Level 6 (Reg. No.: 25/000599/L6) Validity Period: 01 Jul 2025 - on-going Certificate for Module (Family Dynamics and Psychological Aspects in Wealth Management) Programme Code: FN135A Application Code: 2390-FN135A 2867 8476 / 2975 5767 pgdfosm@hkuspace.hku.hk This programme will equip family office professionals with essential tools to navigate complex family dynamics while effectively managing wealth. Students will develop skills in cross-generational communication, decision-making, conflict resolution, and motivation of next-generation family members. They will learn how to manage intergenerational wealth transfers, implement family governance structures, and navigate cultural nuances specific to family office. The programme will emphasise practical applications to preserve family harmony and balance financial goals with family well-being in the context of family office management. Applicants shall hold a bachelor’s degree awarded by a recognised institution. Those with a business-related degree would have an advantage. If the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency, 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 will be considered on individual merit. HK$15,000 Application Fee: HK$150 30 hours English Level 6 (Reg. No.: 25/000637/L6) Validity Period: 01 Jul 2025 - on-going 家族辦公室證書 課程編號：FN094A 報名代碼：2455-FN094A 2867 8476 ecfomwi@hkuspace.hku.hk 本課程旨在令學員了解家族辦公室的功能和運作。透過家族辦公室實例個案，指導 學員如何有效地為高端客戶提供投資管理策略和執行的具體方案。 申請人應持有副學士學位/高級文憑或同等學歷。 申請人如持有其他同等學歷；或21歲以上及擁有三年理財及財富管理相關工作經驗者，學院 將會作個別考慮。 HK$25,800 報名費用：HK$150 99小時 粵語輔以英語 資歷架構級別：3 資歷名冊登記號碼：23/000234/L3 資歷名冊登記有效期：2023年4月1日 - 持續有效 證書（單元：家族辦公室成立及資產配置） 課程編號：FN095A 報名代碼：2440-FN095A 2867 8476 ecfomwi@hkuspace.hku.hk 本課程旨在教授學員如何成立家族辦公室，相關的資產配置技巧與注意事項。課程 內容包括家族辦公室的概念、營運模式、資產配置、策略選擇與執行步驟。完成課 程後，學員能夠因應客戶需要，成立家族辦公室，並提供投資策略建議和訂立確切 的執行計劃。 申請人應持有副學士學位/高級文憑或同等學歷。 申請人如持有其他同等學歷；或21歲以上及擁有三年理財及財富管理相關工作經驗者，學院 將會作個別考慮。 HK$10,200 報名費用：HK$150 39小時 粵語輔以英語 資歷架構級別：3 資歷名冊登記號碼：23/000235/L3 資歷名冊登記有效期：2023年4月1日 - 持續有效 Certificate for Module (Family Office Management Strategy) Programme Code: FN077A Application Code: 2450-FN077A 2975 5767 / 2867 8476 pgdfosm@hkuspace.hku.hk The programme aims to provide students with essential knowledge in family office management. It will discuss various issues regarding how to establish a family constitution; how to set up a family office in Hong Kong; inheritance, family and business knowledge; and how to handle stakeholders’ disputes. The application of trusts in family offices and real-life cases will be discussed. After completing the programme, students can better understand the processes and contemporary issues related to family office management. Applicants shall hold a bachelor’s degree awarded by a recognized institution. If the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency, such as: i. an overall band of 6.0 or above with no subtests lower than 5.5 in the IELTS; or ii. 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 iii. HKALE Use of English at Grade E or above; or iv. HKDSE Examination English Language at Level 3 or above; or v. equivalent qualifications. Applicants with other qualifications will be considered on individual merit. HK$15,000 per programme Application Fee: HK$150 30 hours English Level 6 (Reg. No.: 22/000160/L6) Validity Period: 01 Mar 2022 - on-going
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