063 For more and latest programme information, please visit our website 有關最新課程資訊及詳情，請瀏覽學院網站 hkuspace.hku.hk Minimum Entry Requirements 基本入學要求（P.017） Fee 學費 Duration 修業期 Medium of Instruction 教學語言 Qualifications Framework 資歷架構 Exemption 豁免 Short Course 短期課程 See legend on page 033 圖像說明於第033頁 Accounting & Finance 會計及金融 Family Office 家族辦公室 證書（單元：家族辦公室之環球稅務及信託安排） 課程編號：FN096A 報名代碼：2455-FN096A 2867 8476 ecfomwi@hkuspace.hku.hk 本課程旨在介紹學員家族辦公室之環球稅務及信託安排。透過教授相關的知識，讓 學員了解信託法的概念、遺產及熱門國家的稅務條例要點。通過環球案例分享，學 員能為高端客戶提供環球稅務及信託安排的具體財務配置計劃。 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$7,800 報名費用：HK$150 30小時 粵語輔以英語 資歷架構級別：3 資歷名冊登記號碼：23/000236/L3 資歷名冊登記有效期：2023年4月1日 - 持續有效 Certificate for Module (Legal and Regulatory Practices for Family Office) Programme Code: FN134A Application Code: 2450-FN134A 2867 8476 / 2975 5767 pgdfosm@hkuspace.hku.hk This programme will equip students with a detailed understanding of the regulatory environment, legal structures, and reporting requirements for family office, as well as the key legal considerations and strategies for lawyers working with family office. This includes exploring the use of trusts, wills, and other instruments in family office planning and succession, as well as the legal implications of managing various family office assets and engaging in charitable and philanthropic activities. After completing the programme, students will be equipped with the knowledge and skills to address family office’s unique regulatory, structural, and asset-related needs. 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.: 25/000636/L6) Validity Period: 01 Jul 2025 - on-going Certificate for Module (M&A and Private Equity Strategy for Family Office) Programme Code: FN136A Application Code: 2370-FN136A 2867 8476 / 2975 5767 pgdfosm@hkuspace.hku.hk This programme aims to provide students with essential knowledge in Private Equity and M&A markets. It will discuss various issues such as the development of Private Equity and M&A in different regions; the structuring and executing of Private Equity and M&A; the considerations and processes involved in Private Equity and M&A transactions; updated legal and regulatory developments in Hong Kong. Reallife cases will also be discussed. After completing the programme, students will understand how Private Equity and M&A help with family office growth. 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.: 25/000638/L6) Validity Period: 01 Jul 2025 - on-going Certificate for Module (Multi-Generational Wealth Inheritance Strategy for Family Office) Programme Code: FN137A Application Code: 2385-FN137A 2867 8476 / 2975 5767 pgdfosm@hkuspace.hku.hk This programme aims to provide students with multi-generational wealth inheritance strategies for high-net-worth families. It will cover a range of topics including portfolio management constraints, discussing risk concepts, behavioral biases, asset class returns, passive vs. active strategies, equity securities, fixed income analysis, immunisation strategies, and derivatives securities. After completing the programme, students will grasp essential insights into effective portfolio management practices for family office. 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$18,000 Application Fee: HK$150 39 hours English Level 6 (Reg. No.: 25/000639/L6) Validity Period: 01 Jul 2025 - on-going
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