059 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 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 家族辦公室證書 課程編號：FN094A 報名代碼：2355-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 Certificate for Module (Family Office Management Strategy) Programme Code: FN077A Application Code: 2350-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. 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 Certificate for Module (Legal and Regulatory Practices for Family Office) Programme Code: FN134A Application Code: 2350-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. 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 (Family Dynamics and Psychological Aspects in Wealth Management) Programme Code: FN135A Application Code: 2385-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
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