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。 060 Accounting & Finance 會計及金融 Family Office 家族辦公室 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 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：2340-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 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：2335-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
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