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。 090 Accounting & Finance 會計及金融 Investment Management 投資管理 Business Valuation and Financing Programme Code: FINA9308 S Application Code: 2035-1857NW 2867 8476 finedec@hkuspace.hku.hk This module is designed to provide students with an understanding of the methods of business valuation. Topics include: an overview of the financing process, the pros and cons of using financial ratios and interpretations of financial statements, as well as a review of the shortcoming of capital budgeting tools. HK$7,500 5 weeks Cantonese, suppl with English CFA Practical Skills Module Workshop Series CFA Practical Skills Module Workshop Series (Analyst Skills) Programme Code: FINA9368 S Application Code: 2365-2125NW 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 (Due Diligence) Programme Code: FINA9385 S Application Code: 2365-1689NW 2867 8468 cfa@hkuspace.hku.hk This is a 12-hour short course to focus on CFA Practical Skills Module. The workshop equips students with practical skills to evaluate and execute private equity deals, covering opportunity screening, valuation, due diligence, and exit strategies. Students will learn to assess financial, legal, and operational risks across the deal lifecycle. Through interactive content, they will gain the tools and confidence to manage private market investments and support informed, value-driven decisionmaking. 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$4,800 12 hours Cant, supp with English (lecture materials in Eng) CFA Practical Skills Module Workshop Series (Financial Modeling) Programme Code: FINA9366 S Application Code: 2365-2150NW 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) CFA Practical Skills Module Workshop Series (Managing Private Wealth Clients) Programme Code: FINA9384 S Application Code: 2365-1687NW 2867 8468 cfa@hkuspace.hku.hk This is a 12-hour short course to focus on CFA Practical Skills Module. This workshop places learners in the role of a wealth advisor, guiding newly liquid clients through investment planning. Learners will practice building cash flow models, managing behavioural biases, optimising asset allocation in Excel, and using data visualisation to support decisions. It also covers running effective client meetings with coaching techniques. Interactive activities reinforce skills for real-world private wealth management. 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$4,800 12 hours Cant, supp with English (lecture materials in Eng) CFA Practical Skills Module Workshop Series (Portfolio Development and Construction) Programme Code: FINA9382 S Application Code: 2370-1371NW 2867 8468 cfa@hkuspace.hku.hk This is a 12-hour short course to focus on CFA Practical Skills Module. The workshop equips learners with skills in crafting Investment Policy Statements, understanding behavioural finance, and applying portfolio optimisation techniques. It emphasises asset allocation and performance evaluation as essential for managing long-term portfolios like endowments. Through interactive content, learners gain practical expertise in maintaining resilient, data-driven investment strategies in dynamic financial environments. 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$4,800 12 hours Cant, supp with English (lecture materials in Eng) CFA Practical Skills Module Workshop Series (Practical Macro) Programme Code: FINA9383 S Application Code: 2370-1564NW 2867 8468 cfa@hkuspace.hku.hk This is a 12-hour short course to focus on CFA Practical Skills Module. The workshop provides hands-on experience in applying macroeconomic analysis to investment decisions through scenario-based learning. Learners will learn to assess economic conditions, forecast market trends, and make informed recommendations. Moreover, learners will be confident in integrating macro insights into portfolio strategies, enhancing their ability to respond to shifting economic environments with practical, data-driven decisions. 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$4,800 12 hours Cant, supp with English (lecture materials in Eng)
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