060 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。 Accounting & Finance 會計及金融 Financial Services and Insurance 金融服務和保險 Postgraduate Certificate in Management and Insurance Programme Code: AC123A Application Code: 2180-AC123A 2867 8474 / 2867 8314 pgdipmi@hkuspace.hku.hk The Postgraduate Certificate in Management and Insurance programme is designed to provide students with a broad understanding of risk and insurance. Upon completion of the programme, students are equipped with knowledge in the insurance industry and to develop professional competencies needed to be a leader in the field. The curriculum is designed based on the Specification of Competency Standards (SCSs) of the Insurance Industry in Hong Kong. The programme adopts a practical approach, equipping students with the appropriate level of skills to address the managerial and risk management aspects in the insurance industry under an increasingly stringent regulatory environment. Applicants shall: Ia) hold a bachelor’s degree awarded by a recognized institution or Ib) a recognized professional qualification plus five years of full-time work experience at senior managerial level in related industries AND II) provide evidence of English proficiency (if the degree or equivalent qualification is from an institution where the language of teaching and assessment is not English) 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 and relevant work experience will be considered on individual merit. HK$4,000 Application Fee: HK$150 9 months to 12 months English Advanced Diploma in Financial Planning Programme Code: FN005A Application Code: 2085-FN005A 2867 8468 cfp@hkuspace.hku.hk This programme prepares students for the CFP® Certification Examination (Foundation Level) and CFP® Certification Examination (Advanced Level Paper 1 and Advanced Level Paper 2) organized by the Institute of Financial Planners of Hong Kong. In addition, the programme also enables students to enter Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services degree programme. Besides, degree holders can further their studies in finance postgraduate programmes (e.g., Postgraduate Diploma in Investment Management, Postgraduate Diploma in Investment Management and Financial Intelligence, Postgraduate Diploma in Applied Financial Engineering, Postgraduate Diploma in Finance and Data Analytics, and Postgraduate Diploma in FinTech and Legal Regulations). Business modules HK$3,800 - HK$5,800 AFP module: HK$15,800 CFP level 1 & 2 modules: HK$5,350 each module Application Fee: HK$150 More details 1 year to 2 years Level 4 (Reg. No.: 14/003649/L4) Validity Period: 01 Jan 2015 - on-going Executive Certificate in Marine Insurance Programme Code: EP142A Application Code: 2135-EP142A 2867 8476 ecmi@hkuspace.hku.hk The programme will primarily appeal to financial services executives who wish to equip themselves with latest knowledge in marine insurance for their professional advancement. The secondary target market includes business executives or new graduates who aim to take up opportunities in insurance sector with a focus of marine insurance. (a) hold a bachelor’s degree awarded by a recognized university or equivalent; or (b) hold an Associate Degree/ a Higher Diploma or equivalent, and have at least 2 years of work experience; or (c) hold relevant professional qualifications. Applicants with other qualifications and substantial senior level work experience will be considered on individual merits. HK$9,000 Application Fee: HK$150 3 months English Executive Workshop The Art of Winning Requests for Proposals (RFP) in Financial Services Programme Code: FINA9364 S 2867 8322 susanna.wss.lee@hkuspace.hku.hk Competition of service providers in financial services has never been more brutal. Executives of financial service providers feel increasingly commoditised as clients view themselves and their competitors as much the same. Their win rate in bidding request for proposals (RFP) may be on the decrease. One of the best ways to win RFP is to make sure they understand how and why their clients determine one competitor over another and how outstanding providers align and win the RPF without competing on fees only. How to accelerate the message of service providers with difference, preference and proof is important in winning RFP in financial services. HK$4,500 1 month Certificate for Module (CFA Level I Examination Preparatory Programme) Programme Code: FN089A Application Code: 2090-FN089A 2867 8468 cfa@hkuspace.hku.hk The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level I examination. It will provide students with knowledge of quantitative methods, economic and financial analysis, and portfolio management. It also covers the ethical and professional standards requirement for an asset manager. 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$12,800 2 months to 3 months English Level 6 (Reg. No.: 22/001002/L6) Validity Period: 01 Dec 2022 - on-going Certificate for Module (CFA Level II Examination Preparatory Programme) Programme Code: FN090A Application Code: 2085-FN090A 2867 8468 cfa@hkuspace.hku.hk The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level II examination. It will provide students with the knowledge in economic and corporate financial analysis, the valuation techniques of investment assets and issues of portfolio management. HK$14,800 2 months to 3 months Level 6 (Reg. No.: 22/001003/L6) Validity Period: 01 Dec 2022 - on-going
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