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CP0257

Professional Certificate in Finance
財務學專業證書

Certificate & Diploma Programme
12 months part-time
Qualifications Framework Level:4
programme time icon
Commencement : To Be Confirmed
Application Deadline : To Be Confirmed
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Cantonese supplemented with English

3411 1999

adbus@hkbu.edu.hk

Programme Features

This programme aims at providing students with solid knowledge and skills in contemporary finance with emphasis on the financial markets in Hong Kong. It is designed to equip students with the professional knowledge of financial planning, investment, derivatives, financial risk management and computation methods for finance.

This programme consists of five courses, totaling 150 hours.

 

 

Subject Code Course Title Hours
FIN4103

Continuing Education Fund Reimbursable Programme / Course

CEF Course Code: 33Z110109

This course aims to provide students with skills and techniques to perform financial planning for personal financial decisions. This course will focus on the understanding of the overall financial planning process, and examine the major aspects of financial planning. Topics include:

1.Personal financial records;

2.Time value of money;

3.Investment instruments;

4.Tax planning;

5.Insurance policies and planning;

6.Retirement planning; and

7.Estate planning.

30
FIN4104

Continuing Education Fund Reimbursable Programme / Course

CEF Course Code: 33Z110087

This course aims to provide students with an understanding of global financial markets and its relation to global financial management. Issues to be examined include global financial markets and instruments; foreign exchange markets; foreign currency derivatives and currency risk; foreign exchange exposure and management. Topics include:

1.Foundation of global financial management;

2.International financial systems;

3.The market for foreign exchange;

4.International parity relationships;

5.International bond market;

6.Currency futures and options markets;

7.Foreign exchange exposure and management;

8.Swap market; and

9.International portfolio investment.

30
FIN4105

Continuing Education Fund Reimbursable Programme / Course

CEF Course Code: 33Z110095

This course focus on investment management and analysis. It provides students with the skills and understanding to portfolio management with applications of modern portfolio theories and capital markets hypothesis. Topics include:

1.Investment environment in Hong Kong;

2.Investment instruments;

3.Efficient diversification;

4.Capital asset pricing and arbitrage pricing theory;

5.Efficient market hypothesis;

6.Fundamental and technical analysis;

7.Performance evaluation and active portfolio management; and

8.Portfolio management strategies.

30
FIN4106

Continuing Education Fund Reimbursable Programme / Course

CEF Course Code: 33Z110079

This course aims to provide students with an understanding of major financial derivatives in Hong Kong and an overview of risk management in the financial markets. Emphasis will be placed on the pricing techniques of various techniques and the contemporary view of risk management according to the Basel Accord. Topics include:

1.Overview of derivatives markets and financial risk management;

2.Determination of forward and futures prices;

3.Stock options valuation;

4.Swaps;

5.Exotics options and nonstandard products;

6.The Basel Accord;

7.Market risk management;

8.Credit risk management; and

9.Operational risk management.

30
FIN4107

Continuing Education Fund Reimbursable Programme / Course

CEF Course Code: 33Z110060

This course aims to equip students with the skills and knowledge in spreadsheet modeling to implement the contemporary financial computation. It is intended to serve as a bridge or link between the traditional corporate finance theories and the practical applications by using convenient and powerful electronic spreadsheets. Topics include:

1.Review of electronic spreadsheet;

2.Time value of money;

3.Valuing financial assets;

4.Capital budgeting decision rules;

5.Risk, return and cost of capital;

6.Securities market analysis;

7.Corporate financial planning; and

8.Personal financial planning.

Students are expected to have basic knowledge in Microsoft Excel.

30
   
150

Students who have obtained a passing grade and satisfied the attendance requirement in each course will be awarded the Professional Certificate in Finance.

Application Fee: HK$150
Tuition Fee: HK$16,850 (by three instalments)

Classes will be held on weekday evenings (normally two classes per week) at Tsimshatsui/Wan Chai Learning Centres.

  1. Level 2 in five HKDSE subjects including English and Chinese (and up to two APL subjects) or equivalent and two years' relevant work experience; or
  2. Successful completion of Diploma Yi Jin and two years' relevant work experience; or
  3. Holder of a relevant School of Continuing Education (SCE) Diploma or Certificate or other equivalent non-SCE qualifications; or
  4. Aged 21 or above, preferably with three years' relevant work experience.

Applicants may submit application through (A) online system, or (B) hard-copy submission by mail or in-person.

 

(A) Application through online system

  1. Enter SCE Online Application System and fill in required data.
  2. Upload files of the following documents onto the system:
    1. proof for relevant academic qualifications and professional qualifications, e.g. certificate of public examinations (application for exemption should be submitted with supporting documents which include transcript/result slip, certificate and course syllabus);
    2. proof for relevant work experience (if any);
    3. any pertinent supporting documents; and
    4. a recent photograph (1.5” x 2”).
  3. Make payment for the application fee for admission, and handling fee for exemption (HK$200 per course if applicable) through the Online Payment Gateway.

(B) Application through hard-copy submission

  1. Download and complete Application for Admission form (SCE-AF-002)
  2. Attach PHOTOCOPIES of the following documents:
    1. HKID card;
    2. proof for relevant academic qualifications and professional qualifications, e.g. certificate of public examinations (application for exemption should be submitted with supporting documents which include transcript/result slip, certificate and course syllabus);
    3. proof for relevant work experience (if any);
    4. any pertinent supporting documents.
  3. Attach two recent photographs (1.5” x 2”).
  4. Make payment for the application fee for admission, and handling fee for exemption (HK$200 per course if applicable), in the form of a crossed cheque made payable to “Hong Kong Baptist University” with applicant’s name, contact number and programme name written at the back. Applicants who submit application in-person may make payment with cash or EPS.
  5. Complete set of application should be submitted either by-mail or in-person at the following address(es).

 

By-Mail

School of Continuing Education

Hong Kong Baptist University

2/F, Franki Centre, 320 Junction Road, Kowloon Tong

(Please mark the title of the programme applied on the envelope)  

In-Person

Tsim Sha Tsui Learning Centre Office

6/F, 136A Nathan Road, Tsimshatsui, Kowloon

 

Counter Service Hours:

Mon-Fri: 9:00 am-8:00 pm

Sat: 9:00 am-4:00 pm

(Closed on Sun, Public Holidays and School Holidays)


Kowloon East Learning Centre Office

7/F, Millennium City 3, 370 Kwun Tong Road, Kowloon

 

Wan Chai Learning Centre Office

26/F, Wu Chung House, 213 Queen’s Road East, Wan Chai, Hong Kong

 

Counter Service Hours:

Mon-Fri: 12:00 pm-8:00 pm

Sat: 12:00 pm-4:00 pm

(Closed on Sun, Public Holidays and School Holidays)  

  • Applicants will be requested to present the HKID card and original copies of all credentials for verification. Those who submit application in-person may bring along the HKID card and original credentials for verification.
  • Application fee, tuition fee and handling fee for course exemption (if any) are NON-REFUNDABLE unless the class/programme is cancelled.
  • All documents submitted together with the application form will not be returned to applicants.  For unsuccessful applications, the documents and forms will be destroyed and the electronic files will be deleted.
  • Notes to non-local applicants – Part-time certificate/diploma programmes are generally not considered by the Immigration Department for visa purposes. For a non-permanent Hong Kong resident, it is his/her responsibility to check whether he/she can take the programme before making application.

Students can apply for Credit Transfer/Exemption under the following conditions:

  1. Credit Transfer will be considered if students have completed (or are currently studying) the required courses offered by the School prior to admission to the programme. Courses concerned will be automatically transferred to the programme and supporting documents are not required.
  2. Exemption will be considered if students possess a demonstrated competence (e.g. passed relevant courses in public examinations or other institutes) equivalent to the learning outcomes of the course to be studied. Supporting documents such as course syllabuses, transcripts or certificates should be submitted.

The above request(s) should be submitted when applying for admission. Late application will not be considered. Courses that are being studied or pending for result/certificate should also be reported at the time of admission, followed by the submission of supporting documents for approval upon release of result/issuance of certificate.

Credit Transfer/Exemption will not be granted if such qualifications have not been reported during admission or if they are obtained after registration in the programme.

Remarks for Credit Transfer/Exemption are shown as below:

 

Course Remark Code Description
EX Course Exempted
TC Credit Transferred

Limitations for Credit Transfer/Exemption

For all Programmes of Levels 1 to 2, the maximum exemption and credit transfer is limited to half of the total number of programme hours. For all Programmes of Level 3 or above, the maximum exemption is limited to one quarter of the total number of programme hours, while the sum of exemption and credit transfer is still limited to half of the total number of programme hours. In the case that the number of hours of exempted and/or transferred credit course(s) (including the course(s) being studied) has exceeded the maximum allowance, students should submit explanations and approval will be granted at the School’s discretion.

 

Example 1 The Certificate in Spanish (Introductory) (Level 1 programme) requires student to complete four courses (120 hours in total). Application for Credit Transfer and Exemption should not exceed 60 hours.
Example 2 The Certificate in Jewellery Design & Production (Level 2 programme) requires student to complete six courses (180 hours in total). Application for Credit Transfer and Exemption should not exceed 90 hours.
Example 3 The Certificate in Marketing Studies (Level 3 programme) requires student to complete six courses (180 hours in total). Application for Credit Transfer and Exemption should not exceed 90 hours in total while the Exemption should not exceed 45 hours.
Example 4 The Advanced Diploma in Accounting (Level 4 programme) requires student to complete 16 courses (480 hours in total). Application for Credit Transfer and Exemption should not exceed 240 hours in total while the Exemption should not exceed 120 hours.

Applicants may refer to the Exemption List for reference.

日期

待定

時間

待定

主講

學術統籌主任

課程

下列課程之簡介及諮詢:

會計/ 財務學 高等文憑及專業證書

地點

待定

 

Q: When will I know if I have been admitted?

A: The admission result will be sent to applicants via e-mail within 10 working days after the application deadline.

 

Q: When will I know the result of my application for course exemption?

A: Result of application for course exemption will be released together with the admission result via e-mail.

 

Q: Can I change from one programme to another?

A: Once the offer is confirmed upon completion of registration, applicants are not allowed to change to another programme. Applicants are required to submit a new application with relevant documents and application fee for another programme.

Continuing Education Fund Reimbursable Programme / Course This course has been included in the list of reimbursable courses under the Continuing Education Fund. This course / The mother course (Professional Certificate in Finance) of the modules is recognised under the Qualifications Framework (QF Level 4).


The above information is for reference only. The School reserves the right to make alterations or to cancel any class/programme without prior notice.


Programmes offered by the School of Continuing Education (leading to HKBU awards or SCE awards, or collaborative programmes) are conducted at various teaching venues, including Kowloon Tong and Shek Mun (Shatin) Campuses and Learning Centres in Tsimshatsui, Kowloon East, and Wan Chai. These venues are well-equipped to support students’ studies. While most of the classes are held at either the Kowloon Tong Campus or the Shek Mun Campus, depending on the School’s development, students may be assigned to take classes at other venues during their study period.