Financial Services and Insurance Programmes and Short Courses - HKU SPACE. Explore our list or programmes for part-time and full-time.
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Accounting & FinanceFinancial Services and Insurance

Financial Services and Insurance

Financial Services and Insurance are popular industries in HK. According to official statistics, the contribution of the financial services sector to HK GDP increased to 18% in 2016, To enter the financial services field, you need up-to-date and professional knowledge of financial planning and wealth management. Through our high quality programmes, you can develop a competitive edge in the financial services sector.

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本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業應有的銷售和客戶關係管理知識,以應對市場環境的轉變及制定營銷策略。
 
PT
開課日期 待定
修業期 4個月至5個月
課程費用 HK$3600
本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業應有的人事管理和財務知識。
PT
開課日期 待定
修業期 4個月至5個月
課程費用 HK$3600
本課程旨在教授學員保險行業的專業知識,並培養及發展業界領袖所需的專業技能。課程採用實例教學方法,向學員灌輸從事保險業領袖應有的合約和風險管理知識,以面對日益嚴謹的監管環境對業界所帶來的挑戰。
 
PT
開課日期 待定
修業期 4個月至6個月
課程費用 HK$2700
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.
 
PT
Start To be advised
Duration 6 months
Fee Application Fee: HK$150 (non-refunable)

Course Fee : $9000 per programme
Course Fee : $3000 (* only applicable to insurance practitioners including insurer staff / insurance intermediaries who can join this programme recognized by the Government’s Pilot Programme to Enhance Talent Training for the Insurance Sector and receive two-thirds of tuition subsidy.)
PT
開課日期 待定
This programme is a one year part-time programme designed to equip with middle / senior Management  competencies in insurance risk and management.  The Postgraduate Diploma comprises 10 modules, of which two modules are eligible for CEF reimbursement. Students could also complete 5 modules to be awarded the Postgraduate Certificate.  

The programme adopts the Specification of Competency Standards (SCSs) for the insurance industry under HKQF in its curriculum design.  It uses a work-based 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.
PT
Start To be advised
Duration 12 months to 24 months
Fee HK$3600
本課程爲有興趣學習金融業普通話人士開設。

宗旨
    隨着中國經濟改革開放,香港和內地在各行各業的合作相應增加。金融貿易必然日益頻繁,一口流利的普通話,成了金融業從業員的必要技能之一。本課程介紹銀行、證券、地產及保險等行業中的金融通用語,通過會話訓練加強學員的競爭能力。
 
PT
開課日期 2019年9月25日 (星期三)
修業期 5個月
課程費用 HK$5,200
This programme aims to equip wealth management practitioners with the latest knowledge and best practices in the fields of medical insurance and retirement planning. It provides a broad overview of all main categories of insurance contracts in the areas of medical and retirement planning. The programme focuses on the best practices of medical insurance and health planning for retirement in Hong Kong.
 

 

PT
Start To be advised
Duration 2 months to 3 months
Fee $9000 per programme
$3000 (* only applicable to insurance practitioners including insurer staff / insurance intermediaries who can join this programme recognized by the Government’s Pilot Programme to Enhance Talent Training for the Insurance Sector and receive two-thirds of tuition subsidy.)
This programme prepares students for the CFPCM Certification Examination (Foundation Level) and Certified Financial Planning CM Level 1 and 2 examinations 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, graduates of that degree programme can apply for ENU’s Master of Science in International Banking and Finance programme with alumni discount.
PT
Start To be advised
Duration 1 year to 2 years
Fee Business modules HK$3,950- HK$6,350
FFP module: HK$13,950
CFP level 1 & 2 modules: HK$4,750
*(course fees are subject to change without prior notice)
HKU SPACE is pleased to offer the CFA® Level 1 Education Programme to help candidates prepare for the forthcoming examinations in December, 2019.
PT
Start 07 AUG 2019 (WED)
Duration 4 months
Fee HK$10,300 (including comprehensive set of notes, study materials)