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會計及金融 投資管理

投資管理

全球對金融分析師和投資組合經理的專業人士有很大的需求。我們的課程涵蓋基本的財務知識以及投資組合管理和應用金融工程方面的進階知識。 此外,我們還提供與CFA相關的教育課程等,以培養專業分析師和金融及投資領域的未來領導者。

 

 

Final call

 

投資管理課程

Programmes Type

課程類別

微證書

開課日期

上課日期

學費資助

地點

香港島

九龍

新界

訂閱 e-資訊
The programme aims to: 
  1. impart financial and investment management knowledge and skills to students to enhance their financial decision making;
  2. facilitate students to understand and analyze contemporary issues as well as the latest development in the financial world;
  3. prepare students to sit for the CFA examinations based on the Candidate Body of Knowledge;
  4. equip students with the latest technologies on Big Data and Artificial Intelligence for financial industry;
  5. stimulate students to apply financial intelligence to perform investment management.
PT
Start To be advised
Duration 1 year to 2 years
Fee Course Fee: $8500 per module (* course fees are subject to change without prior notice)
The target student groups for this programme are financial services practitioners who need to understand treasury from the customer’s perspective and would like to pursue in-depth knowledge of banking and corporate treasury function in global financial markets. Practitioners such as front office dealers, specialists in treasury banking operations, corporate treasury specialists, treasury risk analysts, treasury management product analysts, treasury and pension officers, corporate treasury back office specialists, internal auditors in treasury operations, or consultants are suitable to attend the programme.

TMA will offer the TMA Level 2 (Full Member) membership to graduates who have successfully completed this programme.


 

Scholarship Initiative for Top Performers

To recognize academic excellence of students, a new scholarship initiative was offered by TMA.  Students who complete the full program, comprising all three modules, and achieve a distinction (cumulative GPA of 3.5 or above) will be awarded a TMA Scholarship of HK$2,000 for their outstanding performance.

PT
Start To be advised
Duration 12 months
Fee $6,800 per module
英國倫敦大學經濟及政治學院

This degree provides students with a significant insight of the financial role in industrialised economies by exploring the financial markets, interaction between financial intermediations and all other financial institutes. Not only students will learn about the pricing of financial assets and why and how corporations issue various types of assets, but they will also look at the operation of domestic and international intermediations.

** The former BSc Banking and Finance award title is now only available to students who registered in 2022-23 or earlier. The NEW BSc Finance will follow the same curriculum as the former BSc Banking and Finance.
 
PT
Start 07 SEP 2026 (MON)
Duration 2 years to 6 (Max) years
This part-time programme provides strong essential knowledge in accounting and finance theories and practices, yielding a premium at the workplace for graduates.
 
PT
Start 18 MAY 2026 (MON)
Duration 2.5 years to 4 years
Fee Level 1: HK$4500-$5200*
Level 2 & 3: HK$4900-$5200*

*Course fees do not include textbook and are subject to change without prior notice

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.

PT
Start 23 MAY 2026 (SAT)
Duration 2 months to 3 months
Fee HK$16,100 (including comprehensive set of notes and study materials which are non-refundable)

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.
 

PT
Start 06 JUN 2026 (SAT)
Duration 2 months to 3 months
Fee HK$14,000 (including a comprehensive set of notes and study materials which are non-refundable)
課程旨在教授學員認識不同經濟大國和聯盟的政策及經濟發展,了解新國際經濟秩序下對不同國家及地區的金融市場所產生的影響,從而研究有關環球投資的課題。此外,本課程亦會指導學員就有關環球投資進行經濟及投資分析,選擇適合自己的環球投資策略。
 
PT
開課日期 2026年6月6日 (星期六)
修業期 30小時
課程費用 HK$6500
課程旨在介紹上市交易所買賣基金(ETF)的投資特性,辨別所持資產類別(例如指數、股票、債券等),讓學員認識ETF作為環球投資的方法及分散風險的概念。完成課程後,學員能夠了解ETF投資策略,選擇適合自己的ETF產品作為投資部署,專業講者亦會分享其ETF交易實戰投資心得。
 
 
PT
開課日期 2026年6月13日 (星期六)
修業期 5個星期
課程費用 HK$6600
本課程旨在教授學員認識另類投資,比較另類投資產品與傳統投資產品的分別,了解另類投資產品包括對沖基金、私募股權、Pokémon、NBA、NFL遊戲卡牌、加密貨幣、實物資產代幣化產品(RWA)、專利權、音樂及娛樂版權投資、葡萄酒及烈酒、環球房地產、與另類投資相關的交易所最新上架產品包括虛擬資產投資產品、短存續期選擇權產品、交易所買賣基金(ETF)等,從而將另類投資產品加入投資組合。此外,本課程亦會指導學員就有關另類投資產品進行投資分析,選擇適合自己的平衡投資策略。

 
PT
開課日期 2026年6月23日 (星期二)
修業期 30小時
課程費用 HK$5500
課程旨在教授學員如何運用基本分析方法研究上市公司股票的內在價值,應用股票價值評估方法以選擇公司股票。此外,也會指導學員對作為投資目標的上市公司進行分析及作出財務預測,並討論價值投資方法及股票投資策略。
PT
開課日期 2026年6月27日 (星期六)
修業期 7個星期
課程費用 HK$7000