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  3. CFA Practical Skills Module Workshop Series (Financial Modeling)

CFA Practical Skills Module Workshop Series (Financial Modeling)

Course Code
FINA9366
Application Code
2255-2094NW
Study mode
Part-time
Start Date
23 Nov 2024 (Sat)
Next intake(s)
Nov 2024
Duration
9 hours
Language
Cant, supp with English (lecture materials in Eng)
Course Fee
HK$3,600
Deadline on 15 Nov 2024 (Fri)
Enquiries
2867 8468
2861 0278
cfa@hkuspace.hku.hk
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Highlights

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.

Programme Details

Teachers

(1) Dr Lai Man-Kit, CFA®

Dr Lai is currently a professional trainer at Executive Training and Management Consultancy as well as a visiting scholar at HKUST.  Dr. Lai has extensive knowledge in teaching adult continuing education. He was also an Assistant Professor at City University from 1994-2000. Dr Lai has taught CFA examination preparatory programmes and finance postgraduate diploma programmes at HKU SPACE for over six years.

(2) Dr Joseph Chan

Dr Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Before returning to Hong Kong, Dr Chan served as a US research analyst and adjunct professor. Dr Chan has taught the CFA examination preparatory programmes at HKU SPACE for over five years.

(3)Mr Benjamin Lee

Mr. Benjamin Lee is a Chartered Financial Analyst (CFA) Holder and currently serves as the Head of Investment Department at a local financial institution. He has over 15 years of experience in research and asset management and has previously held the position of Fund Director at a private equity fund, managing assets for international high-net-worth clients and professional investors.

Mr. Lee specializes in using fundamental analysis to evaluate the actual and potential risks of investment targets, thereby selecting the best investment targets, reducing unsystemic risk, and increasing potential returns.

On completion of the workshop, students should be able to:

  1. Explore financial modeling best practices, optimal model design and flow, and financial statements;
  2. Discover how to build key model schedules, such as revenues, costs, fixed assets, taxes, working capital, debt, and equity;
  3. Apply advanced Excel techniques;
  4. Create a working, presentation-ready financial model in Excel; and
  5. Solve the most common financial modeling problems.
Application Code 2255-2094NW Apply Online Now
Start Date 23 Nov 2024 (Sat)
Apply Online Now

Venue

Modules

Syllabus

- Getting Started

- The Front End

- Revenues

- Costs

- Depreciation

-  Income Tax

- Working Capital

- Capital Structure

- Financial Statements

- Outputs and Troubleshooting

Class Details

2024 Nov intake(ACCEPT NEW APPLICATION)

Venue: HK Island

Class schedule: 

Lecture Date Time
1 23 Nov 2024 (Sat) 13:00 - 17:30
2 30 Nov 2024 (Sat) 13:00 - 17:30

* The above tentative schedule's for reference only.  Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.

***A statement of attendance will be issued to students who have achieved at least 70% of attendance.

Fee

Course Fee
  • HK$3,600

Entry Requirements

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.

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method
Payment Method
1. Cash, EPS, WeChat Pay Or Alipay

Course fees can be paid by cash, EPS, WeChat Pay or Alipay at any HKU SPACE Enrolment Centres.

2. Cheque Or Bank draft

Course fees can also be paid by crossed cheque or bank draft made payable to “HKU SPACE”. Please specify the programme title(s) for application and applicant’s name. You may either:

  • bring the completed form(s), together with the appropriate course or application fees in the form of a cheque, and any required supporting documents to any of the HKU SPACE enrolment centres;
  • or mail the above documents to any of the HKU SPACE Enrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of personal information and payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the “HKU SPACE Mastercard”, at any HKU SPACE enrolment centres. Holders of the HKU SPACE Mastercard can enjoy a 10-month interest-free instalment period for courses with a tuition fee worth a minimum of HK$2,000; however, the course applicant must also be the cardholder himself/herself. For enquiries, please contact our staff at any enrolment centres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (enrolled on first come, first served basis) and selected award-bearing programmes. Application fees and course fees of these programmes/courses can be settled by using "PPS by Internet" (not available via mobile phones), VISA or Mastercard. In addition to the aforesaid online payment channels, new and continuing students of award-bearing programmes with available online service, they may also pay their course fees by Online WeChat Pay, Online Alipay or Faster Payment System (FPS). Please refer to Enrolment Methods - Online Enrolment  for details.

Notes

  • If the programme/course is starting within five working days, application by post is not recommended to avoid any delays. Applicants are advised to enrol in person at HKU SPACE Enrolment Centres and avoid making cheque payment under this circumstance.

  • Fees paid are not refundable except under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, cheque, FPS or PPS by Internet will be reimbursed by a cheque, and fees paid by credit card will be reimbursed to the credit card account used for payment. 

  • In addition to the published fees, there may be additional costs associated with individual programmes. Please refer to the relevant course brochures or direct any enquiries to the relevant programme team for details.
  • Fees and places on courses cannot be transferrable from one applicant to another. Once accepted onto a course, the student may not change to another course without approval from HKU SPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • HKU SPACE will not be responsible for any loss of payment, receipt, or personal information sent by mail.
  • For payment certification, please submit a completed form, a sufficiently stamped and self-addressed envelope, and a crossed cheque for HK$30 per copy made payable to “HKU SPACE” to any of our enrolment centres.
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