Accounting & Finance Financial Services and Insurance
Programme Overview
Highlights
Programme Details
學科單元大綱
1. 财务规划概述
- 财务策划原则
- 财务管理
- 保险策划及风险管理
- 投资策划及资产管理
- 退休策划
- 财务计算工具的运用
- 模拟理财个案演练
2. 银发经济的潜力与生活兴趣
- 银发族市场趋势与商机
- 银发族兴趣与生活模式
- 适合银发族的金融及理财产品
3. 高资产客户财务策划
- 高资产人士需求与风险分析
- 量身订
造制资产配置规划 - 财富传承案例分析
- 香港家族办公室优势
4. 新国际经济格局下的全球投资
- 国际金融市场及投资新趋势
- 多元化投资组合与风险管理
- 数字货币及新兴投资工具的未来展望
5. 人生法律三部曲
- 婚姻与同居的法律分别及离婚安排
- 遗嘱及遗产分配的实用方法及技巧
- 信托架构助理财与家族保障
6. MBTI性格分析与销售应用
- 认识自己及客户的性格类型认识
- MBTI性格分析于团队沟通与领导上的应用
- MBTI知识于销售技巧及业绩提升的应用
7. 大湾区与香港医疗新趋势
- 大湾区医疗互联互通政策新方向
- 跨境医疗及基因测试新机遇
- 重大疾病最新治疗方法
8. 活用人工智能 (AI) 工具提升社交媒体内容创作
- AI助力撰写不同社交媒体文案
- 短视频内容设计及制作流程
- 数字人及虚拟主播制作技术应用
導師簡介:
1. 伍世棠先生
伍世棠先生是一位杰出的金融策略家及教育者,拥有超过十五年在家族办公室管理、私募基金与保险解决方案领域的丰富经验。他在香港及大中华区规划并主导多家单一家族及联合家族办公室的设立,实现双位数年化回报,并量身打造财富保值框架。担任富方投资平台及宏昌资本执行董事期间,他领导建置整合型家族办公室ERP系统、共投SPV及创新费用分摊结构,推动业务增长与收益提升。
凭借深厚的跨境税务规划专长,伍先生为多家族办公室设计节税工具,包括香港信托、境内外SPV及订制保险封装方案,优化全球税务负担及传承安排。他指导超高净值家族遵循监管合规并进行代际财富移转,运用寿险与年金提升现金流动性并减轻遗产税负。他的团队亦实施AI资产配置模型及实体资产代币化策略,将另类信贷、私募股权与实体资产无缝整合至多元化投资组合。
作为资深教育者,伍先生在香港大学专业进修学院及香港科技大学教授专业培训课程,内容包括资产代币化、实体资产交易及AI金融应用,将复杂的监管框架与家族治理最佳实务转化为交互式案例教学,成效卓著。
2. 蔡泽宝先生 Mr. Choy Chak Po
蔡泽宝先生拥有多个专业资格,包括认可财务策划师(CFP)、英国银行学会会士(ACIB)、专业财富管理师(CFMP)等。他毕业于英国莱斯特大学,持有工商管理学硕士学位。
他现时担任香港大学专业进修学院客席讲师,并为香港银行学会及香港职业训练局等兼职导师,教授不同金融及银行课程,例如金融产品销售合规管理、银行与金融市场、退休规划、内地金融市场动态及认可财策划师(CFP)教育课程等。
除学术领域外,他拥有超过二十年银行界工作经验,职务范围包括投资理财业务、信贷业务、分行业务管理及银行内部培训等。
3. 苏文杰律师
苏文杰律师为执业律师,香港调解仲裁中心主席、客席大学讲师、认可调解员、认可家事调解员、仲裁员,认可反洗黑钱专家、认可金融罪案专家、特许诈骗审查师学会会员、东华三院朗晴综合家庭服务中心义务法律顾问、香港特别行政区杰出学生联会荣誉金赞助人及荣誉顾问、新家园协会义务法律顾问、香港人寿保险从业员协会荣誉法律顾问、香港旅游业议会委员。
苏律师取得伦敦大学法律荣誉学士、法律专业文凭(香港大学)、剑桥大学研究文凭、哈佛大学研究文凭、牛津大学商学院文凭(金融科技)等资历,亦为香港董事学会资深会员、香港调解仲裁中心资深会员、香港仲裁司学会资深会员、英国皇家亚洲协会资深会员、国际大律师协会资深会员、土地审裁处认可调解员、家事法庭认可家事调解员、香港律师会调解员。
4. 郭杰山女士
郭杰山女士多年来专注设计高互动、游戏化及情景模拟的销售团队培训,拒绝单向讲课,确保每位学员「有得玩、有得试、即学即用」。课程专注解决销售人员日常挑战,包括了解客户、说服及处理异议。曾协助不同背景学员提升说服力与影响力,深受HR及学员好评。
曾为卡地亚、路易威登、安永、新世界及溥仪眼镜等知名国际及本地企业高级培训经理及讲师,设计无数心理沟通、高端销售策略、领导力发展及绩效提升等培训课程。亦曾被邀请于AIA保险公司邀请为容席讲师教授专业销售服务课程,深谙销售人员的压力与实战需要,能量身打造贴近保险从业员实况的MBTI工作坊与销售培训,协助团队提升沟通效率、建立信任关系,强化客户关系管理与销售表现。
拥有英国诺丁汉大学心理学硕士、约克大学心理学学士及香港中文大学音乐硕士学位及DiSC 认证培训导师,具备扎实心理学理论根基与跨领域教育视野,并曾任教多间本地及海外大学心理学课程,累积逾十多年教学与人才发展经验,善于将复杂心理概念转化为前线易明易用的实战技巧。
5. 劉少懷醫生
刘少怀医生是医疗卫生管理的资深领袖,拥有超过20年的医院行政和医疗学科发展实务经验。刘医生现任香港大学中国商学学院客席副教授、职业训练局健康护理及保健业训练委员会成员、香港恒生大学未来智慧培训中心学术顾问网络等。
刘医生毕业于香港大学医学院,持有多项专业管理资格。他是屯门医院的首任院长,并于医管局成立后,出任律敦治医院首任行政总监,推动管理创新。退休前,他曾任医管局总办事处质素和安全代理总监、总行政经理,拥有丰富的临床管理经验,负责医疗系统的各项服务,包括医管局中央应急行动、临床心理支持、感染控制及传染病、急症室、毒理学、深切治疗部(ICU)及创伤服务,以及协调医院网络的发展等。
2003年非典爆发期间,刘少怀医生担任香港特区政府官方发言人,展现了他处理危机的能力。2008年四川地震期间,他率领首支医疗队前往成都,协调以四川大学华西医院为基地的救援工作,随后在港府支持的四川灾后重建项目中,领导35家医院的重建。2009年,他因勇于承担、敢于领导,获颁香港特区政府行政长官小区服务嘉许状。他于2019年获授香港特区政府荣誉勋章,以表彰他对公营医疗服务发展,特别是在公共卫生事故的应变及应急管理方面的宝贵贡献。
他于2019年创立非牟利组织「香港创新医疗协会」,致力促进运用IT颠覆技术和创新管理措施,解决复杂的医疗及公共卫生问题。他亦是综合医健社合作和小区发展的倡导者。刘医生热心公益,现任香港防痨心脏及胸病协会董事及健康推广委员会主席,亦曾服务于香港医疗辅助队、香港红十字会、医务委员会、艾滋病咨询委员会、职业健康咨询委员会、职业安全健康局及香港医务行政学院院长等。他亦担任多间大学本科及研究生课程的客座讲师,教授领导力及健康管理策略。
他拥有香港大学内外全科医学士、澳洲新南韦尔斯大学卫生管理硕士、美国史丹福大学商学院高管研究院毕业、英国皇家内科医学院院士、香港医务行政学院院士、澳洲医疗管理学院院士。
6. 袁浩轩先生
袁浩轩先生是一位经验丰富的投资人,拥有超过十年在全球范围内寻找、执行及管理投资的经历,尤其专注于高增长的科技与媒体领域。他曾于资本配置方及投资管理方担任领导职务,形成了独特的视野。
袁先生在多个家族办公室及机构投资者中担任过高阶职位,包括:担任富卫保险的另类投资主管;在信和集团单一家族办公室担任私人投资主管及助理总经理;以及在由马云与虞锋共同创办的万通保险及云锋金融集团担任投资组合经理。在这些职位中,他负责制定与发展投资策略、推动投资绩效,并主导从交易发起到退出的全过程。
他将实务投资智慧与严谨的财务纪律相结合,其学术背景与专业成就更强化了这项优势——包括拥有香港大学可持续领导与治理社会科学硕士学位,以及加拿大特许专业会计师资格。
| Application Code | 2435-EP195A | - |
Modules & Class Details
Class Details
七月时间表:
|
课堂 |
日期 |
时间 |
内容 |
|
1 |
7月23日 (星期四) |
09:30-12:30 |
新国际经济格局下的全球投资 |
|
2 |
7月23日 (星期四) |
14:00-17:00 |
MBTI性格分析与销售应用 |
|
3 |
7月30日 (星期四) |
09:30-12:30 |
大湾区与香港医疗新趋势 |
|
4 |
7月30日 (星期四) |
14:00-17:00 |
银发经济潜力与兴趣 |
|
5 |
8月6日 (星期四) |
09:30-12:30 |
人生法律三部曲 |
|
6 |
8月6日 (星期四) |
14:00-17:00 |
高资产客户财务策划 (CPD) |
|
7 |
8月13日 (星期四) |
09:30-12:30 |
财务规划概述(CPD) |
|
8 |
8月13日 (星期四) |
14:00-17:00 |
财务规划概述(CPD) |
|
9 |
8月20日 (星期四) |
09:30-12:30 |
财务规划概述(CPD) |
|
10 |
8月20日 (星期四) |
14:00-17:00 |
活用AI工具提升社交媒体内容创作 |
Fee & Entry Requirements
Entry Requirements
申请人必须:
(甲) 认可学院颁授的学士学位或同等学历;或
(乙) 副学士学位/高级文凭或同等学历及最少两年工作经验;或
(丙) 持有保险业监管局颁发的有效保险中介人牌照。
申请人若持有其他资格或相关的工作经验,学院将按个别情况考虑。
Apply
Application Form Download Application Form
Enrolment MethodOnline Enrolment
HKU SPACE provides 24-hour online application and payment service for students to apply to selected award-bearing programmes and to enrol in most open admission courses (courses enrolled on a first come, first served basis) via the Internet. Applicants may settle the payment by using either "PPS by Internet" (not available via mobile phones), VISA or Mastercard online. Online WeChat Pay, Online AliPay and Faster Payment System (FPS) are also available for continuing enrolment in the same programme, if online service is offered.
For first time enrolment
-
Complete the online application form
Applicant may click the icon
on the top right-hand corner of the programme/course webpage to make online application, and then follow the instructions to fill in the online application form.
Some programmes/courses may admit by selection, and may require applicants to provide electronic copy of any required documents (e.g. proof of qualification) as indicated on the programme/course webpage. Only file format in doc, docx, jpg and pdf are supported. -
Make Online Payment
Pay the application or programme/course fees by either using:
"PPS by Internet" - You will need a PPS account and a PPS Internet password. For information on how to open a PPS account and how to set up a PPS Internet password, please visit http://www.ppshk.com.
*Credit Card Online Payment - Course fees can be paid by VISA or Mastercard including the “HKU SPACE Mastercard”.
* HKU SPACE Mastercard cardholders who wish to enjoy 10-month interest free instalment scheme must pay their tuition fees in person at any of our HKU SPACE Enrolment Centres.
To know more about first-time online application/enrolment and payment, please refer to the user guide of Online Application / Enrolment and Payment:
For continuing enrolment in the same programme
Selected programmes offer online continuing enrolment service. Programme staff will inform students if they offer this service and offer further enrolment details.
Online Payment can be made via "PPS by Internet" (not available via mobile phones), VISA or Mastercard, Online WeChat Pay, Online AliPay and Faster Payment System (FPS)
In Person / Mail
For first time enrolment
-
For first come, first served short courses, complete the Application for Enrolment Form SF26 and bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
[Download Enrolment Form SF26] -
Award-bearing and professional courses may require other information. Forms are usually available at the enrolment centres or on request from programme staff. Bring or post the completed form(s), together with the appropriate application/course fee(s) and any required supporting documents to any of the HKU SPACE enrolment centres.
For continuing enrolment in the same programme
-
The standard ‘Enrolment/Payment Slip’ is designed for students of award-bearing programmes or remaining programmes in a suite of programmes requiring continuing enrolment and it applies to most programmes.
-
Students should complete the “Enrolment/Payment Slip” which will be made available by relevant programme staff and return the slip to any HKU SPACE enrolment centre or post it to the relevant programme staff with appropriate fee payment.
Please refer to available Payment Methods for fee payment information. If you are in doubt about the procedures, please check the individual course details, or contact our programme staff or enrolment centres.
Please note the followings for programme/course enrollment:
- To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Google Chrome is recommended.
- Applicants should not leave the online application idle for more than 10 minutes. Otherwise, applicants must restart the application process.
- Only Early Bird Discount is supported for Online Applicants (Application). To enjoy other types of discount, please visit one of our enrolment centres.
- During the online application process, asynchronous application and payment submission may occur. Successful payment may not guarantee successful application. In case of unsuccessful submission, our programme staff will contact you shortly.
- Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
- For online enrolment, a payment confirmation page would be displayed after payment has been made successfully. In addition, a confirmation email would also be sent to your email account. You are advised to keep your payment confirmation for future enquiries.
- Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
- If admission is by selection, the official receipt is not a guarantee that your application has been accepted. We will inform you of the result as soon as possible after the closing date for application. Unsuccessful applicants will be given a refund of programme/course fee if already paid.
Disclaimer
The School provides a platform for online services for a selected range of products it offers. While every effort is made to ensure timeliness and accuracy of information contained in this website, such information and materials are provided "as is" without express or implied warranty of any kind. In particular, no warranty or assurance regarding non-infringement, security, accuracy, fitness for a purpose or freedom from computer viruses is given in connection with such information and materials.
The School (and its respective employees and subsidiaries) is not liable for any loss or damage in connection with any online payments made by you by reason of (i) any failure, delay, interruption, suspension or restriction of the transmission of any information or message from any payment gateways of the relevant banks and/or third party merchants for processing credit/debit/smart card or other payment facilitation mechanism; (ii) any negligence, mistake, error in or omission from any information or message transmitted from the said payment gateways; (iii) any breakdown, malfunction or failure of those gateways in effecting online payment service or (iv) anything arisen out of or in connection with the said payment gateways, including but not limited to unauthorised access to or alternation of the transmission of data or any unlawful act not permitted by the law.
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
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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.
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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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- Financial Services and Insurance