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Certificate for Module (CFA Level III Examination Preparatory Programme)
證書(單元 : 特許金融分析師三級考試研習課程)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN091A
Application Code
2270-FN091A

Credit
18
Study mode
Part-time
Start Date
16 Feb 2025 (Sun)
Duration
2 months to 3 months
Language
English
Course Fee
HK$18,300 (including a comprehensive set of notes and study materials which are non-refundable)
Deadline on 07 Feb 2025 (Fri)
Enquiries
2867 8468
2861 0278
Apply Now

CFA Level III Examination Preparatory Programme with a planned commencement date on 16 February 2025! Welcome to your enrolment!

Highlights

The programme aims to prepare students to sit for the Chartered Financial Analyst (CFA) Level III examination. It will provide students with the advanced knowledge to evaluate various asset classes in investment portfolios and perform asset allocation in synthesized cases. It also enables students to perform wealth planning and portfolio management holistically.

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Year % Pass
2021 May 42%
2021 Aug 42%
2021 Nov 43%
2022 May 49%
2022 Aug 48%
2023 Feb 48%
2023 Aug  47%
2024 Feb 49%

課程報名表可於本網頁下載。如欲報讀此課程,請填妥報名表及持續進修基金申請表(如適用)。

本課程將深入探討特許金融分析師三級考試內涵蓋的主要課題。

Please note that CFA Institute does not endorse, promote, review or warrant the accuracy of the products or services offered by organisations sponsoring or providing CFA examination preparation materials or programmes, nor does CFA Institute verify pass rates or exam results claimed by such organizations. CFA® is a licensed service mark of CFA Institute. For general information on the CFA® programme, please look up The CFA Institute website: http://www.cfainstitute.org/.

Programme Details

On completion of the programme, students should be able to

  1. analyse cases based on the ethical and professional standards established by the CFA Institute;
  2. apply economic analysis and valuation techniques to investigate synthesized cases in finance and investment;
  3. use valuation techniques to analyse equity, fixed income, derivatives, currencies and alternative investments as well as perform wealth planning and portfolio management; and
  4. critically evaluate a wide range of finance and investment cases.
Application Code 2270-FN091A Apply Online Now
Apply Online Now

Venue

Modules

Syllabus

(1) Ethical and professional standards

 

(2) Economics

 

(3) Portfolio management

 

(4) Derivatives 

 

(5) Fixed-income

 

(6) Equity Investments

 

(7) Alternative investments

 

 Assessment method: 2-hour Examination

 

Upon successful completion of the programme, students who have passed the final examination with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a Certificate for Module (CFA Level III Examination Preparatory Programme).

Class Details

2025 February intake 

The February 2025 Class is Scheduled for Sunday.

Venue: HK Island

Teacher: Dr Lai Man Kit

Language of instruction: English, Cantonese

Focus on : Porfolio Management

Lecture Date Time slot
1 16-Feb-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
2 23-Feb-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
3 2-Mar-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
4 9-Mar-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
5 16-Mar-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
6 30-Mar-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
7 6-Apr-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
8 13-Apr-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
9 27-Apr-25 (Sun) 10:00 - 13:00 / 14:00 - 17:00
10 4-May-25 (Sun) 10:00 - 14:00
Exam 9-May-25 (Wed) 19:00 - 21:00

Teacher Information

DR. LAI MAN-KIT, CFA® He is a CFA holder. He 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.

Mr Larry Yuen, CFA® Mr Larry Yuen is an all-round financial markets lecturer with extensive experience in finance, investment, and risk management.  He was qualified in England as Chartered Accountant. He started his career in asset management managing monies of institutional clients, and then joined the private banking as portfolio specialist. He has held various senior positions in global financial institutions over the past 20 years of career. Larry holds a MSc in Financial Economics, MSc in E-commerce & Internet Computing, and MSc in Risk Management Science. He is a Chartered Accountant (FCA), Chartered Financial Analyst (CFA), and Chartered Alternative Investments Analyst (CAIA). He also holds specialisation certificates of Investment Management with Python and Machine Learning

Fee

Course Fee
  • HK$18,300 (including a comprehensive set of notes and study materials which are non-refundable)

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.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (CFA Level III Examination Preparatory Programme)
證書 (單元:特許金融分析師三級考試研習課程)
COURSE CODE 33C144204 FEES $18,300 ENQUIRY 2867-8468

Continuing Education Fund

 

Continuing Education Fund Continuing Education Fund
This course has been included in the list of reimbursable courses under the Continuing Education Fund.

Certificate for Module (CFA Level III Examination Preparatory Programme)

  • This course is recognised under the Qualifications Framework (QF Level [6])

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.