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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Robotic Process Automation with Business and Financial Applications)
證書(單元:機械人流程自動化於商業與財務應用)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN061A
Application Code
2370-FN061A

Credit
6
Study mode
Part-time
Start Date
28 Feb 2026 (Sat)
Next intake(s)
Jun 2026
Duration
1 month to 2 months
Language
English
Course Fee
Course Fee: $9900 per programme (*course fees are subject to change without prior notice)
Deadline on 13 Feb 2026 (Fri)
Enquiries
2867 8331 / 2867 8424
2861 0278
Apply Now

Today and Upcoming Events

10
Dec 2025
(Wed)

How to Design a Strong-Stock Analytics Dashboard System (强勢股分析系統)? (10 Dec 2025)

To design a stock price analytics system, we need to do the following: Collect historical stock prices Transform the collected stock price record to an appropriate format for presentation Present the transformed stock price datasets in a useful layout to facilitate analytics and investors’ review.   In this talk (webinar), the speaker will showcase how to design a Strong Stock Analytics Dashboard with a BI approach. This would give you a fresh view of the practical use of data automation and data visualization techniques.   During this webinar, you will explore how a Strong Stock Analytics Dashboard will help you to: review the recent trend of HSI identify the strong stocks and weak stocks based on a specified definition of price momentum compare the ratio between the strong stocks and weak stocks according to your selected price momentum definition do sectoral analysis of the strong / weak stocks   This is an advanced application of data analytics techniques with common financial data.  You will find this webinar inspiring and will give you food for thought on how to make use of learnt data techniques for financial stock investment analysis.   Sample Screenshots below:   Related Programme Links: Certificate for Module (Technical Analysis and Data Analytics for Stock Investment) - HKU SPACE: FinTech and Financial Intelligence, Data Science courses https://hkuspace.hku.hk/prog/exe-cert-in-interpretation-and-visualization-of-business-big-data https://hkuspace.hku.hk/prog/cert-for-module-business-intelligence-and-data-automation

17
Dec 2025
(Wed)

Any correlation between Bitcoin, Ethereum and Gold? And now Stablecoin Explained (17 Dec 2025)

Bitcoin and Ethereum are the most dominant cryptocurrencies, both accumulative account for over 90% in term of market capitalization excluding stablecoin, out of more than two thousands currently in the market. They are both in a form of digital asset that trades via various DEX or centralizated regulated trading platforms. However there are quite many key differences among them though. Bitcoin (BTC) is designed as a monetary storage (some proclaim as alternative of Gold) and medium of transaction and as an alternative to fiat currency. Ethereum (ETH), otherwise, is intended for complex smart contracts or dApps which contribute and act as key infrastructure of the emerging Web3.0 future. In light of recent rapid further innovation (like staking protocol) and adoption, the price of BTC and ETH have been risen more than double in past 12 months and also exhibited a huge volatility. The speaker will give a brief introduction of above crypto with some attention drawn to the relationship and correlation among Bitcoin, Ethereum, Gold, XRP and S&P500 – as shown in below charts. The speaker will then also talk about the latest development and impacts of the recently passed GENIUS Act in U.S. and the Stablecoins Ordinance (Cap. 656) in HK. To say, Stablecoin per se. is NOT referring the price to be fixed or stable, it’s referring to link or collateralize by some tangible asse shifting from no intrinsic value issue. At 10 Oct 2025, one of most selloff in crypto, USDe has experienced flash crash to as low as 0.65 USDEUST, per shown below. Source: Bloomberg   Language: Cantonese (Supplemented with English)

Accept New Application for Feb 2026 intake! There will be practical classes in the computer laboratory. Our professional lecturer will discuss the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases from the perspectives of business and finance will be shared.

Highlights

The programme aims to provide students with essential knowledge of robotic process automation (RPA) in streamlining workflow and improving business operations. It covers the design, development and implementation of RPA with illustrations using computational tools. Practical applications and cases of RPA for business and finance will be discussed.  
 

Programme Details

On completion of the programme, students should be able to
1. explain features and development of robotic process automation (RPA) for enterprises;
2. outline key processes and implementation of RPA; 
3. apply computational tools to implement RPA and develop task automation; and
4. discuss cases, applications and implications of RPA for business and finance.

CM(RPABFA)

Application Code 2370-FN061A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 1:00pm - 7:00pm
Duration
  • 30 hours per programme
Venue
  • Kowloon East Campus
  • Kowloon West Campus
  • Hong Kong Island Campus

Modules

Course Content:

(1) Introduction to Robotic Process Automation (RPA)

  • Emergence of RPA
  • Evolution of RPA
  • Robotic Process Automation (RPA) vs Automation vs Artificial Intelligence (AI)
  • Introduction to RPA tools
  • Challenges and opportunities of RPA for enterprises
  • RPA best practices

 

(2) Implementations and applications of RPA for business and finance

  • Key Processes of Robotic Process Automation
    • Overview of RPA lifecycle
    • Workflow design of RPA
    • Cost and manpower saving of RPA
    • Common development tools for RPA
    • Scheduling for RPA
    • Error handling of RPA
    • Centralized management of RPA
    • Implementation of RPA with AI and Optical Character Recognition (OCR)  
    • Operational improvements for business
  • Practical applications and implementations, business cases and managerial issues of RPA
    • Automation of email notification
    • Automation of order input from email 
    • Automation of retrieving cost information for financial decision making
    • Automation of retrieving competitors' pricing from websites
    • Automation of invoice input from hardcopy using OCR 
    • Business cases of RPA from managerial perspectives
    • RPA for Business: Key Performance Indicator (KPI) Management and Dashboard for RPA productivity
    • RPA for Accounting, Finance and Banking sectors: loan processing and validation, trade finance, funds transfers, Know Your Customer (KYC), fund transfer, financial reconciliation
    • Data privacy, risks and compliance issues of RPA
    • Organizational impacts, business implications and managerial issues of RPA

 

Assessment method: Two in-class exercise + Group Project Presentation

Upon successful completion of the programme, students who have passed the continuous assessment and final assessment with attendance no less than 70% will be awarded with the Certificate for Module (Robotic Process Automation with Business and Financial Applications) within the HKU system through HKU SPACE.

 

Teacher

(1) Mr Osmond Li
Mr Li has over 25 years of hands-on experience managing complex multi-national IT projects. As the Head of Enterprise Development & Database Administration of Group IT at Dah Chong Hong Holdings Ltd., Osmond oversees the architecture and implementation of various business applications including automotive management systems, supply chain management systems, warehouse management systems, data warehouse, BI analytics & mobile applications. In addition, he is responsible for managing the IT development teams in Hong Kong & China, as well as database administration team. Prior to joining Dah Chong Hong, Osmond served as a consultant at Oracle Consulting and was responsible for implementing the clients’ IT projects.
Recently, Mr Li served as the chief architect for Robotic Process Automation (RPA) to automate the manual business processes with modern state-of-art design. Furthermore, as the Head of Enterprise Development, Osmond strives to deliver excellence in quality and has attained the certification for Automation Anywhere Certified RPA Professional in 2020. His passion & teamwork skills have successfully transformed the teams to a digital RPA team.
Mr Li holds a BSc in Engineering from University of Hong Kong & a MBA from Heriot-Watt University. Osmond also holds Microsoft Certified Azure Data Scientist & AI Engineer. In his spare time, Osmond is dedicated to many charitable activities and has been a church mentor at a youth fellowship for more than 18 years.

(2) Dr Roy Wong
Dr Wong has more than twenty-five years hands-on experience in design and development of Enterprise Architecture and Software.  He is the Principal Consultant for E-Mars Intelligent Technology LTD now. He is full of enthusiasm in providing professional consulting services and AI related learning course for clients in China, Hong Kong and South Asia.
Dr Wong received his Doctor of Engineering in The Hong Kong Polytechnic University in 2020. He is a specialist in computer vision system. Dr Wong has one granted patent and one pending patent in this specific area. Both patents involve the innovation of machine learning. Before obtaining the Doctoral degree, Dr Wong has five master's degree in Electronic and Information Engineering, Software Technology, Software Engineering, Signal Processing, Business Administration and Psychology. 

(3) Mr Hong Lin

Mr Hong Lin has possessed fruitful experience in Fintech development and digital transformation across retail and institutional businesses in Citigroup. Over the past three years, Mr Lin has acted as an innovator by promoting big data analysis and managing a series of automation projects, covering the full process from streamlining to solution delivery with Automation Anywhere, Python, and VBA. Recently, his primary task is to digitalize the business risk management for the bank’s prime brokerage business with data and automation technologies.

Mr Lin started his career journey as a business intelligence engineer focusing on Fintech solution development and sales opportunities discovery thru data analysis. In 2017, he engaged in an AI Financial Advisory development by backward engineering trading strategies and analyzing financial news with Natural Language Processing techniques (NLP) in Ping An Securities. In 2018, Mr Lin led a market research project to optimize product lines thru analyzing more than 100,000 lines of customer reviews on the Internet with web-scraping and NLP.

Mr Lin graduated from the University of California, Davis with a Bachelor of Science degree in Managerial Economics Development under Trade and Development of Agricultural Commodities, and the Hong Kong University of Science and Technology with a Master of Science degree in Business Analytics. Mr Lin is passionately sharing his Fintech knowledge and contributing to the digital progress of Hong Kong’s banking and finance industry.

(4) Mr Thomas Lee

Mr Lee is a computer and project management professional who has worked in the information technology and data science industry for over 30 years under vendor environments including HP Inc., Dell, Fossil, Motorola network and GP Batteries. In the past ten years, Mr Lee focused on new product introduction, design for manufacturability, quality assurance & production risk management among manufacturing plants in China & Taiwan utilizing various data sciences tools and methodologies.  Mr Lee is qualified as a Microsoft Certified Trainer in delivering Microsoft training modules based on Azure technology.  He has been teaching courses related to Big Data, Cloud Computing, Machine Learning, Cyber Security and Fintech since 2020.  Mr Lee is a certified Project Management Professional, PMP from Project Management Institute PMI, US from 1998 and a Certified Scrum Master since 2018. Mr Lee holds a Master of Health Science degree in Biomedical Engineering from University of Toronto, St. George Campus, Canada.  He currently works on projects as an enabler for Inclusion and Accessibility utilizing the artificial intelligence technology. 

Class Details

Timetable

Lecture Date Time
1 28 Feb 26 (Sat) 13:00-19:00
2 7 Mar 26 (Sat) 13:00-19:00
3 14 Mar 26 (Sat) 13:00-19:00
4

21 Mar 26 (Sat)

13:00-19:00
5 28 Mar 26 (Sat) 13:00-19:00


Remarks: Tentative timetable is subject to change and course commencement is subject to sufficient enrollment numbers.

Fee

Application Fee

HK$150 (Non-refundable)

Course Fee
  • Course Fee: $9900 per programme (*course fees are subject to change without prior notice)

Entry Requirements

Applicants should hold an Advanced Diploma, a Higher Diploma or an Associate Degree awarded by a recognized institution. Those with a business, IT or computer science background would have an advantage.

Applicants with other equivalent qualifications will be considered on individual merit.

CEF

  • The CEF Institution Code of HKU SPACE is 100
CEF Courses
Certificate for Module (Robotic Process Automation with Business and Financial Applications)
證書 (單元:機械人流程自動化於商業與財務應用)
COURSE CODE 33C134357 FEES $9,900 ENQUIRY 2867-8331
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 (Robotic Process Automation with Business and Financial Applications)

  • This course is recognised under the Qualifications Framework (QF Level [5])

Apply

Online Application Apply Now

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.