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Accounting & Finance FinTech and Financial Analytics

Certificate for Module (Financial Informatics and Data Analytics)
證書(單元 : 金融信息學與數據分析)

CEF Reimbursable Course

CEF Reimbursable Course

Course Code
FN108A
Application Code
2265-FN108A

Credit
6
Study mode
Part-time
Start Date
11 Jan 2025 (Sat)
Next intake(s)
Mar 2025
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 27 Dec 2024 (Fri)
Enquiries
2867 8331 / 2867 8424
2861 0278
Apply Now

Today and Upcoming Events

22
Jan 2025
(Wed)

How can You Design a Dynamic Management Report to Boost your Report Productivity by 100X? (22 Jan 2025)

If you are asked to create the following Excel reports for your management: 1.      Monthly Sales Summary by Product Categories 2.      Monthly Profit Summary by Product Categories 3.      Monthly Sales Summary by Products 4.      Monthly Profit Summary by Products 5.      Monthly Customer Sales Summary 6.      Top 10 Customers by Sales Report 7.      Top 30 Products by Sales Report 8.      Top 10 Cities by Profit Report 9.      Top 5 Countries by Sales Report 10.  Top 3 Profit Summary by Product Sub-Categories How many reports will you design? Most people would develop 10 reports for their management, based on the instruction. If you want to boost your work productivity, you would think about doing it once with only one dynamic management report to cover all of the above, and even more! You may never have thought about doing this if don’t have the concept of dynamic management report design.  Here it is, a webinar for you to explore a new Excel automation that can improve your report productivity by 100X, at least. If you are interested in knowing a bit about the design, please don’t hesitate to register for the coming talk with the following link. Mr Danny Chan, the speaker, lecturer and data consultant, will present to you the solution with a live demo. Language: Cantonese (Supplemented with English) Sample Screens:

Accept new applicants for Jan 25 intake. There are practical classes in the computer laboratory.

Highlights

The programme aims to provide students with essential knowledge of financial informatics and data analytics from business and financial perspectives. It covers the techniques and applications of data analytics to analyse data streams, high-dimensional data and financial data from the web. Upon completion of the programme, students are able to use technical skills for applying computational tools to perform data wrangling and visualisation with practical business and financial applications.
 

FIDA

Programme Details

On completion of the programme, students should be able to

  1. explain the principles of financial informatics and data analytics;
  2. illustrate the techniques in processing data streams, high-dimensional data and web mining;
  3. apply computational tools to perform data analytics and visualisation; and
  4. discuss the business applications of financial informatics and data analytics.
Application Code 2265-FN108A Apply Online Now
Apply Online Now

Days / Time
  • Saturday, 10:00am - 6:30pm
Duration
  • 30 hours per programme
Venue
  • Hong Kong Island Learning Centre
  • Kowloon East Campus
  • Kowloon West Campus

Modules

Syllabus

(1) Introduction to financial informatics and data analytics

  • Financial innovation and financial technology (FinTech)
  • Technological elements in data analytics and artificial intelligence (AI)
  • Financial models and financial informatics
  • Types of data analytics
  • Business and ethical issues about financial informatics and data analytics

 

(2) Techniques of data analytics and wrangling

  • Introduction to computational tools and software for data analytics and web mining
  • Processing and analytical techniques for data streams: stream processing, complex event processing, data stream mining
  • Processing and searching high-dimensional data: dimensionality reduction, principal component analysis, t-distributed stochastic neighbour embedding (t-SNE), clustering, random projections, sparse coding, manifold learning
  • Big graph analysis: distributed graph processing, graph partitioning
  • Web mining: web content mining, web structure mining, web usage mining

 

(3) Applications of financial informatics and data analytics

  • Financial informatics for finance and investment
  • Descriptive analytics and business data visualisation  
  • Dashboard design and managerial control 
  • Diagnostic analytics and statistical inference in business
  • Predictive analytics and financial forecasting
  • Prescriptive analytics, portfolio optimisation and simulation
  • Cognitive analytics and sentiment analysis
  • Social network analysis for business
  • Recommendation systems for web applications
  • Fraud detection, anti-money laundering (AML) and counter-financing of terrorism (CFT)
  • Credit analysis for banking and finance

 

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

Award

Upon successful completion of the programme, students who have passed the assessments with attendance no less than 70% will be awarded within the HKU system through HKU SPACE a “Certificate for Module (Financial Informatics and Data Analytics).”

 

Teacher:  

1.  Dr Jason Liao

Dr. Jason Liao obtained his Bachelor and Master degrees from Tsinghua University and PhD from HKUST. He is a Qlik Sense Data Architect with certification. He has lots of working experience and wide expertise in big data, business intelligence, machine learning and FinTech innovation. He is proficient in BI data model/dashboard development, R, Python, SQL, etc. Currently, he teaches the Certificate for Module (Business Forecasting and Predictive Analytics for Financial Decision Making) and Executive Certificate in Big Data and Predictive Analytics.

Class Details

Timetable

Jan 2025
 

Lecture Date Time
1 11 Jan 25 (Sat) 10:00-13:00 & 14:00-18:30
2 18 Jan 25 (Sat) 10:00-13:00 & 14:00-18:30
3 25 Jan 25 (Sat) 10:00-13:00 & 14:00-18:30
4 8 Feb 25 (Sat) 10:00-13:00 & 14:00-18:30

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

Fee

Application Fee

HK$150

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 recognised institution. Those with a business, accounting, finance, economics, mathematics, statistics, science, engineering, 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 (Financial Informatics and Data Analytics)
證書 (單元:金融信息學與數據分析)
COURSE CODE 33C159163 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 (Financial Informatics and Data Analytics)

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

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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