Continuing Education Fund (CEF) Registration Number


Program Details

This program is designed for the one who would like:

  • To pursue a foundation qualification in finance studies in order to enable them to progress on to higher business and finance programs; or
  • To obtain a professional qualification in order to enhance their employment prospects in the financial services industry.

The program contents provide students with a comprehensive overview of various sectors in the financial services industry. The functions and activities of different sectors are also covered.

Introduction to Investment (18 Hours):

  1. Overview of Investment Markets>
  2. Types of Investment Products
  3. Investment Analysis
  4. Portfolio Management
  5. Treasury – Foreign Exchange & Bullion Trading

Introduction to Financial Planning (18 Hours):

  1. Overview of Financial Planning
  2. Financial Analysis
  3. Insurance Planning
  4. Retirement Plan
  5. Estate Planning
  6. Tax Planning
Program Duration
36 hours
Teaching Specification
Face-to-face Teaching
seminars and / or workshop
Program Structure
Introduction to Investment – 18 hour
Introduction to Financial Planning – 18 hours
Admission requirements aptitude
Applicants are expected to have a F.5 or equivalent education level.
Financial Assistance
The Continuing Education Fund
A complete application form
Hong Kong Identity Card
Program Commencement
Please contact our Education Consultants for updated information
Course Fee
Please contact Mr. Stephen Tsui on (852) 2155 1133 or email  Email住址會使用灌水程式保護機制。你需要啟動Javascript才能觀看它 for more details.


Just fill in the form below and we'll email you our course updates periodically.

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