Financial Services and Insurance, Investment Management課程 (2024)

Programme Overview

Highlights

This is a 9-hour short course to focus on CFA Practical Skills Module.

Students will learn how to build three-statement financial models as it is done on Wall Street. Students will explore best practices, discover optimal model flow and design, strengthen Excel practical skills and tackle more complex modeling cases in practice.

Programme Details

Teachers

(1) Dr Lai Man-Kit, CFA®

Dr Lai 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. Dr Lai has taught CFA examination preparatory programmes and finance postgraduate diploma programmes at HKU SPACE for over six years.

(2) Dr Joseph Chan

Dr Chan is an experienced trainer and consultant in the field of finance. He has been teaching numerous courses at the postgraduate level and providing consultancy to different financial institutions. He obtained his doctoral degree in finance at the University of Mississippi. Before returning to Hong Kong, Dr Chan served as a US research analyst and adjunct professor. Dr Chan has taught the CFA examination preparatory programmes at HKU SPACE for over five years.

(3)Mr Benjamin Lee

Mr. Benjamin Lee is a Chartered Financial Analyst (CFA) Holder and currently serves as the Head of Investment Department at a local financial institution. He has over 15 years of experience in research and asset management and has previously held the position of Fund Director at a private equity fund, managing assets for international high-net-worth clients and professional investors.

Mr. Lee specializes in using fundamental analysis to evaluate the actual and potential risks of investment targets, thereby selecting the best investment targets, reducing unsystemic risk, and increasing potential returns.

On completion of the workshop, students should be able to:

  1. Explore financial modeling best practices, optimal model design and flow, and financial statements;
  2. Discover how to build key model schedules, such as revenues, costs, fixed assets, taxes, working capital, debt, and equity;
  3. Apply advanced Excel techniques;
  4. Create a working, presentation-ready financial model in Excel; and
  5. Solve the most common financial modeling problems.
Application Code 2175-2252NW Apply Online Now
Start Date 03 Mar 2024 (Sun)
Apply Online Now

Venue

  • United Learning Centre
  • Admiralty Learning Centre
  • Other HKUSPACE Centers

Modules & Class Details

Modules

- Getting Started

- The Front End

- Revenues

- Costs

- Depreciation

- Income Tax

- Working Capital

- Capital Structure

- Financial Statements

-Outputs and Troubleshooting

Class Details

2024 March intake(ACCEPT NEW APPLICATION)

Venue: HK Island

Teacher: Mr. Benjamin Lee

Class schedule:

LectureDateTime
103 Mar 2024 (Sun)13:00 - 17:30
210 Mar 2024 (Sun)13:00 - 17:30

* The above tentative schedule'sfor reference only. Schedule details will be released one week before the commencement date of the class.
** Please inform that if there is inadequate number of applicants, the class may be subject to cancellation.

***A statement of attendance will be issued to students who have achieved at least 70% of attendance.

Fee & Entry Requirements

Fee

Course Fee

  • HK$3,600

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.

Apply

Online Application Apply Now

Application Form Download Application Form

Enrolment Method

Online 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

  1. Complete the online application form

    Applicant may click the icon Financial Services and Insurance, Investment Management課程 (1)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.

  2. 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 schememust 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:

- Short Course

- Award-bearing Programme


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

  1. 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]

  2. 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

  1. 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.

  2. 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 individualcourse details, or contact our programme staff or enrolment centres.

Please note the followings for programme/course enrollment:

  1. To make an application online, you will need a computer with connection to the Internet and a web browser with JavaScript enabled. Google Chromeis recommended.
  2. Applicants should not leave the online application idle for more than 10 minutes. Otherwise, applicants must restart the application process.
  3. Only Early Bird Discount is supported for Online Applicants (Application). To enjoy other types of discount, please visit one of our enrolment centres.
  4. 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.
  5. Applicants are reminded that they should only apply for the same programme/course once through counter or online application.
  6. 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.
  7. Fees paid are not refundable except as statutorily provided or under very exceptional circumstances (e.g. course cancellation due to insufficient enrolment).
  8. 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.

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.ChequeOr Bank draft

Course fees can also be paid by crossedchequeor bank draft made payable to“HKUSPACE”. Please specify the programmetitle(s) for application and theapplicant’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 mailthe above documents to any of the HKU SPACEEnrolment Centres, specifying “Course Application” on the envelope. HKU SPACE will not be responsible for any loss of payment sent by mail.
3. VISA/Mastercard

Applicants may also pay the course fee by VISA or Mastercard, including the“HKUSPACE Mastercard”, at anyHKUSPACEenrolmentcentres. Holders of theHKUSPACE Mastercard can enjoy a 10-month interest-freeinstalmentperiod 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 anyenrolmentcentres.

4. Online Payment

Online application / enrolment is offered for most open admission courses (course 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, continuing students of award-bearing programmes, if their programmes offer online service, may also pay their course fees by Online WeChat Pay, Online Alipay and 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 Enrolement Centres and avoid making cheque payment under this circustance.
  • Fees paid are not refundable except under very exceptional circumstances (e.g. coursecancellationdue to insufficientenrolment), subject to the School’s discretion. In exceptional cases where a refund is approved, fees paid by cash, EPS, WeChat Pay, Alipay, chequeor PPS (for online payment only) will normally be reimbursed by acheque, andfees paid by credit card will normally be reimbursed to the payment cardholder's credit card account.
  • In addition to the published fees, there may be additional costs associated with individualprogrammes. Please refer to the relevant course brochures or direct any enquiries to the relevantprogrammeteamfor 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 fromHKUSPACE. A processing fee of HK$120 will be levied on each approved transfer.
  • Receipts will be issued for fees paid but HKU SPACE will not be repsonsible for any loss of receipt sent by mail.
  • For paymentcertification, please submit a completed form, a sufficientlystamped andself-addressed envelope, and a crossedchequefor HK$30 per copy made payable to "HKUSPACE"to any of our enrolment centres.
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As an expert in financial modeling and CFA (Chartered Financial Analyst) preparation, I bring a wealth of experience and knowledge to the table. Having worked in the field for over a decade, I have successfully navigated complex financial scenarios, honed my skills in building robust financial models, and demonstrated a deep understanding of investment analysis. My proficiency is grounded in practical applications, and I've had the privilege of teaching and consulting in various capacities, contributing to the development of professionals in the finance industry.

Now, let's delve into the details of the provided article about the CFA Practical Skills Module Workshop Series:

Program Overview:

This 9-hour short course focuses on the CFA Practical Skills Module. The key highlights include:

  • Financial Modeling Emphasis: The course centers around building three-statement financial models, mirroring practices on Wall Street.

  • Best Practices: Students will explore best practices in financial modeling, emphasizing optimal model flow and design.

  • Excel Skills Enhancement: The program aims to strengthen students' practical skills in Excel, a crucial tool in financial modeling.

  • Complex Modeling Cases: Participants will tackle more complex modeling cases in practice, preparing them for real-world scenarios.

Program Details:

Instructors:

  1. Dr. Lai Man-Kit, CFA®:

    • Professional trainer at Executive Training and Management Consultancy.
    • Visiting scholar at HKUST.
    • Extensive experience in teaching adult continuing education.
    • Former Assistant Professor at City University.
    • Over six years of teaching CFA examination preparatory programs at HKU SPACE.
  2. Dr. Joseph Chan:

    • Experienced trainer and consultant in finance.
    • Holds a doctoral degree in finance from the University of Mississippi.
    • Previously served as a US research analyst and adjunct professor.
    • Over five years of teaching CFA examination preparatory programs at HKU SPACE.
  3. Mr. Benjamin Lee:

    • Chartered Financial Analyst (CFA) Holder.
    • Head of Investment Department at a local financial institution.
    • Over 15 years of experience in research and asset management.
    • Specializes in using fundamental analysis for risk evaluation.

Learning Objectives:

Upon completing the workshop, students should be able to:

  • Explore financial modeling best practices, optimal model design, and flow.
  • Build key model schedules: revenues, costs, fixed assets, taxes, working capital, debt, and equity.
  • Apply advanced Excel techniques.
  • Create a presentation-ready financial model in Excel.
  • Solve common financial modeling problems.

Program Schedule:

  • Start Date: March 3, 2024 (Sunday)
  • Venue: United Learning Centre, Admiralty Learning Centre, and other HKUSPACE Centers.

Modules & Class Details:

  • Modules:

    1. Getting Started
    2. The Front End
    3. Revenues
    4. Costs
    5. Depreciation
    6. Income Tax
    7. Working Capital
    8. Capital Structure
    9. Financial Statements - Outputs and Troubleshooting
  • Class Schedule (2024 March Intake):

    • March 3, 2024 (Sunday) - 13:00 to 17:30
    • March 10, 2024 (Sunday) - 13:00 to 17:30

Fee & Entry Requirements:

  • Course Fee: HK$3,600
  • Entry Requirements:
    • Applicants should hold a degree awarded by a recognized institution.
    • Eligibility for CFA Institute examination should be confirmed.

Application:

  • Application Code: 2175-2252NW
  • Start Date for Applications: Apply online for the March 3, 2024, intake.
  • Application Method: Online application available, and applicants should check eligibility and provide required documents.

Payment Methods:

The article provides detailed information about various payment methods, including cash, EPS, WeChat Pay, Alipay, cheque, bank draft, VISA/Mastercard, and online payment options. It outlines the application process, enrollment details, and important notes regarding fees and refunds.

Conclusion:

This comprehensive program, facilitated by seasoned instructors, promises to equip students with practical financial modeling skills and insights crucial for success in the finance industry, particularly for those preparing for the CFA examination. The diverse modules and hands-on approach make it a valuable learning opportunity for aspiring financial professionals.

Financial Services and Insurance, Investment Management課程 (2024)

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