Why you have to take the Course ?

ü          Worldwide-recognized professional qualification

ü          Experienced Lecturers with CFA qualification

ü          Comprehensive lecture notes with mock examination and past papers

ü          Intensive training for mastering the skill for examination

ü          Unbelievably low cost with only HK$1,200 for 60 hours under the CEF Scheme

ü          An access to professional designation of “Associate Financial Strategist (AFS)”

Joint Organisers :

l           Hong Kong Institute of Investors

l           Hong Kong College of Technology

Aims and Objectives

The course is designed to provide the background knowledge to students who intend to be professional financial analysts in the financial industry.  The course structure is in line with the syllabus of CFA Examination Level 1.  It prepares the students to take the CFA Level 1 examination upon the completion of this preparatory course. 

Mode of Delivery

The course will be conducted by experienced market practitioners with CFA qualification and / or those successful candidates of the CFA Examination.  To help students mastering the skill of financial analysis, the course will focus on exercises, sample examination questions and mock examinations, supplemented with the textbooks and reference materials provided and recommended by the lecturers apart from face to face lectures. In addition, ad-hoc tutorial groups may be organized to enable students to actively participate in discussions and critically analyze the case studies, which will be distributed during the tutorial groups.

Medium of Instruction

Cantonese supplemented by English lecture notes

Duration   Total 20 lessons (3 hours per lesson), totally 60 hours

Tuition Fee

HK$6,000 (Students are entitled to have a reimbursement of 80% (total HK$4,800) of the tuition fee under Continuing Education Fund (CEF) scheme providing that the students fulfill the requirements of being qualified CEF applicants and successfully complete the Course, i.e. the tuition fee is only HK$1,200).

Course Commencement  (Course Code: 23K01194)

Class 11   25 June – 12 November 2005     2:30 - 5:30p.m.

Venue :   Hong Kong College of Technology Mongkok Centre (MTR Mongkok Station Exit D3)

3/F., Mongkok City Centre, 74-84 Sai Yeung Choi Street, Mongkok, Kowloon

Qualification Award

Professional Certificate in Financial Analysis will be jointly granted by the Hong Kong Institute of Investors and Hong Kong College of Technology

Course Outline

Assessment

Course work (*)                                     40%

Final Examination                                  60%

Totally                                                    100%

* Course work includes two assignments and each carries 20% of overall assessment mark.

Course Completion Requirement

For the passing criteria, the students should obtain 40 percent in assessment and achieve 70 percent in the attendance rate.  If students fail in assessment, they can re-take the examination on the condition that they have achieved 70 percent in attendance rate.

Admission Requirement

1.      Students who are pursing the business related degree in local or overseas universities OR

2.      Completed Form 7 or above with a minimum of three years working experiences in financial industry

Enrolment Methods

You may attend the Enquiry & Briefing Session or come to the enrolment center to pay the tuition fee of HK$6,000 by cheque, credit card or EPS (cash is not accepted) and complete the procedures of applying CEF. 

Enrolment Centre

Hong Kong College of Technology Mongkok Centre (MTR Mongkok Station Exit D3)

3/F., Mongkok City Centre, 74-84 Sai Yeung Choi Street, Mongkok, Kowloon (Tel : 2380 2832)

Office Hours :  

Mon to Sat :  9:30 a.m. – 9:30 p.m.