Why you have to take the Course ?
- Worldwide-recognized professional qualification
- Experienced Lecturers with CFA qualification
- Comprehensive lecture notes with mock examination and past papers
- Intensive training for mastering the skill for examination
- Unbelievably low cost with only HK$1,200 for 60 hours under the CEF Scheme

Limited seats and enrollment will be on a first-come-first-served basis !!!

Joint Organisers :
- Hong Kong Institute of Investors
- 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 questionsand mock examinations, supplemented with the textbooks and reference materials providedand 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: 23K01194-5)

Class 5 :
22 September 03 - 1 December 03, Monday & Wednesday, 7:00-10:00pm (20 lessons)

Venue : Hong Kong College of Technology Main Campus
14 Princess Margaret Road, Kowloon

Class 6 :
25 October 03 - 20 March 04, Saturday, 2:30-5:30pm (20 lessons)

Venue : Hong Kong College of Technology Mongkok Centre
6/F., Mongkok City Centre, 74-84 Sai Yeung Choi Street, Mongkok, Kowloon

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


Course Outline

Ethics and Professional Standards
Quantitative Methods
Macroeconomic Analysis, Microeconomic Analysis and Global Economic Analysis
Financial Statement Analysis
Corporate Finance
Global Markets and Instruments
Equity Investments
Debt - Basic Concepts
Assets Valuation: Debt Investments and Derivative Investments
Alternative Investments
Portfolio Management

Assessment
Course work (*) 40%
Final Examination 60%
Totally 100%

* Course work includes two assignments and each carrying 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
Attend the Enquiry & Briefing Session (please read below) and bring along the cheque or credit card to pay the tuition fee of HK$6,000 in advance and complete the procedures of applying CEF during the Session.

Enquiry
Hong Kong Institute of Investors (HKII) Tel: 2392 8466 ......Email : editor@hkii.org

____________________________________________________________________________

Enquiry & Briefing Session

- Brief you the procedures of completing the application form and applying CEF
- Don't miss the chance by completing the reply slip below to reserve a seat and send it back to Hong Kong Institute of Investors by fax : 2392 4566 / 2111 0286 or email : editor@hkii.org .

Date : 23 August 2003 (Saturday)

Time : 2:30 p.m.

Venue : Hong Kong College of Technology Mongkok Centre
(MTR Mongkok Station Exit D3)
Room 702, 7/F., Mongkok City Centre, 74-84 Sai Yeung Choi Street, Mongkok, Kowloon

___________________________________________________________________

Reply Slip for CFA Enquiry & Briefing Session

Name: (Mr. / Ms.) _________________ Membership No: _______________________

Email: ___________________________________ Fax :______________________________

Mobile:_________________________ Seat(s) Reserved: _______________________

___________________________________________________________________

Hong Kong Institute of Investors (HKII)

Hong Kong Institute of Investors is a non-profit making organization founded in 1999. The
Institute is one of the members of the World Federation of Investors Corporation, which was established in 1960 with over 20 country members. It aims at protecting the interests of the general Hong Kong investing public and enhancing investors knowledge of the various financial markets and investment tools, through which members may cultivate a proper investment concept and refine their investment skills. Under the leadership of our Chairman, Mr. Tam Siu Hing, Ricky, plus the full support provided by a team of Honorary Advisors comprising professors and financial experts, the Institute has been well received by investors. The number of members has been on a steady increase and now we have around 6,000
members.



Hong Kong College of Technology (HKCT)

Hong Kong College of Technology (HKCT) is a non-profit self-financing institution that has served the educational needs of Hong Kong since 1957. Today, HKCT is a leader in non-mainstream education that satisfies its students' quest for knowledge, feeds their vocational aspirations and brings them hope and self-esteem. It also strives to meet educational ideals that support Hong Kong in its development as Asia's world city and to meet the challenges of the new knowledge-based global economy. As such, HKCT provides diversified and multi-disciplinary professional programmes that range from post-secondary and continuing education courses to retraining and youth programmes.