Higher Diploma in Financial Planning and Investment (21928A) 2-years
Entrance Requirements
HKALE (1 A-Level subject or 2 AS-Level subjects at Grade E or above) AND HKCEE (5 subjects at Grade E / Level 2 or above, including English Language, Chinese Language and Mathematics); OR Equivalent.
Course Aims
The course aims to prepare students with the relevant knowledge, skills and mindsets ready for the challenges of the dynamic and promising industry - Financial Services and Investment. It enables students to acquire the essential competence pertinent to a career development and / or academic pursuit in the relevant discipline.
Curriculum
Year 1 :
- Financial Markets and Institutions
- Fixed Income and Derivative Investments
- Introduction to Financial Planning
- Legal and Regulatory Framework for Financial Services
- Overview on Financial Services in China
- Financial and Management Accounting
- Whole Person Development on Self-confidence and Career Development
|
- English and Communication
- Chinese Communication
- Customer Relationship Mgt.
- General Insurance
- Quantitative Methods
- Equity Investments
- China Business Studies
|
Year 2 :
- Advanced Financial Planning
- Legal and Regulatory Framework for Financial Services
- Retirement Planning and Mandatory Provident Fund
- Whole Person Development on Career Image & Ethics and Integrative Issues
|
- Portfolio and Fund Management
- Tax and Estate Planning
- Life and Health Insurance
- International Finance Project
- Financial Services Marketing
|
Articulation Arrangement
Graduates can apply for admission to the top-up degree programmes in Hong Kong offered by the following universities in collaboration with the Vocational Training Council :
- Leeds Metropolitan University
- Northumbria University, and
- The Open University of Hong Kong
Industrial Recognition
Graduates are now entitled to the following exemptions :
- The Chartered Insurance Institute, UK - 175 credits at Diploma Level in General Insurance; 49 credits at Certificate level in Financial Planning plus 20 credits at Diploma level in Financial Planning
- Institute of Financial Planners of Hong Kong - AFPTM Certification Education Program
- Society of Registered Financial Planners - Papers FP3020 – Insurance Planning, and FP3030 – Investment Planning (out of 5 papers)
- The Hong Kong Institute of Bankers - CFMPTM Module 3: Essentials of Banking and Financial Planning, and Module 5: Tax and Estate Planning
- The Institute of Certified Management Accountants - 10 units of ICMA professional examination (subject to meeting specific educational requirements of ICMA through the selection of subjects in the recognized program(s))
The course is recognised by the following professional body as satisfying the academic requirements for its senior associate membership :
- The Australian and New Zealand Institute of Insurance and Finance, Australia - Senior Associateship
(N.B. Professional body will normally review its curricular periodically. Students should check with the professional body concerned directly for latest exemptions.)
Career Prospects
Financial planning, financial services and investment are prospering in Hong Kong. Graduates may take up a number of posts at technical, supervisory or managerial level in banks, securities firms, insurance companies, etc. For instance, they can be employed as financial planner, marketing and customer services officer, insurance underwriter, claims officer, investment officer, securities dealer and the like.
============================================================================================
Higher Diploma in Financial Planning and Investment (21928F) 4-years
Entrance Requirements
Entrance Requirements to Year 2:
HKCEE 5 subjects - Grade E / Level 2 or above (including English Language, Mathematics and Chinese Language) OR DVS* OR FD* OR FC* OR Project Yi Jin OR equivalent.
Entrance Requirements to Year 4:
Completion of the IVE 2-year Diploma in Financial Planning and Investment (21228).
Course Aims
The course aims to prepare students with the relevant knowledge, skills and mindsets ready for the challenges of the dynamic and promising industry – Financial Services and Investment. It enables students to acquire the essential competence pertinent to a career development and / or academic pursuit in the relevant discipline.
Curriculum
Year 2 :
- Business Economics
- Business Putonghua
- Elements of Banking
- English and Communication for Business
- Introduction to Marketing
- Quantitative Techniques
- Web Technologies for Business
|
- Business Management
- Financial and Management Accounting
- Legal Studies for Business
- Principles and Practice of Insurance
- Whole Person Development on Healthy Lifestyle
- Whole Person Development on Team Work & Communication
|
Year 3 :
- Chinese Communication
- Customer Relationship Management
- English and Communication for Business
- Financial Markets and Institutions
- Fixed Income and Derivative Investments
- General Insurance
- Quantitative Techniques
- China Business Studies
|
- Introduction to Financial Planning
- Equity Investments
- Legal and Regulatory Framework for Financial Services
- Overview on Financial Services in China
- Whole Person Development on Self-confidence and Career Development
|
Year 4 :
- Advanced Financial Planning
- Financial Services Marketing
- Legal and Regulatory Framework for Financial Services
- Life and Health Insurance
- International Finance
|
- Portfolio and Fund Management
- Retirement Planning and Mandatory Provident Fund
- Tax and Estate Planning
- Project
- Whole Person Development on Career Image & Ethics and Integrative Issues
|
Articulation Arrangement
Graduates can apply for admission to the top-up degree programmes in Hong Kong offered by the following universities in collaboration with the Vocational Training Council :
- Leeds Metropolitan University
- Northumbria University, and
- The Open University of Hong Kong
Industrial Recognition
Graduates are now entitled to the following exemptions :
- The Chartered Insurance Institute, UK - 175 credits at Diploma Level in General Insurance; 49 credits at Certificate level in Financial Planning plus 20 credits at Diploma level in Financial Planning
- Institute of Financial Planners of Hong Kong - AFPTM Certification Education Program
- Society of Registered Financial Planners - Papers FP3020 – Insurance Planning, and FP3030 – Investment Planning (out of 5 papers)
- The Hong Kong Institute of Bankers - CFMPTM Module 3: Essentials of Banking and Financial Planning, and Module 5: Tax and Estate Planning
- The Institute of Certified Management Accountants - 10 units of ICMA professional examination (subject to meeting specific educational requirements of ICMA through the selection of subjects in the recognized program(s))
The course is recognised by the following professional body as satisfying the academic requirements for its senior associate membership :
- The Australian and New Zealand Institute of Insurance and Finance, Australia - Senior Associateship
(N.B. Professional body will normally review its curricular periodically. Students should check with the professional body concerned directly for latest exemptions.)
Career Prospects
Financial planning, financial services and investment are prospering in Hong Kong. Graduates may take up a number of posts at technical, supervisory or managerial level in banks, securities firms, insurance companies, etc. For instance, they can be employed as financial planner, marketing and customer services officer, insurance underwriter, claims officer, investment officer, securities dealer and the like.
