Notes / 附註:
*APPLICANT PURSUING THIS COURSE WITH COURSE COMMENCEMENT DATE FALLING AFTER 31 JANUARY 2026 IS NOT ELIGIBLE TO CLAIM REIMBURSEMENT FROM CEF. / 申請人報讀於二零二六年一月三十一日後開課的課程並不能申領基金發還款項。

Entry Requirements / 入學要求:
Applicants should hold a bachelor’s degree or above awarded by an institution in Hong Kong or overseas recognised by HKICPA. If the degree or equivalent qualification is granted by an institution where the language of teaching and assessment is not English, applicants shall provide evidence of English proficiency such as: (i) an overall band of 6.0 or above with no sub-tests lower than 5.5 in the IELTS (ii) a score of 550 or above in the paper-based TOEFL, or a score of 213 or above in the computer-based TOEFL, or a score of 80 or above in the internet-based TOEFL (iii) HKALE Use of English at Grade E or above (iv) HKDSE Examination English Language at Level 3 or above

Course Outline / 課程大綱:
(1) Financial objectives (1 hour) (2) Financial management framework (2 hours) (3) Sources of finance (3 hours) (4) Capital expenditure and investment (4.5 hours) (5) Cost of capital and Valuation (8 hours) (6) Treasury risk management (3 hours) (7) Financial Forecasting and planning (4 hours) (8) Business and financial analysis (5 hours) (9) Performance measurement (3.5 hours) (10) Pricing Strategy (2 hours) (11) Examination (3 hours)

Instructors' Qualifications / 導師資歷:
(1) Bachelor’s degree (master’s degree or above is preferred); (2) Professional qualifications in respective industry; (3) At least 5 years’ working experience in the respective industry and areas relevant to the teaching subjects/expertise; (4) At least one year’s teaching/training experience in tertiary or private institutions; and (5) Appropriate teaching skills.

Assessment / 課程評核要求:
(A) Assessment Items and Their Weightings:
(1) Take-home assignment (50%);
(2) 3-hour closed-book exam with MC and essay questions (50%)

(B) Completion Requirements and CEF Reimbursement Requirements:
(1) Learners are required to fulfil all of the following in order to pass a module:
(i) pass each component of assessment task individually (that is, course work, examination, and where applicable, group presentation) at 50%
(ii) obtain 50% of the total mark of a module; and
(iii) achieve 70% or above attendance of a module.

Delivery Mode / 授課模式:
36 hours + 3 examination hours; PT

Course Duration / 課時:
1-3 months (Regular mode), 1 month (Intensive mode)

Effective Date / 課程生效日期:
27/09/2021

CEF Registration Invalid From / 基金課程登記失效日期:
01/02/2026