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| This course is designed for participants to prepare for the CFA Level 1 examination organized by the CFA Institute. Through quality teaching and practical examples, students can expect to gain relevant knowledge required for writing the examination, including financial statement analysis, equity, bonds and derivatives, etc. |
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Upon completion of the course, students will be able to:
- Apprehend sufficient knowledge in challenging the open examination
- Acquire thorough understanding about analysis of financial statements
- Understand the basic valuation methodologies for equities, bonds and derivatives
- Be familiar with the fund management and portfolio management process
- Learn about the high standard of professional ethics and the application of CFA Institute Standard of Professional Conduct
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| Course Highlights |
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Designed for participants who intend to write the CFA Level 1 Examination |
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Delivery of in-depth knowledge of the exam coverage |
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Taught by instructor(s) with CFA qualification and extensive experience in teaching CFA preparatory and finance course |
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| Course Topics |
| ● Financial Statement Analysis |
| ● Quantitative |
| ● Economics and Portfolio Management |
| ● Corporate Finance |
| ● Asset Valuation - Equity |
| ● Asset Valuation - Fixed Income |
| ● Asset Valuation – Derivatives |
| ● Ethics & Professional Standards |
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| This course is designed to provide participants with the opportunity to review the key topics of the CFA Level 1 examination. |
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| Course Highlights |
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Intensive drills on practical examples, exercise and mock examination questions |
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Focus on topics review and exam techniques |
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Experience sharing with CFA charterholder |
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| Course Topics |
| ● Financial Statement Analysis |
| ● Corporate Finance, Quantitative & Economics |
| ● Equity, Bonds, Derivatives |
| ● Portfolio Management and Ethics |
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Lecturer: Mike Hui, CFA
Mike has over 10 years teaching experience in various tertiary institutions, including The Hong Kong Polytechnic University (PolyU), and professional bodies covering finance, banking and Chartered Financial Analysts (CFA) related course. He is a well known and experienced instructor of the Certified Financial Planner (CFP) Investment module in PolyU and other universities.
Mike also has over 15 years working experience in the banking and investment industry mainly in a merchant bank, and 2 years experience as an assistant in Finance Department of a local university. In these few years, he was often appointed as an external consultant for consultancy projects and training programs for a number of banks in Hong Kong and Macau . Currently he is a Marketing Director of an investment consultant firm.
Mike is a CFA charterholder. He has a Master of Science in Finance from the Chinese University of Hong Kong. |
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Management and Executive Development Centre
The Hong Kong Polytechnic Univesity |
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| Office Hours |
| Mondays to Fridays |
9:00am-1:00pm & 2:00pm-8:00pm |
| Saturdays |
9:00am-1:00pm & 2:00pm-5:00pm |
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Personal Information Collection Statement
Details of the Centre's Personal Information Collection Statement for courses is available from the Office (QR702, Core R) and Website (www.polyu.edu.hk/medc) of Management and Executive Development Centre of The Hong Kong Polytechnic University.
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