| Programme Short Name | Study Mode | Normal Period of Study | JUPAS Code | EdUHK Programme Code |
|---|---|---|---|---|
| BA(PF) | Full-time | 4 Years (Year 1 Admissions) 2 Years (Senior Year Admissions) |
JS8688 | A4B120 |
| Enquiry (Admissions) | Enquiry (Programme) | Download Leaflet |
|---|---|---|
| (852) 2948 6886 Submit Your Enquiry |
Dr TAN Weiqiang Ms Yanmi LAM |
Download Leaflet |
Programme Introduction
The Bachelor of Arts in Personal Finance [BA(PF)] is a pioneering undergraduate programme designed specifically to address the financial needs of individuals and households.
What Makes BA(PF) Unique
- Personalized Focus – Further to the training in traditional finance, BA(PF) emphasizes personalized financial advising and wealth management, equipping students to effectively meet individual financial needs.
- Solid Foundations - Students will master key financial principles, including taxation, credit management, retirement planning, and estate planning.
- Stay Ahead of Trends – The programme also covers the latest developments in the global finance sector, such as fintech, risk management, ESG investments, and green and sustainable finance.
Programme Features
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The First Undergraduate Programme in Personal Finance in Hong Kong
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Professional Recognition - Graduates will receive modular exemptions for Certified Banker (CB) Stages I and the Enhanced Competency Framework on Retail Wealth Management (ECF-RWM) from the Hong Kong Institute of Bankers (HKIB), along with exemptions for Course 1 - “Investment Planning and Asset Management”, Course 2 -“Insurance Planning and Risk Management”, and Course 3 - “Tax Planning and Estate Planning” in the Certified Financial Planner (CFP) programme from the Institute of Financial Planners of Hong Kong (IFPHK).
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Discipline-Based, Practice-Oriented Learning - This programme offers a foundation in finance along with professional skills training in personalized financial planning, wealth management, and green finance. It features experiential learning through internships, field visits, and valuable business networking opportunities.
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Diversified Career Prospects - The programme provides diverse career paths in financial services, especially in management, family office business, financial planning, asset advising, credit analysis, etc.
Programme Structure
| Domain | Credit Points (cps) | |
|---|---|---|
| Year 1 Admissions | Senior Year Admissions | |
| Major | ||
| - Major Course | 42 | 24 |
| - Internship | 3 | 3 |
| - Major Interdisciplinary Course | 3 | 3 |
| - Cross-Faculty Core Course | 3 | 3 |
| - Living and Working in Our Country | 3 | / |
| Second Major / Minor / Electives | 30 | 15 |
| General Education | 22 | 6 |
| Language Enhancement | 9 | / |
| Final Year Project (Honours Project / Capstone Project) | 6 | 6 |
| Total: | 121 | 60 |
Notes:
(1) Classes will be held in Tai Po Campus and Tseung Kwan O Study Centre / North Point Study Centre / Sports Centre / Kowloon Tong Satellite Study Centre as decided by the University.
(2) Students admitted into this programme are required to visit the Greater Bay Area (GBA) and/or other parts of Mainland China. The programme may also require students to participate in other non-local learning experience for completion of the programme. While the visits are subsidised, students are required to contribute part of the estimated cost of the visits ("students’ contribution"), whereas any personal entertainment, meals expenses, travel document fee and personal insurance costs shall be at students’ own expense. The estimated cost of the visits and students’ contribution for students admitted to the coming cohort is yet to be available due to a variety of factors such as inflation of cost of the visits, trip duration, traveling expenses, the exchange rate, etc.
Internship / Overseas Study Opportunities
To provide students with experimental learning opportunities for first-hand experience of personal finance and financial advisory, students have to take part in an 8-week supervisory internship programme in the field. The internship opportunity can facilitate students to apply contemporary financial theories and practices to personal finance and financial advisory in authentic situations. It is expected that students can build up their careers and networks in fields like business, non-government organisations and education, with professional training and support through this internship programme.
Career Prospects/Professional Recognition
It is anticipated that the majority of the graduates of the programme can find a diversity of career options in the finance and financial advisory fields, such as financial planner, asset/investment advisor, credit analyst, financial advisor and education trainer/provider who shall play significant roles as being financial educators through their service provisions to customers.
BA(PF) students and graduates are eligible to apply for exemptions for three courses of the Certified Financial Planner (CFP) Certification Education Programme offered by The Institute of Financial Planners of Hong Kong (IFPHK).
To facilitate students acquiring relevant finance professional qualifications, the programme also covers most of the exam syllabus of the Chartered Financial Analyst (CFA).
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