Bachelor of Arts (Honours) in Personal Finance The Education University of Hong Kong (EdUHK)

Overview

The Bachelor of Arts (Honours) in Personal Finance BA/BEd course from The Education University of Hong Kong (EdUHK) is designed to incorporate the latest developments in the global financial services sector, including fintech, risk management, wealth management, investment analysis, and green and sustainable finance. Meanwhile, the proposed programme covers the fundamental principles of finance and investments, such as taxation, credit management, retirement planning, estate planning, etc.

The programme distinguishes itself from the programmes offered by other local universities by articulating the role of personalised financial advising and wealth management as the pillar for building a more robust financial market. It aims to provide an alternative to the “corporate-centric” conventional finance curriculum and to demonstrate how a more inclusive personal finance curriculum can contribute to a resilient financial system. All of these themes align with the strategic direction of the talent needs in Hong Kong.

Career opportunities:

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.

To facilitate students acquiring relevant finance professional qualifications, the programme covers most of the exam syllabus of the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).