PgDip in Financial Markets and Portfolio Management (FMPM)

Mode and Schedule

Part-time Weekend Mode, with one intensive module on a weekend (Saturday and Sunday) each month. The entire programme will be completed in approximately 18 months.

Location

All students will attend the Inauguration Ceremony-cum-Residential Workshop, Final Project and Graduation Ceremony in Hong Kong. After that, the modules will then be held in five learning centres in Beijing, Shanghai, Shenzhen, Guangzhou, and Chengdu respectively. To enhance students' learning experience and create an enriching communication and sharing platform, the Institute will make appropriate arrangements for students to attend classes at different learning centres.

Medium of Teaching

Putonghua, supplemented with English.

Admissions Appointment

Develop a Global Macro Perspective to Optimise Asset Allocation Management

In times of frequent occurrence of “black swans”, we understand that the choices made by individuals are closely related to the macro trends, especially for senior managers of financial institutions and enterprises, and that the strategic decisions of those in command are constantly being tested. The financial industry is also more demanding than other industries in terms of professionalism. In the times ahead, in order not to become obsolete, it will be more important for individuals and companies to keep upgrading their financial expertise, to take a broader view of the future and to see the road ahead to stay in touch with the times.

The Financial Markets and Portfolio Management (FMPM) programme at the HKU Institute for China Business is designed to provide a quality learning experience with an emphasis on theory and practice, focusing on "Develop A Global Macro Perspective to Optimise Asset Allocation Management". Today, our FMPM alumni are everywhere in the banking, securities, insurance, asset management, and other financial sectors in Mainland China.

Wealth appreciation is the increase in the aggregate value of different asset classes, including fund investments, ETFs, stock trading, offshore funds, alternative investments, property investment insurance, and medium to long-term investments. The programme provides a systematic approach to teaching financial markets and portfolio strategies. Top traders may have different trading strategies, but they all share a common trait of looking for entry opportunities with a trading edge, and for these top traders, risk management is the basis of all trading. The programme also offers knowledge on private equity and venture capital for students who wish to start their own business.

The new era in the financial markets into which we have just entered has led to the following four features:

The arrival of a game-changing moment in the world of finance
The inclusion of China A-shares in the MSCI Morgan Stanley Capital International Index
The "Outline Development Plan for the Guangdong-Hong Kong-Macao Greater Bay Area" place the Hong Kong Financial Centre in a key position and spread its spirit across the country
The growth of FinTech leading to excellence in financial institutions

The programme is accredited by CPA Australia. Upon completion of the programme, students can apply for membership in CPA Australia and get a head start on their professional career.

CPA Australia

Partner Programme with CPA Australia:
•   Eligibility to apply for membership in CPA Australia with a membership certificate
•   Exempt from CPA Australia Foundation courses and no examination fees
•   Eligibility to apply for an AICPA scholarship worth approximately 5,000RMB

* This programme is only open to students with a bachelor's degree or above in the discipline and three years of relevant work experience.
* The final decision on this programme rests with CPA Australia.

Programme Design

Financial Market Analysis： Gain insight into the changes and opportunities in the global market and keep track of economic investment trends
Global Wealth Management： Grasp cutting-edge financial market development and facilitate asset allocation and succession
Financial Risk Management： Develop a scientific system for investment management and promote the optimal combination between industry and finance

FMPM

Programme Content

Inauguration Ceremony-cum-Residential Workshop
Macroeconomic and Investment Analysis
Quantitative Methods in Portfolio Management
Equity and Fixed Income Analysis
Derivatives and Trading Strategies
Private Equity and Venture Capital
Financial Technology and Artificial Intelligence Algorithm
Green Economy and ESG Investing
Global Wealth Management
Wealth Planning and Succession
Investment Risk Management and Portfolio Optimisation
Final Project

Teaching Members’ Qualifications

In addition to senior professors from the University of Hong Kong, there are also investment executives from various renowned financial institutions and multinational corporations such as Lyon Securities, Credit Suisse, Royal Bank of Scotland, BNP Paribas, Cathay Financial Holdings, PricewaterhouseCoopers, HSBC, and General Electric. All faculty members have extensive experience in financial markets and investment management in Mainland China, Hong Kong, Taiwan, and overseas institutions, and can provide students with a full range of professional training and practical guidance.

Programme Leader and Academic Advisor

岑兆基先生
Mr Jonathan Sum

Academic Stream Leader (Financial Management), former senior executive of a well-known listed investment group and multinational securities investment institution, with over 15 years of experience in the financial

Teaching Members

陆晨博士
Dr Chern Lu

Adjunct Associate Professor; Distinguished Professor of Business Psychology at Harvard University; Distinguished Advisor of Hong Kong International Family Office Association; Applied Math Ph.D of Courant Institute of Mathematical Sciences, New

杨文斌先生
Mr Philip Young

Adjunct Associate Professor; Senior Consultant, Oliver Wyman; Independent Director, OCBC Wing Hang Bank and HDFC Fund Management; MBA from University of Chicago Business School

邱良弼先生
Mr Spencer Chiu

Adjunct Associate Professor; Head of Investment at Franklin Hua Mei Securities; Master's degree in Financial Management and Information Management from New York University

关启正博士
Dr Zenki Kwan

Part-time Lecturer; Chief Investment Officer of a Single Family Office in Hong Kong; Veteran Investment Banker (J.P. Morgan, UBS)

邓智杰博士
Dr Jacky Tang

Adjunct Associate Professo, Head of Investment Management, Goldman Sachs (Asia)

邹宇先生
Mr Jimmy Chow

Part-time Lecturer; Former Director of JPMorgan and Citibank, N.A.; Director of Rothschild Family Bank, Asia; Master of International Finance, Columbia University, U.S.A.

许嘉铭先生
Mr Joe Hui

Part-time Lecturer; Investment Director, Quantitative Division, Hawkeye Group

林浩文先生
Mr Thomas Lam

Part-time Lecturer; Chartered Surveyor; General Manager of Asset and Portfolio Management, New World Development Company Limited, with over 25 years of experience in the real estate industry in the Mainland, Hong Kong, China and Asia Pacific ma

孙志鹏博士
Dr Zhi Peng Sun

Part-time Lecturer; Former Director of Product Design, Lufax, a leading financial technology and internet wealth management platform in China; PhD, Columbia University, USA

谢雅妃女士
Ms Afre Xie

Part-time Lecturer; Director of a Hong Kong Real Estate Development Group; Chief Investment Officer of a Single-Family Office; MSc in Financial Management and Accounting (Honors), University of Leicester, UK

甘启善先生
Mr Andrew Kam

Part-time Lecturer; Partner / Managing Director (China Market); Printemps Investment & Management Group Ltd, Singapore and Director of the Royal Institution of Chartered Surveyors China Board

高翠芬女士
Ms Gina Kao

Part-time Lecturer; Former Senior Manager, China Tax, Ernst & Young; with over 25 years of teaching experience in Finance

王铁先生
Mr Tim Wang

Part-time Lecturer; Founder and CEO of General Water Technologies; a Graduate and a Baker Scholar at Harvard Business School

梅鹏坚先生
Mr Patrick Mui

Part-time Lecturer; CIO of Family Office and Head of Venture Capital Fund, specialising in A.I. and Web3.0 investments; Master degree from University of Cambridge, UK

吴大有博士
Dr Ta Yu Wu

Part-time Lecturer, Head of an initiating unit of the International Institute for Advanced Data Management; Initiator of the Global Data Factor 50 Forum; Member of the board of directors of DAMA China

卢铭恩先生
Mr Leo Lo

Part-time Lecturer; CEO, Fonto Holdings Limited; Managing Director, CHFT Advisory and Appraisal Limited; Founder, Asia PropTech

曹阔博士
Dr Max Cao

Part-time Lecturer; Founder & CEO of Golden Data Ltd (UK) and its China branch, YingKeZhuShu Network Technology Co., Ltd; Developer of DPLUS Industrial Digital Platform; PhD in Computer Science & Material Sciences, University of Manchester

徐超先生
Mr Alan Xu

Part-time Lecturer; Investment Director of Kunpeng Holding Group; MBA from Cornell University and Tsinghua University

Programme Highlights

The programme combines theoretical knowledge of investment with practical experience and cases to cultivate students with keen market insight and professional investment analysis ability. Through systematic learning, students will be able to understand a variety of investment tools and risk management methods, establish an optimal investment and wealth management portfolio, and effectively face the challenges of the market to grasp the financial opportunities.

Global Perspective
Leading students to gain insights into global market developments, mastering the latest financial instruments, raising awareness of risk management, and providing the best investment strategies.
Practical Cases
Highly qualified professional faculty members make full use of their extensive international experience in investment and financing, combined with the specific situation in Mainland China, turning theories into effective real-life practices. By focusing on both theories and practical exercises, students can further assess financial risks, construct effective asset portfolios, and effectively achieve their investment objectives.
Cutting-edge Investment Knowledge and Scientific Analysis
Analyse and evaluate asset appreciation options, leading property and REIT from complex financial data.

Learning Journey

Learn More》 Elective Modules Enterprise Study

Suitable for

This programme is not only suitable for professional managers with years of experience in financial market operations, investment management or financial services, as well as general managers who wish to build systematic portfolio funds including family and corporate investment decision makers, finance directors/managers, investment risk control managers and professional financial institution service providers, but also for middle and senior managers with the need for cross-function financial market operations.

Alumni

Previous students of this programme came from major companies including: Tencent, Belle Group, Ping An of China, Anta, Dongpeng Beverage, OuPai, Kingdee Software, China Resources SZITIC, Everbright Securities, KDDI, Ping An Bank, Huawei, DIA, VIVO, New Oriental, BYD, Guotai Junan, Hetai, Shanghai Fosun, TBU, Podunk Group, JPMorgan, Everbright Securities, Hungry, Fosun, Fosun Pharmaceuticals, Ali, Alibaba, Ali Local Life, ByteDance, Ebay, Jinshida, DXC Technology, Xiaohongshu, Weimed Group, Yangzijiang Pharmaceutical, Sinopharm, Medeno Healthcare, United Family Healthcare, Junlikang Healthcare, Daikin, State Administration of Taxation, Ningbo Museum of Art, Zhengtai New Energy, Park Dairy, OMRON, Yoyi Biologicals, Merck China, World Wide Web, Xiaomi Finance, Suzhou E-Technology, Jiangsu Xintianlun Law Firm Hangzhou United Rural Commercial Bank, China Merchants Bank, DBS Bank, Shenzhen One Account, Beijing Yingke Law Firm, Shanghai Yucheng Law Firm, World Union Bank, Zheshang Bank, Tianneng Financial Leasing, Pointzhan.com, Kibo New Material, Euroland Technology, Jiangsu Yunyi Electric, Joy Hutou Entertainment, Leader Fund, LuJin Real Estate, Express Payment, Bank of Ningbo, Anshuang, Amkor Assembly, Anhui Fanshang Rural Commercial Bank, Industrial Securities, CITIC Securities, Huasheng Securities, Guangfa Securities, Lujiazui Properties, Great Wall Securities, Zheshang Bank, Huafu Securities, Bank of India Aisi Aisi Aisi, Ziguang Digital, Yixin Premier Wealth.

Graduation Certificate

Postgraduate Diploma in Financial Markets and Portfolio Management
Upon completion of the "Residential Workshop", 10 compulsory modules and the "Financial Markets and Portfolio Management Final Project", and after passing the evaluation, students will be awarded the "Postgraduate Diploma in Financial Markets and Portfolio Management" by the University of Hong Kong at the postgraduate level.

Testimonials

“During the one and a half years of study, HKU has built a complete financial investment knowledge system for me, and constructed my financial market pattern from a higher dimension. I have benefited from the international perspective, the luxurious faculty and the ‘interactive + practical’ teaching method. At the same time, I have also interacted and co-created in various activities of the University, creating a fulfilling and splendid journey with all of you. Thank you, HKU ICB, for being a lifelong companion.”

郭邦妮 (FMPM BJ6) 易凯资本影响力中心总经理

" World-class teachers give us a global perspective. After three years of the epidemic and living in China for a long time, I was unconsciously thinking a bit inwardly, and most of the teachers at HKU have international backgrounds and are researchers with different perspectives from mine. Every time I attended a class, I was concentrating hard on the internationalisation and the domestic practice, and was drawing nutrients from them. Perhaps this is the greatest attraction of HKU! ”

饶宁 (FMPM SZ12) EMEA地区企业 BG部长

Fees and Charges

Application fee：	500 RMB
Tuition fee：	118,000 HKD
Meals and travel expenses：	Students are responsible for their own accommodation and transportation during the programme. If the Inauguration Ceremony-cum-Residential Workshop is held offline, accommodation during the period will be arranged by the Institute and the costs will be covered accordingly.

Programme Enquiries

Beijing	Becky Yang - (010) 6596 9976
Shanghai	Cherry Wu - (021) 6841 6189
Shenzhen	Lisa Ouyang - (0755) 2360 9771
Guangzhou	Catherine Fan - (020) 2206 0511
Chengdu	Ania Ai - (028) 8445 7289

HKU ICB