HKU ICB
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 |
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| Medium of Teaching | Putonghua, supplemented with English. |
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.
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
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.
陆晨博士
Dr. Chern Lu
Adjunct Associate Professor at HKU ICB; 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 at HKU ICB; 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 at HKU ICB; 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 at HKU ICB; Chief Investment Officer of a Single Family Office and Listed Company in Hong Kong; Veteran Investment Banker (J.P. Morgan, UBS)
邓智杰博士
Dr. Jacky Tang
Adjunct Associate Professor at HKU ICB; Head of Investment Management, Goldman Sachs (Asia); Master of Studies (Sustainability Leadership), Cambridge University, UK
邹宇先生
Mr. Jimmy Chow
Centre Leader of Family Office Centre of HKU ICB; Programme Director of HKU ICB; previously 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 at HKU ICB; Investment Director, Quantitative Division, Hawkeye Group
林浩文先生
Mr. Thomas Lam
Part-time Lecturer at HKU ICB; 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 at HKU ICB; Former Director of Product Design, Lufax, a leading financial technology and internet wealth management platform in China; PhD, Columbia University, USA
王铁先生
Mr. Tim Wang
Founder and CEO of General Water Technologies; a Graduate and a Baker Scholar at Harvard Business School
甘启善先生
Mr. Andrew Kam
Part-time Lecturer at HKU ICB; 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 at HKU ICB; Former Senior Manager, China Tax, Ernst & Young; with over 25 years of teaching experience in Finance
梅鹏坚先生
Mr. Patrick Mui
Part-time Lecturer at HKU ICB; 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 at HKU ICB, Senior experts in innovation management and digital transformation, Doctor of Managerial psychology, Chinese Academy of Sciences
谢雅妃女士
Ms. Afre Xie
Part-time Lecturer at HKU ICB; CIO of a family office of a well-known Hong Kong-owned property group; MSc in Financial Management and Accounting, University of Leicester, UK
卢铭恩先生
Mr. Leo Lo
Part-time Lecturer at HKU ICB; CEO, Fonto Holdings Limited; Managing Director, CHFT Advisory and Appraisal Limited; Founder, Asia PropTech
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
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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, Tencent, 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 ManagementUpon 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.
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
| Cathy -(010) 6596 9915 |
| Cherry Wu - (021) 6841 6189 |
| Lisa Ouyang - (0755) 2360 9771 |
| Catherine Fan - (020) 2206 0511 |
| Ania Ai - (028) 8445 7289 |