Bachelor of Arts (Honours) in Personal Finance (For 2025 intake)

Programme Introduction

The BA(PF) programme is a “discipline-based, practice-oriented” programme that builds on the wider well-established tradition of the finance discipline. It 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.

Programme Structure

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.

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).

Note: As the 2025/26 academic year is the beginning of the 2025/26 - 2027/28 triennium, the programmes to be offered in the 2025-28 triennium with allocation of UGC-funded places are still subject to the Government's approval.

Disclaimer 
Any aspect of the courses and course offerings (including, without limitation, the contents of the course and the manner in which the course is taught) may be subject to change at any time at the sole discretion of the University if necessary. Without limiting the generality of the University’s discretion to revise the courses and course offerings, it is envisaged that changes may be required due to factors including staffing, enrolment levels, logistical arrangements, curriculum changes, and other factors caused by change of circumstances. Tuition fees, once paid, are non-refundable.

In the event of inconsistency between information in English and Chinese versions or where an interpretation of the programme content is required, the decision of the University shall be final.