香港财务策划师学会 (IFPHK) 确认,个人理财荣誉文学士课程 [BA(PF)] 的学生和毕业生有资格申请豁免修读CFP资格认证教育课程。这一权威的专业认可及豁免措施,肯定了BA(PF)课程的高素质,并反映BA(PF)的课程结构符合香港金融业界对人才培养的期望。
CFP资格认证及豁免措施将为BA(PF)学生及毕业生带来何优势?
符合条件的BA(PF) 学生可申请豁免修读CFP资格认证教育课程中的以下三个课程,从而简化获得全球认可的CFP资格认证的流程:
课程一:投资策划及资产管理
课程二:保险策划及风险管理
课程三:税务策划及遗产安排
CFP资格认证将如何拓展BA(PF)毕业生的就业发展机会?
获得 CFP 认证,可以提升毕业生在金融服务业的专业素质和公信力,拓宽金融服务行业的职业机会,尤其是在个人理财和私人财富管理方面。毕业生有更佳的职业前景,开发增加收入的潜力。
BA(PF)学生如何申请 CFP资格认证?
BA(PF)学生如有兴趣申请 CFP资格认证,建议提前了解香港财务策划师 (CFP) 资格认证要求 (Certification Requirements),并预备相关文件,以申请豁免修读CFP资格认证教育课程。详情可浏览IFPHK网页: https://www.ifphk.org/certification/transcript-review 。
获预先批核的课程豁免详情:
获IFPHK预先批核及豁免的CFP 资格认证教育课程 | 教大科目编号 | 教大科目名称* |
课程一:投资策划及资产管理 | BUS4059 + BUS4060 | 个人需求的投资分析与投资组合管理;及 投资财务风险管理 |
课程二:保险策划及风险管理 | BUS3054 + BUS3056 | 家庭理财和财富管理;及 终身和退休财务规划 |
课程三:税务策划及遗产安排 | BUS2051+ BUS3054 + BUS3056 | 预算和税务;及 家庭理财和财富管理;及 终身和退休财务规划 |
*注:科目名称中文译文仅供参考。
Dear Colleagues,
I am delighted to share with you the fantastic news on the funding result of the Research Impact Fund (RIF) 2024/25 announced by the Research Grants Council (RGC) on 27 December 2024.
Out of 175 proposals submitted to the RGC, 14 projects were funded in this round of RIF exercise. Professor Chou Kee Lee of the Department of Social Sciences and Policy Studies (SSPS) has distinguished himself through a rigorous selection process, demonstrating exceptional academic merit and influential contributions to society. Please join me in conveying my warmest congratulations to Professor Chou and his team on their great achievement!
The RIF aims to encourage local academics to consider and articulate the potential of research to deliver benefits to the wider community, to encourage more impactful and translational research projects, and to encourage a greater volume of collaborative research beyond academia (e.g. with government departments, the business sector, the industry and research institutes).
Professor Chou’s project “Alleviating Loneliness in Older Adults Living in Poverty: A Multi-level Intervention” received HK$5.3 million in funding from the RGC. In this four-year project, Professor Chou’s team seeks to conduct a single-blinded cluster, four-arm randomized controlled trial designed to test the effect and cost-effectiveness of a multi-level intervention to alleviate loneliness among Hong Kong Chinese older adults living in poverty. This study will lay a solid foundation for the large-scale implementation of such an effective, accessible, affordable, and scalable intervention shortly by capitalizing on community social capital.
As we move forward, I encourage faculty members to tap into your full potential to embark on impactful research and continue to grow in the research capacity and vibrancy of the University. The RGC has different levels of large-scale research grants above the usual Early Career Scheme (ECS) / General Research Fund (GRF), such as Collaborative Research Fund (CRF), Theme-based Research Scheme (TRS), Strategic Topics Grant (STG) and Research Fellow Scheme (RFS) / Senior Research Fellow Scheme (SRFS), in addition to the RIF. Your unwavering efforts are indispensable to our success, and I am excited to see more incredible work we will accomplish together, elevating the university to new heights.
Congratulations again to Professor Chou and his research team members.
Best,
Chetwyn
Professor Chetwyn Chan
Vice President (Research & Development)
Dr Herbary Cheung, an alumnus of The Department of Asian and Policy Studies (now The Department of Social Sciences and Policy Studies), has been honored with two prestigious Early Career Researcher awards for his outstanding work on gender and migration, promoting Equity, Diversity, and Inclusion in Southeast Asia.
Dr Cheung completed his PhD under the Hong Kong PhD Fellowship Scheme (HKPFS) at EdUHK in 2022, under the supervision of Dr. Isabella Ng. He is currently a Lecturer (Assistant Professor) at the Malaysia School of Arts and Social Sciences, Monash University.
In 2024, Dr. Cheung was awarded the PVC’s Award for Excellence in Research (Early Career Researcher) at Monash University and the New Mandala’s Emerging Scholar Award. These accolades highlight the importance of his research in tackling complex societal issues, while advancing theoretical and methodological approaches in gendered migration studies and intersectionality in Southeast Asia.
Dr Cheung recently published a book titled Single Mothers in Thailand: Women, Motherhood, and Going it All Alone. The book investigates a range of major sociological debates and policy studies related to gender, family, marriage, health, intersectionality, and social exclusion of single mothers in Thailand.
Congratulations to Dr. Cheung on these well-deserved achievements!
As part of the PUA3016 Leadership in Social Entrepreneurship and Development course, over 40 students had an incredible opportunity to visit Project Dignity Hong Kong.

The agenda featured a delightful lunch at Dignity Kitchen, where the students experienced the vibrant food culture while engaging with the mission of social inclusion. The highlight of our visit was a compelling presentation by Mr. Koh Seng Choon, the founder of Project Dignity. His inspiring journey from humble beginnings to establishing a successful social enterprise demonstrated the profound impact of innovative business models on marginalized communities.
Mr. Koh elaborated on how Project Dignity not only serves authentic Singaporean dishes but also empowers individuals through comprehensive training and placement programs. This initiative exemplifies how food can be a catalyst for social change, bringing together people from diverse backgrounds and fostering community spirit.
The visit underscored the significance of leadership and compassion in social entrepreneurship. The students left feeling inspired and motivated to contribute positively to the community.
This is a compulsory GBA field trip for the course GGP3014 Pedagogy in Geographical Education, led by Dr. Karen LIU. In this field trip, students had the opportunity to familiarize themselves with the latest development in GBA city and gain a deeper understanding of the educational environment through engaging in in-depth discussion with the current experienced teacher from the mainland. The students not only visited the local school and observed a professional geography lesson, but also explored the surrounding field sites and further investigated the city changes brought by urban development and governance planning. It is believed after the field trip, students will be able to understand how to conduct an effect teaching session and enhance their subject knowledge with analytical study of different cases in GBA.
On November 4, 2024, Dr Isabella Ng, Associate Professor in the Department of Social Sciences and Policy Studies and co-founder of the Hong Kong Society for Asylum-Seekers and Refugees, was invited by the Malaysia School of Arts and Social Sciences at Monash University to share her expertise on advocating for the rights of refugees and asylum-seekers with her students from the Education University of Hong Kong (EdUHK) and the interns with diverse backgrounds from all over the world.

Alongside Ms. Piya Muqit, Dr. Ng offered practical guidance on how students can apply classroom knowledge and skills to make meaningful contributions in their internships. She emphasized that internships not only serve as professional training but also empower individuals and communities in need.
In a collaborative discussion with Dr. Herbary Cheung, Lecturer (Assistant Professor) in Gender Studies and Work Integrated Learning/Internship Coordinator at Monash University, Dr. Ng explored the potential for a transnational, research-based work-integrated learning project between EdUHK and Monash. This initiative aims to inspire students from both universities to investigate social and policy issues, fostering active engagement and cross-cultural inquiry beyond the classroom.