Course Information

  • 4 Sep 2023 (Mon) - 31 May 2024 (Fri) 9:00 AM - 11:59 PM
Registration period
1 Nov 2022 (Tue) - 30 Jun 2023 (Fri)
HKD 147,000 Scholarship Available
(Tuition fees paid are normally not refundable or transferable.

Entrance Scholarship are available and awarded on the basis of academic merits with consideration of non-academic achievement.)
Study Mode
1 Year(s)
The Education University of Hong Kong, 10 Lo Ping Road, Tai Po

Course Overview

Master of Arts in Personal Finance Education 個人理財教育文學碩士 (一年全日制/ 兩年兼讀制) is the first Master of Arts programme in personal financial education in Hong Kong, focusing on both theoretical financial knowledge and workplace application skills to improve participants’ competitiveness in the market.

The Institute of Financial Planners of Hong Kong (IFPHK) confirms that Master of Arts in Personal Finance Education (MAPFE) graduates are eligible to apply for “Fast-track to Certified Financial Planner (CFP)  Certification” - List C candidacy.  Under the fast-track arrangement, the MAPFE graduates will be exempt from taking the CFP certification education program (courses 1 to 3) and the CFP certification examination (foundation level).

Participants will be given opportunities to gain practical and first-hand experience in transferring financial knowledge to individuals and the tools to enable them to be professional financial educators, equipping the skills to operate effectively in the three areas of education, business, and society. The demand for financial talents in mainland China and Hong Kong is growing rapidly. Graduates have a wide range of employment prospects, including banking and financial institutions, government agencies, educational institutions, and mass media.

All subjects are taught in English, in order to strengthen participants’ English proficiency and competitiveness in the international market.


Hotline : (852) 2948 8727
Fax : (852) 2948 8018
E-mail :
Website :

Tel: (852) 2948 6886

What You’ll Learn

The MA(PFE)’s objectives are to:
a. equip participants with professional knowledge in finance and necessary skill sets for investment analysis;
b. enable participants to formulating and implementing comprehensive personal finance education for individuals with different financial backgrounds and needs in a society of prolific lifestyles;
c. focus on necessary financial knowledge in personal finance and the application of knowledge and skills required for effective financial decision-making, financial planning and hence training, education, and knowledge transfer; and
d. equip participants to meet their career goals in either the financial services sector or financial-related educational/training sector. 

Upon successful completion of the programme, participants should be able to:
a. demonstrate solid understanding and a broad spectrum of knowledge and concepts in finance and financial management (PILO1);
b. critically evaluate the trend and development of financial and investment markets in a global perspective (PILO2);
c. integrate financial knowledge in solving personal financial problems and ethical decision making (PILO3);
d. possess high professionalism, creativity and competencies as a financial literacy educator (PILO4); and
e. transfer and apply research methods and financial knowledge in the context of professional work. (PILO5).


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