Course Information
Course Overview
Programme Features
This programme aims to equip students with knowledge and related practical skills in banking and financial planning analysis, and prepare them to sit for securities, insurance and banking licensing and/or professional examinations. It enables students to acquire the essential competence pertinent to employment in financial institutions.
Career Prospects
Graduates can develop their career in banks, securities and investment companies, insurance companies, etc. They are competent to take up positions such as Bank Teller, Customer Service Representative, Investment Consultant, Wealth Management Consultant, Securities Dealer, Business Development Officer, Credit Officer, Trade Finance Operation Officer, Operational Support Officer, Insurance Underwriter and Claims Officer, etc.
Professional Recognition
Graduates may apply for professional recognition and partial exemption from professional examinations:
• Australian and New Zealand Institute of Insurance and Finance
• Chartered Insurance Institute
• Institute of Financial Planners of Hong Kong
• Society of Registered Financial Planners
Notes: The revalidation of programme will be conducted in 2025. The curriculum will be updated if circumstances so warrant.
Direct Admission to Degree Programme
Northumbria University, UK
• BSc (Hons) Global Business Management@
• BSc (Hons) International Banking and Finance@
What You’ll Learn
Professional Core Modules
• Banking
• Principles and Practices of Financial Planning
• Investment Analytics
• Insurance Products and Practices
• Law & Regulations in Banking and Finance