Master of Arts in Personal Finance Education

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 formulate and implement 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).

The programme comprises 24 credit points (cps). Participants normally take one year (full-time mode) or two years (part-time mode) to complete the programme. They need to attend classes which may be held in the evening/daytime on weekdays or weekends at the Tai Po Campus or Tseung Kwan O Study Centre and/or North Point Study Centre or satellite study center near Kowloon Tong as decided by the University.

Students are required to complete 24 credit points for graduation. The normal study pathway is shown as below:

*Choose one out of two elective courses

*Choose one out of two elective courses

There are two options for students to complete the 24 credit points for graduation:
1) Students who opt for coursework will need to take 8 courses

Component	Credit Points (CPs)
All 7 core courses and 1 Elective	24
Total	24

2) Students who have sufficient research competencies, obtained approval, and opt for the Research Project can be exempted from taking the Research Methods in Finance and the elective course. Their study path is as follows:

Component	Credit Points (CPs)
6 core courses	18
Research Project	6
Total	24

The medium of instruction is English.

1. Applicants should normally hold a recognised Bachelor’s degree or other equivalent qualifications.
2. Applicants whose entrance qualification is obtained from an institution in a non-English speaking system should normally fulfill one of the following minimum English proficiency requirements:

• IELTS 6.0; or
• Grade C or above in GCSE / GCE OL English; or
• TOEFL score of 80 (internet-based test); or
• Band 6 in the Chinese Mainland’s College English Test (CET) (a total score of 430 or above and the test result should be valid within two years); or
• Other equivalent qualifications.

3. Shortlisted applicants may be required to attend an interview.

For details, please visit: https://www.eduhk.hk/acadprog/EnReq(Pg)/

	Course	Course Code & Outline
Master of Arts in Personal Finance Education (One-year Full-time / Two-year Part-time)	Global Financial Market and Instruments	BUS6031
	Quantitative Analysis for Financial Studies	BUS6032
	FinTech and Consumer Finance	BUS6033
	Ethical Issues and Decision Making in Personal Finance	BUS6034
	Financial Risk Management for Investment	BUS6035
	Research Methods in Finance	BUS6036
	Financial Literacy Education for All Aged Groups	BUS6037

Elective: BUS6038 Investment Analysis and Portfolio Management for Personal Needs | BUS6039 Contemporary Issues in Personal Finance Education | BUS6046 Internship Programme in Personal Finance Education
Research Project: BUS6040 Research Project

Any aspect of course offerings (including, without limitation, the content 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. Without limiting the right of the University to amend the course and its course offerings, it is envisaged that changes may be required due to factors such as staffing, enrolment levels, logistical arrangements, curriculum changes, and other factors caused by unforeseeable circumstances. Tuition fees, once paid, are non-refundable.

The programme is offered on a self-financed basis. The tuition fee for the whole programme is HK$140,000 ($5,833 per credit point), which is provisional and subject to adjustment.

Entrance Scholarship is available and awarded on the basis of academic merits with consideration of non-academic achievement.

Congratulations to the MA(PFE) team which won the Bronze Award of the Personal Finance Ambassador Programme 2021/22

Four MA(PFE) students (Xiao Shiqi, Chen Weiwei, Liu Yutong, Ou Shiteng) formed the team “Budget BOX” and won the Bronze Award of the Personal Finance Ambassador Programme 2021/22 on January 15, 2022. The Personal Finance Ambassador Programme 2021/22 was co-organised by HKEX Foundation Limited, Investor and Financial Education Council, and St James’ Settlement.

Under the theme of “Digital Personal Finance”, 14 teams from the local tertiary institutions were shortlisted and trained as Personal Finance Ambassadors to develop on-campus financial education project. Six teams were selected to compete for awards at the Presentation and Award Ceremony.

Budget BOX, as the Personal Finance Ambassador, conducted both online (Instagram posts, WhatsApp group activities and game websites) and offline campaigns (booths and workshops) to boost the knowledge on Digital Personal Finance among EdUHK students. The campaigns have involved over 350 students of EdUHK and over 60 students participated in the workshop lecture on “University Students' Money Management in the big data era”.

Some students of EdUHK get to know their own personal financial status, risk tolerance and produce their personal financial wellness proposal under the guidance of Budget BOX.

MA(PFE) students will continue to organise the workshops on personal finance in the further days.

For sharing from the Bronze Award team “Budget BOX”, please go to the article via the following weblinks:

(Chinese version only)

參賽感言（一）https://mp.weixin.qq.com/s/rmeScl3t36yJRGqatJKYGA

參賽感言（二）https://mp.weixin.qq.com/s/RmXtoQ8Hq_rMFX9Ky4BEZQ

 

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MAPFE programme organized the workshop on “University Students' Money Management in the big data era”

The Master of Arts in Personal Finance Education (MAPFE) programme organized the first on-campus financial education workshop on December 8, 2021. The workshop focused on “How college students manage money in the big data era.” 

The MAPFE student, Ms. Morrian XIAO, acted as the instructor and gave the lecture to help the participants manage money properly.  The workshop also introduced savings, consumption, investment, and how to prevent online financial fraud.

About 60 students from various majors in the EdUHK participated in the workshops in person or online. The workshop aims to increase their awareness and understanding of financial literacy. 

The MAPFE students will organize a series of on-campus seminars/workshops/games on finance education, including money and credit management, the introduction of cryptocurrency, MPF management, retirement plan to the EdUHK community. 

This project, “On-campus financial literacy education in the EdUHK community,” is supported by the Specific Student Empowerment Work Scheme (Specific SEWS) 2021/22. These activities will be held from December 2021 - June 2022.

 

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MAPFE programme organized job hunting training workshops

The Master of Arts in Personal Finance Education programme organized training workshops on “How to Start Job Hunting in Hong Kong” on September 29 and October 6, 2021, respectively. The speaker, Ms Jacqueline Lo, gave the talks to help students know where to obtain the job vacancy information, prepare the CV and cover letter, and learn the interview etiquette.

 

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Financial Elite Shares professional perspective on Hong Kong’s Derivative Securities Market

Mr Martin Wong, the Executive Director and Head of Exchanged Traded Solutions Sales (Asia Pacific) of BNP Paribas, gave a professional sharing about “Derivative Securities Markets in Hong Kong” on October 5, 2021.

 

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Data Scientist Gave Academic Seminar on Financial Risk Management

Prof. Li, Wai-Keung, the Research Chair Professor of Data Science, and the Dean of the FLASS at The Education University of Hong Kong (EdUHK), gave an academic seminar to the students in the programme Master of Arts in Personal Finance Education.

Learn to be a money sage
(英文虎報 The Standard, 26 Jan 2021)
https://www.thestandard.com.hk/section-news/fc/4/226921/

大學生「碌」卡是精明還是會惹上一身債？
(信報財經新聞, 朱文英博士, 21 Oct 2020)
https://www1.hkej.com/dailynews/culture/article/2610991/

教育小朋友理財 延遲滿足換取更大獎勵
(信報財經新聞, 朱文英博士, 15 Sept 2020)
https://www1.hkej.com/dailynews/culture/article/2581695/

教大明年首辦理財教育碩士
(星島日報, 3 Sept 2020)
https://std.stheadline.com/daily/article/2273209/

教大明年辦理財碩士課 校長張仁良：樂意客串
(明報, 3 Sept 2020)
https://news.mingpao.com/pns/%E6%95%99%E8%82%B2/article/20200903/s00011/1599070176386/

【中環解密】教大首辦理財碩士課程 張仁良或客串
(信報財經新聞, 3 Sept 2020)
https://hk.news.yahoo.com/%E4%B8%AD%E7%92%B0%E8%A7%A3%E5%AF%86-%E6%95%99%E5%A4%A7%E9%A6%96%E8%BE%A6%E7%90%86%E8%B2%A1%E7%A2%A9%E5%A3%AB%E8%AA%B2%E7%A8%8B-%E5%BC%B5%E4%BB%81%E8%89%AF%E6%88%96%E5%AE%A2%E4%B8%B2-193100407.html

教大明年開辦個人理財教育碩士課程 校長張仁良或客串上陣授課
(hket.com, 2 Sept 2020)
https://topick.hket.com/article/2742209

講求事實數據的理財教育
(信報財經新聞, 姚偉梅教授, 8 Jun 2019)
https://www1.hkej.com/dailynews/culture/article/2157737/

 

Admission Enquiries

Tel: (852) 2948 6886
E-mail: tpgadmission@eduhk.hk

Programme Enquiries

Tel: (852) 2948 8727
E-mail: mapfe@eduhk.hk