Prospective Students

Master of Arts in Personal Finance Education

 
PROGRAMME FEATURES
 
  • It 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.
  • 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.
     
PROGRAMME ENQUIRIES
 
Hotline : (852) 2948 7707
Fax : (852) 2948 8018
E-mail : jclee@eduhk.hk
Website : https://www.eduhk.hk/mapfe
In person :

Room D3-1/F-22A, Department of Social Sciences,
The Education University of Hong Kong,
10 Lo Ping Road, Tai Po, New Territories, Hong Kong
 

Every effort has been made to ensure that information contained in this website is correct. Changes to any aspects of the programmes may be made from time to time due to unforeseeable circumstances beyond our control and the University reserves the right to make amendments to any information contained in this website without prior notice. The University accepts no liability for any loss or damage arising from any use or misuse of or reliance on any information contained in this website.

Programme Info
Programme Leader
Dr CHU Man Ying Amanda
TEL
2948 8941
E-mail
amandachu@eduhk.hk
Website
Leaflet


Contents of the Programme
PROGRAMME AIMS

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).

PROGRAMME STRUCTURE

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 satellite study center near Kowloon Tong as decided by the University.

PROGRAMME CURRICULUME

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

Full-time Mode:
Year Semester Courses Credit Points (cps)
1 I Core: Global Financial Market and Instruments (3 cps) 12 cps
Core: Quantitative Analysis for Financial Studies (3 cps)
Core: FinTech and Consumer Finance (3 cps)
Core: Ethical Issues and Decision Making in Personal Finance (3 cps)
II Core: Financial Risk Management for Investment (3 cps) 9 cps
Core: Research Methods in Finance (3 cps)
Core: Financial Literacy Education for All Aged Groups (3 cps)
*Elective: 
Investment Analysis and Portfolio Management for Personal Needs (3cps)
or 
Contemporary Issues in Personal Finance Education (3cps)
3 cps
Total Credit Points 24 cps

*Choose one out of two elective courses

Part-time Mode:
Year Semester Courses Credit Points (cps)
1 I Core: Global Financial Market and Instruments (3 cps) 6 cps
Core: Quantitative Analysis for Financial Studies (3 cps)
II Core: Financial Risk Management for Investment (3 cps) 6 cps
Core: Research Methods in Finance (3 cps)
2 I Core: FinTech and Consumer Finance (3 cps) 6 cps
Core: Ethical Issues and Decision Making in Personal Finance (3 cps)
II Core: Financial Literacy Education for All Aged Groups (3 cps) 3 cps
*Elective: 
Investment Analysis and Portfolio Management for Personal Needs (3cps)
or 
Contemporary Issues in Personal Finance Education (3cps)
3 cps
Total Credit Points 24 cps

*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
 
MEDIUM OF INSTRUCTION

The medium of instruction is English.

TUITION FEE

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

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

ENTRANCE REQUIREMENTS
 
  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.
  1. Shortlisted applicants may be required to attend an interview.

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

Course Outlines

 

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 
Research Project: BUS6040 Research Project

 

Any aspect of the course and 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 and curriculum changes.

Media Coverage

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

Enquiries

Admission Enquiries

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

Programme Enquiries

Ms Jane Lee
Tel: (852) 2948 7707
E-mail: jclee@eduhk.hk