Bachelor of Arts (Honours) in Personal Finance (For 2025 intake)

Programme Introduction

The BA(PF) programme is the first finance undergraduate programme catering to individual and household financial needs. Distinguished from conventional finance programmes, BA(PF) emphasizes the global financial services context to develop student’s skills in personalized financial advising and wealth management. The Programme covers the fundamental principles of finance and investments, such as taxation, credit management, retirement planning, estate planning, etc. Meanwhile, the BA(PF) incorporates the latest developments in the global financial services sector, including fintech, risk management, ESG investment, and green and sustainable finance.

The BA(PF) is “Discipline-based, Practice-oriented”. Students are expected to obtain various global and experiential learning opportunities, including financial internships, field studies, and business networking. It aims to nurture future financial talents in wealth management and financial planning. All these themes align with the talent strategies to position Hong Kong as a global hub for wealth management.

Key Features:

• The first finance bachelor’s degree programme focuses on personal finance in Hong Kong, aligning talent strategies to position Hong Kong as a global hub for wealth management.
• Diversified career prospects in the finance sector, including wealth management and family office business, financial planning, asset advising, credit analysis, etc. 
• Cross-disciplinary learning in financial planning and advisory, wealth management and financial communication.
• Global and experiential learning opportunities, financial internships, and various field studies.
• Professional Recognition: BA(PF) students and graduates are eligible to apply for exemptions for three courses of the Certified Financial Planner (CFP) Certification Education Programme offered by The Institute of Financial Planners of Hong Kong (IFPHK).

Programme Structure

Notes:      
(1) Classes will be held in Tai Po Campus and Tseung Kwan O Study Centre / North Point Study Centre / Sports Centre / Kowloon Tong Satellite Study Centre as decided by the University.       
(2) Students admitted into this programme are required to visit the Greater Bay Area (GBA) and/or other parts of Mainland China. The programme may also require students to participate in other non-local learning experience for completion of the programme. While the visits are subsidised, students are required to contribute part of the estimated cost of the visits ("students’ contribution"), whereas any personal entertainment, meals expenses, travel document fee and personal insurance costs shall be at students’ own expense. The estimated cost of the visits and students’ contribution for students admitted to the coming cohort is yet to be available due to a variety of factors such as inflation of cost of the visits, trip duration, traveling expenses, the exchange rate, etc.

Internship / Overseas Study Opportunities

To provide students with experimental learning opportunities for first-hand experience of personal finance and financial advisory, students have to take part in an 8-week supervisory internship programme in the field. The internship opportunity can facilitate students to apply contemporary financial theories and practices to personal finance and financial advisory in authentic situations. It is expected that students can build up their careers and networks in fields like business, non-government organisations and education, with professional training and support through this internship programme.

Career Prospects/Professional Recognition

It is anticipated that the majority of the graduates of the programme can find a diversity of career options in the finance and financial advisory fields, such as financial planner, asset/investment advisor, credit analyst, financial advisor and education trainer/provider who shall play significant roles as being financial educators through their service provisions to customers.

BA(PF) students and graduates are eligible to apply for exemptions for three courses of the Certified Financial Planner (CFP) Certification Education Programme offered by The Institute of Financial Planners of Hong Kong (IFPHK).

To facilitate students acquiring relevant finance professional qualifications, the programme also covers most of the exam syllabus of the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

Note: As the 2025/26 academic year is the beginning of the 2025/26 - 2027/28 triennium, the programmes to be offered in the 2025-28 triennium with allocation of UGC-funded places are still subject to the Government's approval.

Disclaimer   
Any aspect of the courses and course offerings (including, without limitation, the contents 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 if necessary. Without limiting the generality of the University’s discretion to revise the courses and course offerings, it is envisaged that changes may be required due to factors including staffing, enrolment levels, logistical arrangements, curriculum changes, and other factors caused by change of circumstances. Tuition fees, once paid, are non-refundable.

In the event of inconsistency between information in English and Chinese versions or where an interpretation of the programme content is required, the decision of the University shall be final.