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
| Domain | Credit Points (cps) | |
|---|---|---|
| Year 1 Admissions | Senior Year Admissions | |
| Major | ||
| - Major Course | 42 | 24 |
| - Internship | 3 | 3 |
| - Major Interdisciplinary Course | 3 | 3 |
| - Cross-Faculty Core Course | 3 | 3 |
| - Living and Working in Our Country | 3 | / |
| Second Major / Minor / Electives | 30 | 15 |
| General Education | 22 | 6 |
| Language Enhancement | 9 | / |
| Final Year Project (Honours Project / Capstone Project) | 6 | 6 |
| Total: | 121 | 60 |
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).
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.
EdUHK Held an International Symposium on Personal Finance
The Symposium gathered distinguished scholars and practitioners from leading institutions worldwide. This event explored cutting-edge research and innovative practices across key areas including financial literacy, behavioral finance, fintech applications, retirement planning, and inclusive policy solutions. (The Symposium was supported by the Jiangsu-Hong Kong-Macao University Alliance.)
EdUHK Alumni Day 2025: "Financial Champions" Booth
Students from the Personal Finance Programme at The Education University of Hong Kong leveraged their knowledge in financial education and wealth management to organize an interactive financial literacy booth. Through engaging activities such as mini-games and informative displays of practical financial tips, they effectively promoted the seven core competencies outlined in the “Hong Kong Financial Competency Framework”, including maintaining balanced budgets, practicing sensible savings, making sound investments, understanding investor protection and fraud prevention, as well as being aware of consumer rights and responsibilities.
Personal Finance Programme’s Students Organize Campus Financial Literacy Workshop Series
The student team from EdUHK's Personal Finance Programme successfully organized a Campus Financial Literacy Workshop Series. Serving as keynote speakers, the students shared essential financial knowledge with their peers, contributing to the enhancement of financial literacy across the University.
The workshop series covered a diverse range of topics, including:
- Web 3.0 Investments
- Compound Interest Calculations
- MBTI-Based Financial Personality Analysis
- Economic Principles in Empresses in the Palace
These workshops provided participants with practical financial knowledge and actionable skills.
Personal Finance Programme Students Attended The 17th HKIB Outstanding Financial Management Planners (OFMP) Awards - Presentation Ceremony & Gala Dinner
Invited by The Hong Kong Institute of Bankers (HKIB), Personal Finance students attended The 17th HKIB Outstanding Financial Management Planners (OFMP) Awards - Presentation Ceremony & Gala Dinner. This event provided students with a unique opportunity to immerse themselves in the banking industry, particularly in the wealth management and financial planning sectors. It also offered invaluable exposure and networking opportunities which are essential for students’ future career development in the financial sector.
"Finance × Wealth Management × Personal Finance" Alumni Career Development Sharing Session
Personal Finance Programme at The Education University of Hong Kong (EdUHK) hosted the "Finance × Wealth Management × Personal Finance" Alumni Career Development Sharing Session in February 2025. Alumni representatives shared their career development experiences and professional growth insights across various fields.
The alumni speakers came from diverse sectors, including private equity investment, banking and financial services, academic research, and higher education. This event actively fostered "alumni-student" connections, expanded EdUHK's professional network in personal finance, and leveraged alumni career development resources.
Student Team from Personal Finance Programme Wins Bronze Award in Hong Kong's "Personal Finance Ambassador Programme 2024/25"
The student team "No to Scams" from the Personal Finance Programme won the Bronze Award in the Hong Kong "Personal Finance Ambassador Programme 2024/25." To date, the student teams have won awards for four consecutive years in the "Personal Finance Ambassador Programme", becoming proactive promoters of financial literacy on the EdUHK campus.
EdUHK Personal Finance Programme Collaborates with HKFWS to Safeguard Elderly Financial Well-being
The Personal Finance programme has strengthened its collaboration with the Hong Kong Family Welfare Society (HKFWS), mobilizing students to deliver financial literacy volunteer services in Hong Kong communities by participating in the 'Wealth Intelligence for Smart Elders Course' under the Elder Academy Scheme*. The student volunteers served as financial education assistants for HKFWS, providing tutoring to the elderly on how to use digital tools for personal finance. For instance, they guided seniors on how to utilize price-comparison mobile apps effectively.
*The scheme is implemented by HKFWS's Financial Education Centre.
Vice Chairman of Institute of Financial Planners Hong Kong Shares Insights on Wealth Management and Financial Planning Career Development in Greater Bay Area
Dr. Keith Yu, Vice President (Development) of the Institute of Financial Planners of Hong Kong, shared the latest developments in the wealth management industry in the Greater Bay Area and the career opportunities for Certified Financial Planners (CFP) with students enrolled in the personal finance programme at The Education University of Hong Kong.
Hong Kong Institute of Bankers Shares Insights on Green and Sustainable Finance in the Banking Sector
The Personal Finance programme invited Mr. Kenneth YU from the Hong Kong Institute of Bankers to share green and sustainable finance in the banking industry and exchange views with students on career development in the banking and green finance sectors in Hong Kong.
Hang Seng Bank Hong Kong Shares Insights on Wealth Management in Hong Kong's Banking Sector
Hang Seng Bank Limited was invited by the Personal Finance Programme of The Education University of Hong Kong (EdUHK) to share insights with students on wealth management in Hong Kong's banking industry.
During the sharing session, students from the Personal Finance Programme engaged in in-depth dialogue with the Hang Seng Bank team on topics such as Hong Kong's banking sector, wealth management, cross-border financial planning, and career development in the financial industry—particularly in banking.
Witness the Charms of a Financial Hub Through Financial Education Immersion: Personal Finance Programme Field Visit
The Personal Finance programme organized a series of engaging field trips, helping students gain deeper insights into Hong Kong's financial and commercial development. The students visited the IFEC Financial Education Hub, The Mills in Tsuen Wan, Hong Kong Monetary Authority (HKMA) Information Centre and some financial landscapes in Central.
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"I am grateful to EdUHK for providing me with numerous opportunities through this programme, enabling me to achieve all-round personal growth. The courses offer rich resources for my academic and career development. Inside the classroom, prefessors provided us with first-hand information and clear explanations from a professional perspective. Outside the classroom, we had numerous internship opportunities in the education and business sectors, allowing us to apply theoretical knowledge gained in the classroom for a comprehensive understanding." Tsang Shuk Ting AmyBachelor of Education (Honours) (Business, Accounting and Financial Studies) |
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"As a graduate, my five years of university life have been an enriching journey, fueling my personal and professional growth in ways beyond measure! I acquired extensive knowledge in both education and business, and had invaluable opportunities to apply and refine my skills through meaningful school block practices, solidifying my unwavering commitment to excel in the field of education. Moreover, my active engagement in diverse activities, such as the Association of Business Studies, enables me to forge deep connections with kindred spirits!" Kwok Hiu Yu ChloeBachelor of Education (Honours) (Business, Accounting and Financial Studies) |
香港電台第五台《奮發時刻JUPAS課程巡禮》介紹個人理財榮譽文學士課程(聯招編號JS8688)的課程特色
https://www.rthk.hk/radio/radio5/programme/study_hard/episode/989055
