Higher-Diploma-in-Financial-Planning

Higher Diploma in Financial Planning

Key Features

  • Equipping students with professional knowledge in financial planning
  • Preparing students for future careers in the financial sectors through regular company visits and professional talks
  • Providing students with working experience in financial companies through summer internship

Programme Objectives

  • Provides academic and professional training for those who want to develop their career in banking, securities and finance industries

  • Helps students to obtain professional qualifications in financial sector

Programme Learning Outcomes

Upon completion, students will be able to:​
  • provide academic and professional training for those who want to develop their career in financial sector;
  • aid students to obtain professional qualification in financial sector; and
  • prepare students who want to further their study in the field of banking and finance.

Curriculum

General Education (24 Credits)

  • General English

  • English for Oral Academic Communication

  • Business Communication

  • Chinese Language (Putonghua) for Communication I

  • Chinese Language (Putonghua) for Communication II

  • Introduction to Information Literacy

  • Free Elective (Details​)

  • Free Elective (Details​)

 

Programme Specific Courses (36 Credits)

  • Statistics for Business

  • Financial Accounting

  • Principles of Marketing

  • Economics for Business Studies

  • Financial Management

  • Information Systems Management

  • Foundation of Financial Planning

  • Monetary and Financial System and Financial Market

  • Insurance

  • Principles of Management

  • Securities Investment

  • Taxation and Retirement Planning

「2+1」Articulation Pathway

Earn a UK Degree in 3 years
 
Students who are admitted to Business or Tourism related programmes offered by CCLU/LIFE will be given a “conditional offer” from the University of Stirling. Upon graduation#, students can articulate to the 1-year Top-up Degree programmes offered by University of Stirling in collaboration with LIFE, including  
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University of Stirling
  • One of world's top 400 universities (The Times Higher Education World University Rankings 2016)
  • 2nd in Scotland and 4th in the UK (The Times Higher Education 150 Under 50, 2016)
  • 384th in the World (QS World University Ranking 2015/16)
For details regarding University of Stirling, please click here.

#Students are required to meet the corresponding admission requirements. LIFE reserves the right in making the final decision to admit students to the top-up degree programmes offered by LIFE in collaboration with the University of Stirling.

The top-up degree programmes are exempted courses governed by the Non-local Higher and Professional Education (Regulation) Ordinance, Government of HKSAR. It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.

Articulation Prospects

Graduates of this programme are eligible to apply for admission to the full-time top-up degree programmes offered at the Lingnan University campus by LIFE in collaboration with overseas universities:

*This is an exempted course governed by the Non-local Higher and Professional Education (Regulation) Ordinance, Government of Hong Kong Special Administrative Region. It is a matter of discretion for individual employers to recognise any qualification to which this course may lead.

The College has established an articulation agreement with Wesleyan College for our graduates to articulate to the following programme:

  • Bachelor of Arts in Business Administration, Wesleyan College (Up to 50% of tuition scholarships will be given based on grades, recommendations and interviews.)
     

The College has established an articulation agreement with Chu Hai College of Higher Education for our graduates to articulate to the following degree programmes.

  • Bachelor of Business Administration (Hons) (Year 3)

  • Bachelor of Business Administration (Hons) in Finance (Year 3)

  • Bachelor of Business Administration (Hons) in Finance and Information Management (Year 3)


The College has established an articulation agreement with Hong Kong Shue Yan University for our graduates to articulate to the following degree programmes:

  • Bachelor of Business Administration (Hons) (Year 2)

  • Bachelor of Arts (Hons) in Economics and Finance (Year 2)


Some recent graduates of this programme were admitted to the local or overseas Bachelor’s Degree programmes in Business, such as:

  • Bachelor of Business Administration (Hons) – Finance Stream, Lingnan University

  • Bachelor of Business Administration (Hons) in Accounting & Finance, The Hong Kong Polytechnic University

Career Prospects

  • Banking Services

  • Financial Services

Remarks

  • The programme offers an option of summer internship in the financial services industry.

Teaching and Learning Support

嶺南「2+1」升學階梯 3年取英國大學學位

 

嶺南大學持續進修學院 University of Stirling合辦 體驗英式學習 一年制銜接學士課程



新課程照顧社會所需 2015

學院在開放日當天設有攤位和講座,向參加者介紹課程的內容和特色。學院又邀請了資深傳媒工作者鄭明仁,香港足總技術顧問郭家明,曉光護老服務集團行政總裁陳盛德和保健員蘇家譽,以及香港黃金海岸酒店總經理韓鵬程主持就業專題講座,向有意報讀的高中學生提供最新的市場就業資訊。

對金融行業有興趣的學生則可選擇相應的財務策 劃高級文憑課程,學習有關銀行、證券及財務行業的專業知識,課程更會安排暑期實習、校外參觀及邀請業界人士分享,從中獲得不少實戰經驗,有助畢業生取得金融有關的專業資格。

 
 

Graduate Sharing

李鎮洭

李鎮洭

 
  • 2014年銀行及證券高級文憑*課程畢業生
  • 現職理財策劃師
初初由院校所開辦持續進修的毅進課程中修讀投資及證券,對於導師運用不同教材去講解以及嘗試讓我們透過每日經濟新聞作分析,令我們上課更加緊貼社會經濟動態。而經過一年毅進課程後,大部分同學和自己都對於金融範疇更有興趣並希望有更深了解,繼而再決定報讀院校提供關於金融及證券的高級文憑課程。雖然當初同學們以及我都覺得金融及證券高級文憑課程是很難的學科,但對於日後投身社會的確是一門專業,大家都踴躍報讀,為將來出路前途作打算。在院校畢業之後,同學都各自投身銀行以及證券投資行業,而我就加入了宏利公司擔任理財策劃師,而我衷心感謝在院校老師的教導及學校為我們提供的設施,讓我完成學業之餘更助我找到自己的事業。

*現更名為財務策劃高級文憑