A course to Enhance Professional Competence of Fintech Practitioners

Be an All-round Fintech Talent

Embark on Building Your Fintech-savvy Workforce

Programme Overview

This programme is designed for executives, business leaders or entrepreneurs who wish to acquire a broad understanding of the latest development of FinTech, and how FinTech can be applied to various businesses to revolutionize the operation model and consequently boosting the growth of the business.

A broad range of financial technologies, such as blockchain, CBDC, cryptocurrency, AI, big data, clouding, etc., would be covered in the programme.

This programme emphasizes the application of FinTech with illustration of real life use cases shared by corporate practitioners from first person perspective in day-to-day operation, which intends to enlighten the participants to think out of the box to devise their own business development plan that leverages FinTech solutions, or to work better with their R&D division to steer the direction of technological advancement.

Guest speakers who are seasoned industry practitioners will be invited to exchange their insight and experience in the industry through group discussion and Q&A sessions.

 


Background 

  • Financial Technology (FinTech) has been evolving rapidly in the past few years, in particular during the COVID-19 situation where it plays a more vital role than ever in the society. The accelerated development of various emerging technologies and innovation has come to revolutionize the whole finance industry, from the business models and services, to the systems and policies.

 

  • FinTech not only fuels the growth of the financial services industry, but also benefits other relevant sectors like insurance, retail, logistic services, etc. which deploy FinTech services or solutions in their business models. In such disruption brought by the FinTech innovation, senior executives should have the knowledge and understanding of FinTech so that they can make the right decision to leverage the appropriate technologies and innovation and catalyse the development for their business.

 

  • CEFAR Academy has the mission of fostering a strong and growing FinTech ecosystem in Hong Kong and developing a steady pipeline of FinTech talents. Introducing an executive programme in FinTech under CEFAR can realize this mission by equipping the senior executives in the programme with an overview of Fintech application in the industry and provide them a platform to access a pool of world-class academics, professionals, and entrepreneurs. This will be a first of its kind offered in Hong Kong which provides comprehensive coverage on FinTech topics taught by both world-class academics and corporate practitioners.


Learning Outcomes

Upon completion of the programme, the participants are expected to be able to:

  • Develop an overview of Fintech application in the industry under a fast-track, practical framework
  • Understand recent and future trends of financial industry development in areas such as banking, insurance, wealth management, capital market and legal implications
  • Access a pool of world-class academics, professionals, and entrepreneurs to learn the framework, value chain with practical lens, and build their own network

 


Why study this FinTech Programme?

  • Practitioners to align with the HKMA FinTech Enhanced Competence Framework (ECF) and fulfill Continuing Professional Development (CPD) requirements.
  • Entrepreneurs, business leaders, or corporate executives who need to steer the direction of technological advancement or devise business development plan that leverages FinTech solutions
  • Senior managers or professionals who wish to refresh their knowledge in FinTech and latest developments in the industry, including relevant policies and regulations
  • Those who want to build network with fellow participants that may include senior-level management in finance; CXOs of FinTech-related startups; senior executives leading technological development; etc.

 


Admission Requirements

Applicants must:

  • have obtained a Bachelor’s degree or professional qualifications equivalent to a degree;
  • normally, have at least 7 years of post-qualification business or relevant work experience, including 5 years in a managerial position; and
  • hold a responsible, senior management position.

 


Programme Curriculum

Module 1: FinTech Industry Overview Module 2: AI, Big Data, Cloud
  • What is FinTech Innovation? FinTech v.s. TechFin
  • Evolution of FinTech and what’s next
  • Virtual Banking, Virtual Insurance
  • Quantitative Trading / Investment (Decision Making)
  • Digital Marketing (Market Segmentation by AI)
  • Risk Management (Enhanced Credit Risk model with AI)

 

Module 3: Blockchain Digital Asset Module 4: Professional Services
  • Blockchain Technology (Smart Contract, Public / Private Key, Cryptographic Hashing, Hard Fork (ETH 2.0))
  • Crypto Trading & Product (Crypto Evolution, Stable coins & Alt coins, DeFi, Staking, ETF Tracker Fund, Crypto Derivatives (perpetual swap), yield farming), Trade Finance
  • Business Application (STO case study, evolution from ICO, NFT case study)
  • CBDC (Trend / Market Intelligence, Alternative Global Payment, Value Transfer System

 

  • (Legal, Compliance, Consulting, Accounting, Audit & Tax, Private Equity)
  • RegTech (KYA-B-C, Market surveillance / Risk analysis, Laws & Regulations)
  • Digital Transformation (Workplace set-up), Work-from-home practice (Cyber Security), Hybrid meeting (Data Privacy)

 


Certificate of Attendance

To be awarded a Certificate of attendance which recognizes the dedication in FinTech, participants should have satisfactory performance AND achieve at least 80% class attendance.


Continuing Professional Development (CPD) under Enhanced Competency Framework on Fintech

Participants of this course can earn Continuing Professional Development (CPD) hours under Hong Kong Monetary Authority Enhanced Competency Framework (ECF) on Fintech. Please click here for details.


Programme Details

Programme: CUHK Executive Programme in FinTech

Programme Dates: 2023

Application Deadline: TBC

Medium of Instruction: English / Chinese

Duration: 2 days (Total 14 hours)

Venue:
Live virtual via Zoom

Programme Fee: HK$18,000

RTTP rate*: After reimbursement, the programme fee per eligible participant is HK$6,000 / HK$5,667 / HK$5,100 for the programme fee HK$18,000 / HK$17,000 / HK$15,300, respectively.

*The programme has been included in the list of registered public courses under the “Reindustrialisation and Technology Training Programme” (RTTP) - funding scheme under the Innovation and Technology Fund. Companies interested in applying for RTTP training grant (two-thirds of programme fee for each eligible participant) for their employee(s) to attend this programme should apply via the online system at least two weeks before the commencement of the programme.

Early Bird offer: HK$17,000 (register by 2023)

“Learn together” offer: HK$17,000 (two applicants must enroll in this programme at the same time)

CUHK/CUSCS/APIB Alumni rate: HK$15,300 (15% discount)

Corporate rate: HK$15,300 ​(15% discount - Please contact our education professionals for details)​

APIB/CEFAR members: HK$15,300 (15% discount)

 

APPLY NOW


Contact us

Phone: (852) 3943 4386 / 3943 7430

Email: apib@cuhk.edu.hk


Organisers:

         

 




Request a Brochure

APPLY NOW

Duration: 2 days (Total 15 hours)

Programme Dates: 2023

Venue:
Live virtual via Zoom

Programme Fee: HK$18,000

RTTP rate*: After reimbursement, the programme fee per eligible participant is HK$6,000 / HK$5,667 / HK$5,100 for the programme fee HK$18,000 / HK$17,000 / HK$15,300, respectively.

Programme Directors

Professor Chun Kwong CHAN
Programme Director, MSc in Financial Technology, Faculty of Engineering
Professor of Practice in FinTech, Department of Systems Engineering and Engineering Management, CUHK
Biography

Professor Ken LO
Adjunct Assistant Professor, MSc in Financial Technology, Faculty of Engineering, CUHK
Co-Founder and Chief Strategy Officer at HKbitEX
Biography


Course Leaders

Professor Mei Ling MENG (Helen)
Patrick Huen Wing Ming Professor of Systems Engineering & Engineering Management, CUHK
Biography

Research Assistant Professor Xixin WU
Stanley Ho Big Data Decision Analytics Research Centre, CUHK
Biography

Professor Kam Fai WONG
Associate Dean (External Affairs), Faculty of Engineering
Director, Centre for Innovation and Technology
Professor, Department of Systems Engineering & Engineering Management, CUHK
Biography

Professor Wei Jian PAN
Adjunct Associate Professor, MSc in Financial Technology, Faculty of Engineering
Managing Director, BofA Securities

Biography

Professor Ricci IEONG

Part-time Lecturer​​​​​​​, Faculty of Engineering

Biography

Professor Seen-Meng CHEW
Associate Professor of Practice in Finance, Department of Finance,
Associate Dean (External Engagement), CUHK Business School
Biography


Guest Speakers

Rockson Hsu
Chief Executive Officer, ZA Bank Ltd

Calvin Ng
Alternate Chief Executive, Co-Head of Retail Banking, ZA Bank Ltd

Becky Tam
Chief Risk Officer, One Degree

Gabriel Kung
Chief Commercial Officer, Bow Tie

Hoi Tak Leung
Counsel (Digital Economy Technology, Media and Telecommunications) - Asia Pacific, Ashurst

Joy Lam
Partner, Investment Funds, M&A, Private Equity, Sidley

Robert Lui
Government Affairs Unit, Southern Region Leader, Audit & Assurance, Partner, Deloitte China

Victor Yim
Global Fraud and ID Solutions, International, Transunion

Kenny Lam
Chief Executive Officer, Two Sigma

Paul Sin
Partner, Consulting Leader of FinTech Practice & Asia Pacific Blockchain Lab, Deloitte

Alan Cheung
Senior Director, ASTRI

Kelvin Lei
Chief Executive Officer & Co-founder, Aqumon

Alessio Quaglini
Chief Executive Officer, Hex Trust

*The list of guest speakers is tentative and subject to change

 

 


Other Programmes in Digital Leadership Series for Executives

2023 From Design Thinking to Agile Product Development Learn More

 

2023 Corporate Innovation & Intrapreneurship
Learn More

 

2023 The Power Duo of AI & Big Data Learn More

 

 

2023

AI & Big Data Experiential Workshop for Executives Learn More

 

 

2023

 

Platform Revolution & Breakthrough Learn More

 

2023 Digital Marketing & Customer Engagement Learn More

 

2023 Leadership and Workforce Transformation in the Digital Era Learn More

Enquiry

 

 

(課程詳細內容請參考英文版本)

A course to Enhance Professional Competence of Fintech Practitioners

Be an All-round Fintech Talent

Embark on Building Your Fintech-savvy Workforce

Programme Overview

This programme is designed for executives, business leaders or entrepreneurs who wish to acquire a broad understanding of the latest development of FinTech, and how FinTech can be applied to various businesses to revolutionize the operation model and consequently boosting the growth of the business.

A broad range of financial technologies, such as blockchain, CBDC, cryptocurrency, AI, big data, clouding, etc., would be covered in the programme.

This programme emphasizes the application of FinTech with illustration of real life use cases shared by corporate practitioners from first person perspective in day-to-day operation, which intends to enlighten the participants to think out of the box to devise their own business development plan that leverages FinTech solutions, or to work better with their R&D division to steer the direction of technological advancement.

The face-to-face delivery mode facilitates interaction among participants and guest speakers who are seasoned industry practitioners. This also provides them with a good networking opportunity with other senior executives to exchange their insight and experience in the industry through group discussion and Q&A sessions.

 


Background

  • Financial Technology (FinTech) has been evolving rapidly in the past few years, in particular during the COVID-19 situation where it plays a more vital role than ever in the society. The accelerated development of various emerging technologies and innovation has come to revolutionize the whole finance industry, from the business models and services, to the systems and policies.

 

  • FinTech not only fuels the growth of the financial services industry, but also benefits other relevant sectors like insurance, retail, logistic services, etc. which deploy FinTech services or solutions in their business models. In such disruption brought by the FinTech innovation, senior executives should have the knowledge and understanding of FinTech so that they can make the right decision to leverage the appropriate technologies and innovation and catalyse the development for their business.

 

  • CEFAR Academy has the mission of fostering a strong and growing FinTech ecosystem in Hong Kong and developing a steady pipeline of FinTech talents. Introducing an executive programme in FinTech under CEFAR can realize this mission by equipping the senior executives in the programme with an overview of Fintech application in the industry and provide them a platform to access a pool of world-class academics, professionals, and entrepreneurs. This will be a first of its kind offered in Hong Kong which provides comprehensive coverage on FinTech topics taught by both world-class academics and corporate practitioners.


Learning Outcomes

Upon completion of the programme, the participants are expected to be able to:

  • Develop an overview of Fintech application in the industry under a fast-track, practical framework
  • Understand recent and future trends of financial industry development in areas such as banking, insurance, wealth management, capital market and legal implications
  • Access a pool of world-class academics, professionals, and entrepreneurs to learn the framework, value chain with practical lens, and build their own network

 


Why study this FinTech Programme?

  • Practitioners to align with the HKMA FinTech Enhanced Competence Framework (ECF) and fulfill Continuing Professional Development (CPD) requirements.
  • Entrepreneurs, business leaders, or corporate executives who need to steer the direction of technological advancement or devise business development plan that leverages FinTech solutions
  • Senior managers or professionals who wish to refresh their knowledge in FinTech and latest developments in the industry, including relevant policies and regulations
  • Those who want to build network with fellow participants that may include senior-level management in finance; CXOs of FinTech-related startups; senior executives leading technological development; etc.

 


Admission Requirements

Applicants must:

  • have obtained a Bachelor’s degree or professional qualifications equivalent to a degree;
  • normally, have at least 7 years of post-qualification business or relevant work experience, including 5 years in a managerial position; and
  • hold a responsible, senior management position.

 


Programme Curriculum

Module 1: FinTech Industry Overview Module 2: AI, Big Data, Cloud
  • What is FinTech Innovation? FinTech v.s. TechFin
  • Evolution of FinTech and what’s next
  • Virtual Banking, Virtual Insurance
  • Quantitative Trading / Investment (Decision Making)
  • Digital Marketing (Market Segmentation by AI)
  • Risk Management (Enhanced Credit Risk model with AI)

 

Module 3: Blockchain Digital Asset Module 4: Professional Services
  • Blockchain Technology (Smart Contract, Public / Private Key, Cryptographic Hashing, Hard Fork (ETH 2.0))
  • Crypto Trading & Product (Crypto Evolution, Stable coins & Alt coins, DeFi, Staking, ETF Tracker Fund, Crypto Derivatives (perpetual swap), yield farming), Trade Finance
  • Business Application (STO case study, evolution from ICO, NFT case study)
  • CBDC (Trend / Market Intelligence, Alternative Global Payment, Value Transfer System

 

  • (Legal, Compliance, Consulting, Accounting, Audit & Tax, Private Equity)
  • RegTech (KYA-B-C, Market surveillance / Risk analysis, Laws & Regulations)
  • Digital Transformation (Workplace set-up), Work-from-home practice (Cyber Security), Hybrid meeting (Data Privacy)

 


Certificate of Attendance

To be awarded a Certificate of attendance which recognizes the dedication in FinTech, participants should have satisfactory performance AND achieve at least 80% class attendance.


Continuing Professional Development (CPD) under Enhanced Competency Framework on Fintech

Participants of this course can earn Continuing Professional Development (CPD) hours under Hong Kong Monetary Authority Enhanced Competency Framework (EFC) on Fintech. Please click here for details.


Programme Details

Programme: CUHK Executive Programme in FinTech

Programme Dates: 18 & 19 March 2022

Application Deadline: 1 March 2022

Medium of Instruction: English / Chinese

Duration: 2 days (Total 14 hours)

Venue:
18 March 2022 (Friday): CUHK Business School Town Centre (Central)
19 March 2022 (Saturday): CUHK Business School Executive Education Suite (Shatin campus)

Programme Fee: HK$18,000

RTTP rate*: After reimbursement, the programme fee per eligible participant is HK$6,000 / HK$5,667 / HK$5,100 for the programme fee HK$18,000 / HK$17,000 / HK$15,300, respectively.

*The programme has been included in the list of registered public courses under the “Reindustrialisation and Technology Training Programme” (RTTP) - funding scheme under the Innovation and Technology Fund. Companies interested in applying for RTTP training grant (two-thirds of programme fee for each eligible participant) for their employee(s) to attend this programme should apply via the online system at least two weeks before the commencement of the programme.

Early Bird offer: HK$17,000 (register by 21 Feb 2022)

“Learn together” offer: HK$17,000 (two applicants must enroll in this programme at the same time)

CUHK/CUSCS/APIB Alumni rate: HK$15,300 (15% discount)

Corporate rate: HK$15,300 ​(15% discount - Please contact our education professionals for details)​

APIB/CEFAR members: HK$15,300 (15% discount)

 

APPLY NOW


Contact us

Phone: (852) 3943 4386 / 3943 7430

Email: apib@cuhk.edu.hk


Organisers:

 




Request a Brochure

APPLY NOW

Duration: 2 days (Total 15 hours)

Programme Dates: 18 & 19 March 2022

Venue:
18 March 2022 (Friday): CUHK Business School Town Centre (Central)
19 March 2022 (Saturday): CUHK Business School Executive Education Suite (Shatin campus)

Programme Fee: HK$18,000

RTTP rate*: After reimbursement, the programme fee per eligible participant is HK$6,000 / HK$5,667 / HK$5,100 for the programme fee HK$18,000 / HK$17,000 / HK$15,300, respectively.

Programme Directors

Professor Chun Kwong CHAN
Programme Director, MSc in Financial Technology, Faculty of Engineering
Professor of Practice in FinTech, Department of Systems Engineering and Engineering Management, CUHK
Biography

Professor Ken LO
Adjunct Assistant Professor, MSc in Financial Technology, Faculty of Engineering, CUHK
Co-Founder and Chief Strategy Officer at HKbitEX
Biography


Course Leaders

Professor Mei Ling MENG (Helen)
Patrick Huen Wing Ming Professor of Systems Engineering & Engineering Management, CUHK
Biography

Research Assistant Professor Xixin WU
Stanley Ho Big Data Decision Analytics Research Centre, CUHK
Biography

Professor Kam Fai WONG
Associate Dean (External Affairs), Faculty of Engineering
Director, Centre for Innovation and Technology
Professor, Department of Systems Engineering & Engineering Management, CUHK
Biography

Professor Wei Jian PAN
Adjunct Associate Professor, MSc in Financial Technology, Faculty of Engineering
Director, BofA Securities

Biography

Professor Tan LEE
Associate Dean (Education) of Engineering, CUHK
Area Chairs, Technical Programme Committees of INTERSPEEFCH 2014, 2016 and 2018
Biography

Professor Seen-Meng CHEW
Associate Professor of Practice in Finance, Department of Finance,
Associate Dean (External Engagement), CUHK Business School
Biography


Guest Speakers

Rockson Hsu
Chief Executive Officer, ZA Bank Ltd

Calvin Ng
Alternate Chief Executive, Co-Head of Retail Banking, ZA Bank Ltd

Becky Tam
Chief Risk Officer, One Degree

Gabriel Kung
Chief Commercial Officer, Bow Tie

Hoi Tak Leung
Counsel (Digital Economy Technology, Media and Telecommunications) - Asia Pacific, Ashurst

Joy Lam
Partner, Investment Funds, M&A, Private Equity, Sidley

Robert Lui
Government Affairs Unit, Southern Region Leader, Audit & Assurance, Partner, Deloitte China

Victor Yim
Global Fraud and ID Solutions, International, Transunion

Kenny Lam
Chief Executive Officer, Two Sigma

Paul Sin
Partner, Consulting Leader of FinTech Practice & Asia Pacific Blockchain Lab, Deloitte

Alan Cheung
Senior Director, ASTRI

Kelvin Lei
Chief Executive Officer & Co-founder, Aqumon

Alessio Quaglini
Chief Executive Officer, Hex Trust

*The list of guest speakers is tentative and subject to change

 


Other Programmes in Digital Leadership Series for Executives

2023 From Design Thinking to Agile Product Development Learn More

 

2023 Corporate Innovation & Intrapreneurship
Learn More

 

2023 The Power Duo of AI & Big Data Learn More

 

 

2023

AI & Big Data Experiential Workshop for Executives Learn More

 

 

2023

Platform Revolution & Breakthrough Learn More

 

 

2023

Digital Marketing & Customer Engagement Learn More

 

2023 Leadership and Workforce Transformation in the Digital Era Learn More

Enquiry

 

 

(课程详细内容请参考英文版本)

Return to English version for more details