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)

          Contact Us

          Phone: (852) 3943 4386 / 3943 7430

          Email: apib@cuhk.edu.hk

          Organisers:

          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

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