想要提高求職時獲得Offer(及Return Offer)的機會,除了需要有相關工作經驗,進修及考取相關的課程及證書亦非常重要!不過於芸芸眾多資歷認證及課程之中,哪個才是與你最想投身的行業有關係?投行的Front Office如IBD、PB、AM、S&T,Big 4,Consulting等需要甚麼資歷?想知道便要留意以下內容了~
1. Chartered Financial Analyst (CFA)
相關行業:投行(特別是Private Bank/Asset Management/Sales & Trading)
Tips:
CFA並不容易考,其涵蓋範圍廣,包括Econ、Accounting、Derivative、Professional Ethics及Fintech,換言之,考取CFA Level 1相等於需要讀一個學期書。而CFA共有3個Level,未畢業的同學只可以考Level 1,而Level 2及3則規定要畢業後考!建議同學們可先於畢業前考定Level 1作準備。
報名詳情:
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Chartered Financial Analyst(CFA) Level 1:
-
Application Deadline:
|
Early-bird Application Deadline |
Standard Application Deadline |
1st Round (May 2021) |
3 Nov 2020 (Exam Fee: USD 700) |
23 Feb 2021 (Exam Fee: USD 1,000) |
2nd Round (August 2021) |
2 Feb 2021 (Exam Fee: USD 700) |
4 May 2021 (Exam Fee: USD 1,000) |
3rd Round (November 2021) |
4 May 2021 (Exam Fee: USD 700) |
10 August 2021 (Exam Fee: USD 1,000) |
2. Certified Public Accountant (CPA) & Association of Chartered Certified Accountants (ACCA)
相關行業:會計界(不少Big4、IBD、PE、VC及Consulting的人均有此資歷)
Tips:
ACCA可於畢業前考,而CPA則需於畢業後考!不過Final Year同學可於Sem 2把握Early Bird時段報名,提早半年考最多兩份Paper。而考試模式方面,ACCA有14份Paper,而CPA只有4份Paper及1個Final Exam。由於前者認受性較低,一般會計系畢業生會選擇優先考CPA,而其他學系的畢業生想要會計師資歷就會考ACCA,因為相對容易,而且每份Paper所考的內容較少,可以慢慢考。
報名詳情:
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Certified Public Accountant (CPA)
-
Application Deadline:
Dec 2020 Session |
Jun 2021 Session |
30 June 2020 (Closed) |
a. Accredited programmes /recognition agreements: 31 Dec 2020 |
b. Non-accredited programmes: 30 Nov 2020 |
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Australia CPA
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Application Deadline:
Early-bird Application |
Standard Application |
13 Jan 2021 (Exam Fee: HKD 6580) |
22 Jan 2021 (Exam Fee: HKD 7490) |
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Association of Chartered Certified Accountants (ACCA)
-
Application Deadline:
|
For Mar 2021 session (UK Time) |
For Jun 2021 session (UK Time) |
Early exam entry opening date |
4 Aug 2020 |
10 Nov 2020 |
Early exam entry deadline date |
16 Nov 2020 |
15 Feb 2021 |
Standard exam entry deadline |
1 Feb 2021 |
26 Apr 2021 |
Late exam entry deadline |
8 Feb 2021 |
3 May 2021 |
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3. Financial Risk Mgnt (FRM)
相關行業:Risk Management、Corporate Bank或Global Bank
Tips:
FRM涉及兩個Level的風險管理知識,不過全部可於畢業前考完。Level 1主要考Quantitative,而Level 2會考Qualitative。兩者並無深淺之分,大家可以按照個人能力依次報考,甚至同時考。
報名詳情:
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Financial Risk Management (FRM) Exam Part I
-
Application Deadline:
|
1st round (Exam should be taken in May 2021) |
2nd round (Exam should be taken in July 2021) |
Early-bird Application |
31 Jan 2021 (Exam Fee: USD 550) |
TBC (Exam Fee: USD 550) |
Standard Application |
31 Mar 2021 (Exam Fee: USD 750) |
TBC (Exam Fee: USD 750) |
Enrolment Fee |
USD 400 |
USD 400 |
4. Common Professional Exam (CPE)
相關行業:Law、Compliance、Consulting、Banking及Property
Tips:
CPE是英國現行法律專業學歷的另類課程,為主修法律的畢業生而設。CPE又被坊間稱為「法律Conversion Course」,濃縮的課程內容等同一個LLB,修畢CPE並完成香港法律的Conversion便有資格申請入讀PCLL(當然不包括生仔,PCLL有多難考相信大家都了解)。很多本科非LLB的同學,畢業後投身Compliance、Consulting、Banking及Property行業,但又想進修法津知識或考慮轉行,都會考慮修讀CPE。
報名詳情:
-
Common Professional Examination (CPE)
-
Application Deadline:
Starting date |
Application Deadline |
25 Sep 2021 |
2 Jul 2021 |
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5. International Compliance Association (ICA)
相關行業:Compliance
Tips:
ICA是具認受性的Compliance資歷,包括不同專業範圍,如AML、General Compliance、Financial Crime Compliance及Managing Sanction Risks等,未畢業都可以報考。對Compliance有興趣,又或主修法律但想轉做Compliance的同學都可以報考。
報名詳情:
-
International Compliance Association (ICA):
-
Application Deadline:提供不同courses供同學選擇,所有courses均有不同價錢及deadlines,同學可到官網瀏覽詳情。
6. Project Mgnt Professional Certification (PMP)
相關行業:IT、金融、政府及公關推廣
Tips:
PMP是項目管理的專業資格,是很多IT Consultant、Project Manager及Business Analyst都會考取的資歷。不過項目管理並非專屬IT行業,隨着產品生命週期不斷縮短,收購合併活動頻繁,不少商業活動都變成獨立項目,項目管理人才便愈來愈重要。金融、政府部門,甚至公關推廣都非常渴才。
報名詳情:
-
Project Management Professional Certification (PMP)
-
Application Deadline:The examination is being held throughout the year. There is no regular annual / quarterly intake schedule.
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7. Certified Financial Planner/ Associate Financial Planner (CFP/ AFP)
相關行業:Asset Management或保險
Tips:
為內地認受性較高的國際證書,由國際金融理財標準委員會頒發。由於中國實行兩級認證制度,需先通過AFP才可以考CFP,比香港保險試IIQE困難,但比CFA容易,很多從事保險或Asset Management的人都會考。
報名詳情:
-
Certified Financial Planner (CFP) and Associate Financial Planner (AFP)
-
Application Deadline:
March 2021 CFP Certification Examination (Foundation Level/ Level1)
Jun 2021 CFP Certification Examination
(Foundation Level, Level 1, Level 2)
Exam Date
13 Mar 2021
12 Jun 2021
Application Period
7 Dec 2020 – 8 Feb 2021
7 Dec 2020 – 10 May 2021
-
Application Form (CFP): Download from this website
8. HKU:Professional Certificate in FinTech
相關行業:金融及銀行業、FinTech
Tips:
這並非專業的Qualification,只是港大舉辦的課程及證書。隨着FinTech發展盛行,而擁有FinTech相關經驗的人才尚少,故累積相關知識便可以幫助你突圍而出。想入門的同學不妨考慮修讀此課程,用最短的時間掌握相關知識!
報名詳情:
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Professional Certificate in FinTech from the University of Hong Kong
-
Application Deadline: Rolling (Can start anytime)
-
Fee: £400 / USD 537.3
**以上各個課程或認證的報名方法及Deadlines資料只供參考,各大機構有隨時更改日期及報名方法之權利。另外,截止報名時間有機會是外國時間,有興趣報名的同學記得要留意官方網站公布之詳情及更新。

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