Certificate Course on Investment Portfolio Management

Certificate Course on Investment Portfolio Management


This investment course consists of a total of 36 hours. It introduces you to the background necessary for learning to make better investment decisions and emphasizes terms and measures of return, risk, investment instruments available as well as the major global capital markets operations. The programme initiates the valuation process by considering tools and techniques that support the critical asset allocation decision. It also covers the portfolio theory and its application as well as how an investor should allocate the funds available among alternative investments (Forex versus cash equivalents versus mutual funds). Emphasis will be put on the valuation of individual investment alternatives such as Forex, Stocks, Bonds, Mutual Funds, Options and Futures. As Internet grows rapidly and gradually, it becomes a tool for investors to promptly access information. This programme will help investors to invest successfully on the web.

Talent Development Fund

60th Anniversary Talent Development Fund: Now open for application. Successful applicant will be awarded $2,000. (Applicants must meet the requirements of the scheme. Only new application of the programmes are accepted and students are not allowed to apply fund for programmes which are currently enrolled.)


Information at a Glance

Commencement Date:

Tuition fee:


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Mode of Instruction:


Due to current COVID-19 situation, the mode of instruction might be changed from face-to-face to online teaching if necessary in the event that face-to-face classes cannot be held. The Association will contact the students concerned with details of such arrangements as necessary.



Course Details

Ms Candy Ho
Phone: +852 2774 8554
Email: details.cdp@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

Phone: +852 2774 8500 or +852 2774 8501
Email: hkma@hkma.org.hk
Fax: 2365 1000

Payment Methods