Executive Certificate in Fundamentals of Financial Services

Executive Certificate in Fundamentals of Financial Services


Fundamentals of Financial Services is an important first step in developing the essential basic knowledge required for working in financial services. Students will learn about the professional sector and commonly used financial products, such as shares, bonds and insurance and it will provide students with an understanding of financial terminology.

The workshop aims to provide students with an introduction to the basics of financial services with 7 elements. Each learning objective begins with one of the following prefixes: know, understand or be able to calculate. These words indicate the different levels of skill to be tested.

Date & Time

20,27 April & 4, 11, 18 May
7:00 pm – 10:00 pm


The Hong Kong Management Association
14/F Fairmont House
8 Cotton Tree Drive
Central, Hong Kong


  • Ethics and Integrity in Financial Services
  • Introduction – saving and borrowing (key financial services terms and principles)
  • Banking (banking type and their customers, loans, mortgages and overdrafts, credit cards, interest rates)
  • Equities/Shares/Stocks
  • Bonds (features of bonds and the advantages and disadvantages of investing in bonds)
  • Markets (how a stock exchange operates)
  • Other areas of Financial Services (Fund Management, Foreign Exchange, Insurance and Retirement Planning)

CISI - The Chartered Institute for Securities & Investment

The Chartered Institute for Securities & Investment was formed in 1992 by London Stock Exchange. It is a leading professional body for securities, investment, wealth and financial planning professionals. CISI has well-renowned qualifications that help you reach the requirements of globe regulators and markets, and also achieve core competence for job requirements. It is regarded as a competitive edge and a benchmark for most banks and financial institutions employees.

EL Education Academy is the accredited training partners to offer training for candidates preparing to sit CISI exams. It is supported by an Education Consultant and an elite group of lecturers with extensive international experience of consulting and teaching in Accounting and Finance, Securities and Investment, Law and Business Related courses at Universities and Colleges in the Guangdong-Hong Kong-Macau Greater Bay Area.

Information at a Glance



Commencement Date:

Tuition fee for Members:


Tuition fee for Non-members:


Medium of Instruction:


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 Bertha Leung
Phone: 2774 8552
Email: berthaleung@hkma.org.hk

General Enquiry / Course Enrolment / Membership Information

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

Payment Methods