Executive Certificate in Financial Management

Accredited by the Chartered Financial Analyst Institute, the CFA Program is a globally recognized standard for measuring the competence and integrity of financial analysts. Three levels of examinations measure a candidate’s ability to apply the fundamental knowledge of investment principles at a professional level. In Hong Kong, a total of 7912 candidates had registered for the June 2008 Exam. There are 140,000 enrolled candidates from over 160 nations and 79,000 current charterholders in the global network.

This programme is run by Thames College (Reg. no. 518689).

It is a matter of discretion for individual employers to recognize any qualification to which this course may lead.

Programme Highlights
  • Official Training Partner appointed by Stalla:
    • Use of Stalla Official Training Materials
    • Stalla excels in its level of comprehensiveness
  • 5 hours “Fundamental Accounting Concepts Workshop” for Level I students with less accounting knowledge
  • Focused & practical
    • knowledge, techniques, tips, insight
    • Bring in real life experience
  • 6 hours mock exam + review session
  • Tutorial style: low instructor- to-student ratio, service-oriented
  • Past Paper & Case Study Review
  • Catch-up videos for extra revision
  • One free course retake opportunity
  • Taught by experienced industry practitioner with prestigious academic accreditation
Who should Enroll
  • Securities Analyst
  • Finance Manager
  • Investment Advisor
  • Fund Manager
  • Corporate Financial Advisor
  • Research Analyst
  • Quantitative Analyst
  • Financial Controller
  • Product Support Manager
  • Anyone who is interested in portfolio management, investment research, advisory services, or investment banking
  • Bachelor degree, or
  • 4 years of qualified professional working experience
Programme Outline
  • Ethical and Professional Standards
  • Quantitative Methods
  • Economics
  • Financial Reporting and Analysis
  • Corporate Finance
  • Equity Investment
  • Fixed Income
  • Derivatives
  • Alternative Investments
  • Portfolio Management and Wealth Planning

CFA Level I Exam: 66 hours of instructor-led tutorials including mock exam and review

CFA Level II Exam: 76 hours of instructor-led tutorials including mock exam and review

Trainer Profile


  • More than 10 years working experience in Accounting and Finance industries
  • Equity Research Analyst at Top US Investment Bank
  • Manager at PricewaterhouseCoopers, Washington D.C. and Hong Kong
  • Expertise on Accounting, Financial Statement Analysis, Securities and Derivatives Valuation
  • Guest speaker for major Hong Kong and Mainland China universities as well as Big 4 Accounting Firms on Finance issues
  • Instructor for CFA Level I and II programmes

Peter: CFA, HKICPA, ACCA, Msc in Financial Management, BA in Accountancy

  • More than 9 years working experience in Accounting, Auditing, and Financial industry focusing in Risk Management
  • Currently working in a Hedge Fund with total AUM over US$700 million
  • Senior management major in Top Asset & Fund Management Company in Hong Kong
  • Manager at one of Big 4 Accounting Firms, mainly focusing on Hedge Fund industry and Asset Valuation Analysis
  • Expertise on Hedge Fund operation risk, Accounting, Valuation on complex derivatives product & Risk Management
  • Financial trainer in Big 4 Accounting Firms
  • Over 3 years corporate training experience in Finance related topics
  • Instructor for CFA Level I and Level II programmes