Bachelor of Science (Honours) in Investment Science
投資科學(榮譽)理學士學位


Sept 2020 Entry

Programme code: 63423-SY

Duration and Credit Requirement


Mode of Study
Full-time
Normal Duration

2 years

Credits Required for Graduation

At least 70 credits, depending on the student's qualifications (plus 2 training credits).

Programme Intake
13 senior year places
Fund Type
Government-Funded
Consider Second Choice Applications
No
Programme Leader(s)

Programme Leader

Prof. Yiu Ka-fai, Cedric
MSc, DPhil

Deputy Programme Leader

Dr Zhao Xingqiu
BS, MSc, PhD

Assistant Programme Leaders

Dr Wong Kin Yau, Alex
BSc, MPhil, PhD

Mr Leung Man Kin, Adam
BSc, MPhil

Remarks
  • For more programme information, please visit http://www.polyu.edu.hk/ama/ug/63423/.
  • The credit requirements of this programme are indicative only and subject to review.
  • The exact study duration and number of credits to be transferred will depend on the entry qualifications of individual AD/HD admittees.
  • To recognise outstanding non-JUPAS admittees, the Department offers a one-off entrance scholarship for non-JUPAS applicants. Please stay tuned for details.

Aims and Characteristics

Programme Aims

  • To provide students with strong mathematical and statistical skills and a thorough understanding of their applications in the world of modern investment and finance.
  • To develop students' ability in quantitative analysis, critical thinking and communication skills, enabling them to pursue careers in investment banking, fund management, risk management or financial product development and pricing.

 

Characteristics

The programme provides students with solid training in statistical and mathematical skills, with a strong emphasis on applications in investment and finance. With a balanced curriculum in quantitative analysis, critical thinking and communication skills, the programme produces graduates who can pursue a variety of careers in the financial sector.

Curriculum

Senior year students must complete all of the following subjects and GUR subjects to fulfil the credit requirements for graduation.
 

Core Subjects (at least 23 subjects with total 70 credits plus 2 training credits) include the following:

  • Advanced Mathematical Methods for Economics & Finance 
  • Applied Probability Models for Investment
  • Capstone Project
  • Decision Analysis
  • Econometrics
  • Financial Computations & Programming
  • Forecasting & Applied Time Series Analysis
  • Mathematical Methods for Investment
  • Mathematics for Financial Derivatives
  • Operations Research Methods
  • Probability & Distributions for Risk Management
  • Simulation
  • Statistical Inference

In their second year of study, students complete a Capstone Project in which they tackle a problem or research topic in investment science/applied mathematics/statistics. The Capstone Project gives students the opportunity to consolidate the discipline-specific knowledge, concepts and generic skills they have acquired at different stages of study.

 

Zero-credit subjects

Admitted students with an insufficient background in statistics and/or advanced calculus and/or linear algebra are required to pass the following zero-credit subjects or their equivalent: 

  • Advanced Calculus and Linear Algebra
  • Applied Statistical Methods,
  • Introduction to Statistics
     

Extra credit bearing subjects

Admitted students with an insufficient background in relevant disciplines are required to pass extra credit-bearing subjects.
 

Work-Integrated Education (2 training credits)

A minimum of two weeks or 80 hours of work in a banking, financial, investment, insurance or statistics company in Hong Kong, the Chinese mainland or overseas.
 

 

Recognition and Prospects

Career Prospects

Graduates have excellent career prospects. The programme is designed to develop students’ mathematical and statistical skills and enhance their understanding of the application of those skills in the world of modern investment and finance. Quantitative analysis, critical thinking and communication skills enable our graduates to pursue careers in business- and finance-related fields.

In addition to working in finance-related fields, our graduates find careers in education, information technology, scientific research, marketing and consultancy.

 

Professional Recognition

Graduates of the programme are expected to receive partial exemption from the professional assessment of:

  • The Hong Kong Statistical Society
  • The Royal Statistical Society of the UK
  • The Hong Kong Securities and Investment Institute

Graduates with economic/finance or relevant degree qualifications can apply for a licence by passing the Licensing Examination for Securities and Futures Intermediaries Paper 1 only, and will be exempted from Papers 7 and 8.*

* Students should submit their applications to the HKSI. Exemption will be considered for candidates who achieve satisfactory results in specified papers. For details, please visit http://www.hksi.org/hksi/index.php?option=com_content&view=article&id=71&Itemid=98&lang=en.

 

Entrance Requirements

Entrance Requirements

An Associate Degree or a Higher Diploma in Mathematics, Statistics, Science, Business or Engineering from The Hong Kong Polytechnic University, or a similar qualification from another local educational institution or equivalent.

 

 

Enquiries

For further programme information, please contact:
The General Office (tel.: 2766 6946; email: is.info@polyu.edu.hk)

Student Message


The Investment Science programme gave me a strong practical foundation for my career development. In addition to classroom-based teaching, visits to mainland financial institutions gave me an “on-site” understanding of the Chinese market. The programme also helped me to develop my analytical and problem-solving skills, both of which will benefit me throughout my life.


Elvis Wong



The Investment Science programme strengthened my skills in quantitative analysis. It also gave me practical knowledge of many financial products, which is highly relevant to my current work.


Edward Yeung



When choosing an undergraduate programme, I prioritised my areas of interest. As I had always been interested in statistics and Mathematics, I wanted to study related disciplines for my degree. I also wanted to apply the knowledge and skills I acquired at university in my future career. With these criteria in mind, the BSc(Hons) in Investment Science offered by the Department of Applied Mathematics at PolyU was the perfect choice. 

In the early stages of my degree, I mainly studied basic theories of mathematics, statistics and finance. Later on, I learned about the real-world applications of this knowledge in the investment and finance industries. The course equipped me with knowledge and gave me various training experiences. I obtained many internship opportunities in the finance, statistics and market research industries during my studies. Through these internships, I met people from different industries, which helped to broaden my horizons. My analytical, organizational and communication skills were also cultivated. This programme has thoroughly prepared me to pursue a rewarding and successful career.


Jocelin Chan



Being passionate about business and mathematics, studying Investment Science was the obvious choice for me. This programme helps students build a good foundation in mathematics, statistics and finance.

To equip students to thrive in a real working environment, the Department holds workshops on various kinds of statistical software, such as SAS and SPSS. It also offers students many great internship opportunities. While studying at AMA, I received training from the Census and Statistics Department and Kwong Wah Hospital as a research assistant. This experience enhanced my ability to interpret data, perform concise analysis and give constructive suggestions to seniors.

Thanks to my professors’ and instructors’ generous assistance when I was worried about my academic studies and future career path, I become more enthusiastic about statistics. After graduation, I completed a Master's degree in Statistics and Finance in the UK. I am truly honoured and grateful to have received a distinction. I am now working in the Investment Department at Chinese Estates Holdings Limited. I am mainly responsible for integrating and analysing various kinds of financial data; recording the CEO's and company's security and bond trading and reporting to the Board of Directors. AMA gave me valuable career-enhancing knowledge and practical skills, ensuring my swift adaptation to the fast-paced and stressful environment of the financial industry.

Studying the Investment Science programme is definitely a stepping-stone to success!


Yittie Tse



I am a graduate of the BSc(Hons) in Investment Science programme. I am grateful to my inspirational lecturers and supportive tutors. Through discussion of relevant topics such as regression modelling and probabilistic modelling, I gained a deeper understanding of how to apply these concepts and theories in daily life. To understand the latest developments in various economic and financial systems, I pursued an internship at ICBC in Shanghai in my second year of study. The internship further widened my horizons as an Investment Science student. In sum, I gained far more statistical knowledge from this programme than I had expected. It provided me with the solid knowledge I needed to pursue a career in the statistics profession.


Florence Ng





Additional Documents Required


Personal Statement

Required

Transcript / Certificate

Required


Interview Arrangement


Date: Between November 2019 and April 2020
Mode:Individual interview via Skype
Aims:

To evaluate the potential for and interest of applicants in the programme, and to test their communication skills and general knowledge in finance.

Medium:English
Duration:

About 10-15 minutes

Remark:
  • Applicants may be invited to a test and an interview. No make-up interviews or earlier interviews will be arranged for applicants who fail to attend the scheduled interviews.
  • The mode of interview has been updated.