Bachelor of Science (Honours) in Investment Science
Sept 2020 EntryProgramme code: 63423-SY
Duration and Credit Requirement
At least 70 credits, depending on the student's qualifications (plus 2 training credits).
Prof. Yiu Ka-fai, Cedric
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
- 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
- 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.
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.
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
- Financial Computations & Programming
- Forecasting & Applied Time Series Analysis
- Mathematical Methods for Investment
- Mathematics for Financial Derivatives
- Operations Research Methods
- Probability & Distributions for Risk Management
- 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.
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
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.
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.
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.
Additional Documents Required
Transcript / Certificate