FinTech And Its Application In the Banking And Insurance Industries

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Course Date: 


Course Code: 

Banking, Finance & Insurance

HKD $2980

HKSFA Office


8 March 2019 (Friday)

9:45 am to 5:30 pm


Course Overview:

To provide introduction to participants on how Fintech has started to change the way of insurance and banking business; provide learning experiences to participants so they can equip with some basic knowledge of Fintech developments in the financial industry. To provide industry practitioners in the banking/finance/insurance industries who do not possess much Fintech knowledge and will have to deal with this in their daily life. They will be provided with a WHOLISTIC introduction on Fintech and its applications in the industry.

All participants successfully complete the one day course will obtain a “Certificate of Attendance” issued by HKSFA, HSUHK-EDC,IFTA.

Upon successful completion of any of the 4 courses of the Fintech & Blockchain” Series will obtain a “Certificate in FinTech & Blockchain” issued by HKSFA, HSUHK-EDC, IFTA.

Learning Outcomes:

By the end of this course, participants will learn how Fintech has started to change the way of insurance and banking business; provide learning experiences to participants so to establish a basic knowledge of Fintech developments in financial industry.

Target Participants:

People who do not possess strong Fintech knowledge and want to apply and may practice this for their banking/finance/insurance career.

Date & Time:

8 March 2019 (Friday)

9:45 am – 5:30 pm

Medium of Instruction:


Course Outline:

1. What is and what is not exactly Fintech? How is it different to other usages and applications of Information Technologies?

2. Current Fintech developments and direction in banking and insurance industry.

3. Some cases in HK/China/Global arena.

4. What is required of managers and users in the face of these Fintech driven changes?

5. New challenges and issues brought about by these Fintech?

6. What Fintech can’t solve – old issues with new tools.

Trainer Biography:

Bob Leung - Linkedin

Mr Bob Leung

Mr Bob Leung is a guest lecturer of HSUHK-EDC. He currently serves as the Group Vice President of AMTD Group, a HK based non-bank diversified financial group with investment banking, asset management and insurance businesses. Mr Leung is a seasoned investment banking and insurance professional.

Before joining AMTD, Mr Leung was a Managing Director and the Head of Asian insurance and diversified financials research at UBS investment bank. Mr Leung held similar positions at Deutsche Bank, Citibank and Bank of America Merrill Lynch during the last decade and a half. Prior becoming an investment banking professional, he had various lecturing experiences including the SIBT Macquarie University, Sydney and had served at the Australian Prudential Regulatory Authority.

He has actuarial qualifications and had been an active participant of HK’s insurance industry. He had served on various industry associations including the China committee of the HK Actuarial Society, IFRS Board insurance and banking standards consultative group and currently a member of the HK Chitung Association. He holds a Master of Economics degree and a Bachelor of Commerce (Actuarial) degree from the Macquarie University, Sydney.


HKSFA Office, 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong

Course Fee:

HK $2980 

Early Bird Registration
Two weeks before commencement of the course
• HSMC/HSSC alumni*, Friends of EDC-Corporate^
or Friends of EDC-Individual can enjoy 15% discount
HKD $2533
• Other applicants can enjoy 10% discountHKD $2682
After Early Bird Registration
• HSMC/HSSC alumni*, Friends of EDC-Corporate^
or Friends of EDC-Individual can enjoy 10% discount
HKD $2682
• 2 applicants from the same company or
applicants who apply 2 courses at the
same time can enjoy 5% discount
HKD $2831

*Hang Seng Management College / Hang Seng School of Commerce.

^Please refer to EDC website for a list of organisations under “Friends of EDC-Corporate”

Remarks: Each participant cannot enjoy more than one discount offer simultaneously.

Payment Method:

We accept payment by cheque or by bank transfer. For details, please refer to the payment information.  

Contact Us:

3963 5098 / 3963 5081



N402, N Block N, The Hang Seng University of Hong Kong, Hang Shin Link, Siu Lek Yuen, Shatin, N.t., Hong Kong