Mastering Family Office Certification Course

Leveraging the key strength of Hong Kong as a long-term finance hub. The support from central and Hong Kong government, policy of HKSAR.

1. Understand the needs, risk, potential for HNW families
2. Leverage their own professional background to help family
3. Develop professional network to serve HNW clients
4. Design a basic single‑family office structure for a UHNW client in Hong Kong, considering tax, legal and governance constraints

Students who have completed the assessments, and attended at least 80% of the course will be presented with a Certificate awarded by PolyU SPEED.

1.  Application form can be downloaded from this website.  Before completing the application form, please read carefully the "Guide for Applicants" on the form.

2.  Please submit the completed application form with a copy of your HKID card and settle the course fee by bank draft/ crossed cheque/ On-line Card Payment System for each course applied. For details of payment methods, please refer to Section 4 of the application form or this web page.

3.  Non-permanent residents of Hong Kong Special Administrative Region (HKSAR) holding

(i) work visa/ entry permit; OR

(ii) visa/ entry permit under the Immigration Arrangements for Non-local Graduates (IANG) (except those from Mainland, Macao and Taiwan); OR

(iii) dependent visa/ entry permit (except those from Mainland, Macao and Taiwan), issued by the Director of Immigration of HKSAR Government may enroll in short-term courses in SPEED without seeking prior approval from the Director of Immigration.

These applicants are required to attach a copy of their identity document(s) and the valid visa/ entry permit to their application.  On admission, they will be required to provide the original identity document(s) and visa/ entry permit for verification. Throughout the course of study, it is the responsibility of individual students to ensure that their identity documents and visas/ entry permits are valid. Other non-local applicants can neither be registered as students nor commence their studies on the short-term courses in SPEED.

4.  Applications should be submitted on or before the deadline for application via one of the following means -

(a) By post:

Send the following documents to
CPCE Academic Registry - Continuing Education
Room N301, 3/F, North Tower, PolyU West Kowloon Campus, 9 Hoi Ting Road, Yau Ma Tei, Kowloon, Hong Kong

• Completed application form
• A copy of your HKID Card and valid visa/ entry permit (if applicable)
• A bank draft/ crossed cheque/ payment confirmation page (for online payment)

(b) By e-mail (for application with payment settled via online system only):

Send the following documents by e-mail to ce.car@speed-polyu.edu.hk

• Completed application form
• A copy of your HKID Card and valid visa/ entry permit (if applicable)
• A bank draft/ crossed cheque/ payment confirmation page (for online payment)

Please choose either one of the following payment methods for course fee: 

(1)  Bank Draft/ Crossed Cheque

You could submit a bank draft/ crossed cheque (made payable to "The Hong Kong Polytechnic University") by post or by hand.  Please write your name, the course code and class code at the back of the bank draft/ crossed cheque.  Post-dated cheque will not be accepted.

(2)  On-line Card Payment System (by Visa/ Master/ China UnionPay card)
You could settle the course fee via On-line Card Payment System by Visa/ Master/ China UnionPay card.  For successful payment, please print the payment confirmation page for record and quote the invoice number (as shown on the payment confirmation page) on Section 4 of the application form. No separate hardcopy of the payment receipt will be issued for you.

According to the School's Refund Policy, course fees paid are normally not refundable, except cases of unsuccessful applications/ course cancellation.  Fees paid and places allocated are not transferrable.