课程编号
JS3220
课程报名
2025年9月入学
学制
全日制
正常修读年期

4 年 (包括一年的共同必修课程)

毕业的学分要求

124 (另加 2个培训学分) [最低要求,视乎个别学生情况而定] (暂定)

文理科要求
文理兼收

数学和英语成绩优异者获优先考虑

考虑第二志愿的申请人
课程主任

组合课程主任 
施能圣博士 
BSc, MPhil, PhD

  • 学生可选读其中一个学位课程/主修科目,并不需要额外考核。成功修毕课程并符合毕业要求的学生将获颁授以下其中一个主修的课程学位:
    • 应用数学(荣誉)理学士 (待批准)
    • 投资科学及金融分析(荣誉)理学士
    • 量化金融及金融科技(荣誉)理学士 (待批准)
  • 修读应用数学或投资科学及金融分析的学生可同时修读人工智能及数据分析为副主修课程​。唯其入学可能需要通过甄选,并有不同的科目及毕业要求。详情请见「副主修」部分。
  • 请浏览课程专页 https://www.polyu.edu.hk/ama/study/ug/amfa/ 查阅更多信息。
  • 香港理工大学于2025/26学年起采用更灵活的选修课程制度,学生在首年完成所在学院的一年级共同课程(Common Year 1 Curriculum)后,可再根据意愿及一年级学业综合评估申请转换至同一学院内其他的课程,详情请按此浏览。
报名截止日期
Non-JUPAS Year 1
2025-02-06
International / Other Qualification
2025-02-06
內地应届高考生
2025年6月12日

What's New

More News

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  • Taught Postgraduate
  • Undergraduate
Talk / Seminar Playbacks are now available
关于计划
所需的附加文件
如何申请
宗旨及特色

本四年全日制组合课程精心设计,旨在培育未来在金融分析、金融科技及应用数学领域的精英。课程通过强化数学与统计基础,结合计算机科学的程序设计技能,特别注重跨学科知识在投资与金融领域的应用,为学生在快速演变的数字金融界或创新的学术研究奠定坚实基础。课程涵盖三大专业方向:

  • 应用数学(荣誉)理学士:深入教授微分方程、统计分析、计算方法、数学建模、优化理论、运筹学及金融数学等课程,适合有志于深造或在多领域发展的学生。
  • 投资科学及金融分析(荣誉)理学士:注重数据与数学模型在金融分析与投资决策中的战略应用,旨在培养具备强大量化分析、批判性思维及沟通技巧的专业人士,为他们在投资银行、基金管理和金融产品设计等领域的职业生涯奠定基础。
  • 量化金融及金融科技(荣誉)理学士:聚焦金融科技前沿,包括区块链、信息安全、算法交易、机器人顾问,以及机器学习和强化学习在金融领域的应用,培养能够熟练运用信息技术和金融科技工具的高级专业人才。

专业认可及就业前景

就业前景

本组合课程的毕业生出路广泛,就业前景优良。不少毕业生进入投资银行、量化金融、金融科技、风险管理、金融产品开发与定价、基金管理等领域,以及从事电信、信息技术、市场研究和制药等其他领域的工作。此外,不少毕业生还负笈海外进修,曾到牛津大学、剑桥大学、耶鲁大学、哥伦比亚大学等著名学府攻读硕士课程。对于旨在进一步深造或跨领域发展的学生而言,应用数学将赋予他们坚实的根基,其所涵盖的微分方程、统计分析、计算技术、数学建模、最优化理论、运筹学以及金融数学等领域的课程,将成为毕业生未来学术和职业生涯的坚固基石。

 

专业认可

投资科学及金融分析(荣誉)理学士课程内容涵盖多个专业团体的专业资格评核条件,包括

  • 特许金融分析师 (CFA) 协会*
  • 香港证券及投资学会(HKSI)^
  • 香港统计学会(HKSS)(尚待批准)
  • 皇家统计学会(尚待批准)

毕业生可申请豁免有关专业资格评核的部分要求,可更快获取相关专业资格。

 

*「投资科学及金融分析(荣誉)理学士」课程设计涵盖「特许金融分析师考试」的大部份范围,并已获得特许金融分析师协会(CFA Institute)认证大学毕业课程资格,就读本课程的同学将来参加特许金融分析师考试更可申请其奖学金。

 

^持有经济/金融或相关学位资格的毕业生,只需在证券及期货从业员资格考试卷一考取合格成绩便可申请牌照,并可豁免卷七及八。学生须向香港证券及投资学会递交申请,在指定试卷中取得满意成绩后将获考虑豁免。详情请浏览此网址

课程结构

本组合课程的所有学生将在一年级修读一系列计算机及数学科学学院基础科目,并于二年级时选取其中一个主修课程。

 

第一年:计算机及数学科学学院的所有新生均需参与统一的第一年课程,该课程包含大学核心课程(GUR),为学生奠定广泛的知识基础。

 

第二年:学生依据个人兴趣与职业规划,选择进入三个专业方向之一进行深入学习。在继续修读系内统一课程,如Introduction to Statistics、Applied Linear Models 及 Operations Research Methods的同时,他们将开始专攻特定领域的主修课程,覆盖应用数学、投资科学及金融分析、以及量化金融及金融科技等专业内容。

 

第三年:学生将专注于完成各自主修课程。应用数学专业的学生将深入学习Real Analysis、 Differential Equations及 Complex Variables;投资科学及金融分析专业则涉及Corporate Finance、 Theory of Interest and Portfolio Analysis、 Investments、 Derivative Pricing 及 Econometrics;而量化金融及金融科技专业的课程则涵盖Introduction to Blockchain and Cyber Security、 Quantitative Finance and Financial Technology、 Computer Systems Security及Machine Learning。

 

第四年:学生将拥有高度的选课自由,可从涵盖应用数学、金融投资、统计、数据科学、计算机科学及金融科技的广泛课程中挑选,以满足个人学术兴趣和职业目标。此外,他们将执行一个专题研究,针对金融分析、量化金融、金融科技、统计学或应用数学中的特定问题进行深入研究。这个专题研究旨在综合运用所学的理论知识、专业技能和通用能力,培养解决实际问题的能力。

 

请浏览课程专页 https://www.polyu.edu.hk/ama/study/ug/amfa/ 查阅更多信息。

副主修

修读应用数学和投资科学及金融分析的学生可修读人工智能及数据分析以作为副主修课程:

 

遴选标准

修读副主修课程并非必修课程。副主修课程或有额外的遴选标准。学生成绩平均绩点必须达到2.70 或以上,并于第二学年开始前提交申请,在获得学系的批准后,才能修读副主修课程。

 

学分要求

学生需完成36学分以获得副主修学衔。对于选择人工智能及数据分析(AIDA)作为副主修的应用数学(荣誉)理学士和投资科学及金融分析(荣誉)理学士学生,其毕业所需的学分将取决于学分的双重计算 。

 

专业认可

投资科学及金融分析(荣誉)理学士学位 + 人工智能及数据分析毕业生可获得特许金融分析师 (CFA) 协会、香港统计学会(尚待批准)、皇家统计学会(尚待批准)和香港证券及投资学会的专业资格评核。

入学要求

录取标准

  • 申请人必须在应届高考获得优异的成绩,当中包括良好的英语成绩。
  • 申请人如在学术或其他非学术领域,如体育、文化艺术、领导才能及社会服务、STEM^ 等不同范畴获卓越表现,可透过参与「3D综合评估入学计划」或「德艺计划」获得优先面试选拔资格。通过面试的申请人可享有本科入学政策的优惠待遇。请按此了解详情。

^ STEM:Science 科学,Technology 技术,Engineering 工程 和 Mathematics 数学

学生心声

I am a graduate of the Investment Science and Finance Analytics (ISFA) programme. The course has given me a solid foundation in both finance and mathematics. Besides the theoretical aspects, my major has instilled in me a data-driven mindset, enabling me to analyse financial trends and make informed decisions. This knowledge has been instrumental in my career in the banking industry. As a management trainee at The Bank of East Asia, I have been able to utilise the skills gained from ISFA to tackle complex financial modelling and statistical tasks. Additionally, ISFA has fostered my understanding of the importance of digital transformation in the financial industry, allowing me to navigate the evolving landscape with confidence.

Eurus Lam

Having graduated from the Investment Science and Finance Analytics (ISFA) programme, I am equipped with the skills and knowledge in Mathematics, Finance, and Computing, allowing me to excel in various positions as a Graduate Associate at HKEX. During my study at the Department of Applied Mathematics (AMA), I not only benefited from attending lectures and receiving guidance from esteemed professors but I was also encouraged to  explore various domains including entrepreneurship, community service, internships, and research projects. With the all-round development and resources provided by AMA, I have been able to learn and apply my knowledge, and strengthen my professionalism in the financial industry.

Kelvin Ng

The Investment Science and Finance Analytics (ISFA) programme offers a comprehensive curriculum that encompasses statistics, finance, and computer programming, equipping me with the practical skills applicable to data analysis. My university life has been both memorable and challenging. Through academic studies, exchange experiences, and work opportunities, I have experienced personal growth and enhanced my problem-solving skills.

So Tze Yau

I chose the Investment Science and Finance Analytics (ISFA) programme due to its strong emphasis on mathematics and statistics. This programme provided training in fundamental mathematical concepts such as calculus, linear algebra, probability, and statistics. These have equipped me with the practical quantitative skills that are invaluable for my future studies and career. Moreover, ISFA offers a diverse range of courses in finance and computer science, as well as internship and research opportunities which have helped me establish a solid foundation of knowledge and skills in these areas. The lecturers are not only experts in their respective fields but also passionate about teaching. This creates a collaborative and supportive learning environment. I am truly satisfied with my study experience.

Kwok Ngok Sang
LocalJUPAS
Interview Arrangement
Aims

To evaluate applicants' potential and interest in the Scheme and to test their communication skills and general knowledge for applied mathematics/investment science and finance analytics/quantitative finance and fintech.

Date of Interview
June/July
Duration

About 30-45 minutes

Medium
English
Mode
Group interview
Remarks

Suitable candidates may be invited for interviews.

LocalNon-JUPAS Year 1
Additional Documents Required
Transcript / Certificate

Required

Interview Arrangement
Aims

To evaluate applicants' potential and interest in the Scheme and to test their communication skills and general knowledge for applied mathematics/ investment science and finance analytics/ quantitative finance and fintech.

Date of Interview
Between November 2024 and March 2025
Duration

About 20-30 minutes

Medium
English
Mode
Individual interview
Remarks
  • Only selected applicants will be invited to interviews. No make-up interviews or earlier interviews will be arranged for applicants who fail to attend the scheduled interviews.

Non-LocalInternational / Other Qualification
Additional Documents Required
Personal Statement
Transcript / Certificate

Required

Interview Arrangement
Aims

To evaluate applicants' potential for and interest in the Scheme and to test their communication skills and general knowledge of applied mathematics/ investment science and finance analytics/ quantitative finance and fintech.

Date of Interview
Between November 2024 and March 2025.
Duration

About 20-30 minutes.

Medium
English
Mode
Individual interview/Zoom interview
Remarks

Only selected applicants will be invited to interviews. No make-up interviews or earlier interviews will be arranged for applicants who fail to attend the scheduled interviews.

Non-Local內地应届高考生
无需附加文件