Kaplan Financial | Accountancy | Conversion Programme (CP)

Lecturer's Profile
About Conversion Programme
Programme Structure
Entry Requirements
Payment Schedule
Support & Service

What is Conversion Programme?

Graduates of the accredited accountancy degree programmes are eligible to register as students of the Institute and enter into QP. For other non-accountancy degree holders, it is required to complete a Conversion Programme before entering into QP.

The objective of Conversion Programme is to bridge the technical knowledge gap between non-accountancy degree holders and accountancy degree holders. It focuses on developing accounting technical knowledge and skills which would be useful for your study towards HKICPA QP.

Aim of Kaplan Conversion Programme

	To provide comprehensive knowledge in the core areas of professional accountancy to graduates of business, non-accounting disciplines to ensure they are qualified to enter the HKICPA Qualification Programme (CPA QP), and to multinational business organisations;
	To enable students to acquire necessary competency in professional accounting so as to contribute significantly to both their work place and the development of the accounting profession in Hong Kong; and,
	To provide solid training that is highly relevant to accounting professionals.

Course Objectives

	To impart to students the concepts and practices of the core areas of professional accounting that include financial reporting, law, auditing, taxation, financial management, management accounting;
	To further develop students’ conceptual and analytical abilities particularly in relation to accounting issues and problems; and,
	To facilitate the attainment of professional accounting qualifications.

Professional Recognition

This is an accredited Conversion Programme of HKICPA (Hong Kong Institute of Certified Public Accountants). Graduates of this programme who have met the HKICPA student registration requirements will be eligible to enter the HKICPA QP (Qualification Programme).

Programme Structure and Exemption

Kaplan Conversion Programme consists of 5 pre-entry modules and 7 core modules.

Core Modules

The total 312 contact hours for the core modules comprises of lectures, exercises, case studies and discussions. Tuition consists of lectures, group work and worked examples. Assessment comprises coursework and 3 hours of traditional examinations.

Module	Contact Hours
(M1) Strategy and Information System	35
(M2) Accounting and Financial Reporting ^ (CEF reimbursed)	70
(M3) Taxation*	46
(M4) Auditing	35
(M5) Cost and Management Accounting	42
(M6) Hong Kong Law ^ (CEF reimbursed)	49
(M7) Financial Management	35
TOTAL Contact Hours of Core Module	312

* including 4 hours tutorial
^ This course has been included in the list of reimbursable courses for Continuing Education Fund purposes (CEF course code: 23Z05358-8, 23Z05405-3. Institution Code: 519)

Exemption:
Module M1-M7: Maximum exemptions in core modules will be given no more than 3 subjects in the whole programme. If you would like to apply for exemption, please contact us for details.

Subject to approval of Kaplan Financial, individual who failed can be allowed to retake modules or resit examinations.

Pre Modules

For those students who study non-business degree, they may require to take the following pre-module. Tuition consists of theory discussions and 2 hours end of course exam.

Module	Contact Hours
(P1) Foundation Accounting	21
(P2) Principles of Economics	18
(P3) Principles of Management	18
(P4) Principles of Marketing	18
(P5) Principles of Statistics	18
TOTAL Contact Hours of Pre Module	93

Exemption:
Module P1: Entry test for Accounting is available for all candidates. A pass in entry test will exempt you from "Foundation Accounting".

Module P2-P5: You can apply for exemption from the pre module if you have sat and passed subjects on Economics, Statistics (or Quantitative Methods), Marketing and Management in your tertiary studies.

Entry Requirements

	Applicants should hold business OR non-business degree awarded by an institution recognised by the HKICPA.
	Expecting bachelor’s degree holders who have completed their degree before the programme commencement may also be eligible to apply for admission.
	Applicants should consult with HKICPA if their degrees are recognised in meeting the HKICPA student registration requirements before applying for admission to the programme.

Enrolment Procedures

Students can enroll in person at Kaplan Admiralty Centre. Please bring along the original copy of your University Transcript and Certificate. Application fee must be paid in full on application.

Payment Schedule

Application fee = $500
(non-refundable, payable at the time of application)

Pre Modules	Contact Hours	Module Fee
(P1) Foundation Accounting	21	$4,100
(P2) Principles of Economics	18	$3,900
(P3) Principles of Management	18	$3,900
(P2) Principles of Marketing	18	$3,900
(P2) Principles of Statistics	18	$3,900
Total Contact Hours 93		$19,700

Core Modules	Contact Hours	Module Fee
(M1) Strategy and Information System	35	$5,500
(M2) Accounting and Financial Reporting	70	$9,800
(M3) Taxation*	46	$6,900
(M4) Auditing	35	$5,500
(M5) Cost and Management Accounting	42	$6,400
(M6) Law	49	$7,200
(M7) Financial Management	35	$5,500
Total Contact Hours 312		$46,800

Tuition fee is separated into 3 installments and will be paid according to our payment schedule. The first installment will be charged once admission is granted. HK$1,500 exemption administration fee will be charged for each successful core module exemption.

Interest Free Installment (For Non-CEF Applicant Only)

HSBC credit card holders can enjoy interest free installment for Kaplan Conversion Programme

	6 months interest free installment.
	Interest Fee Installments are available ONLY for advanced one-off M1 – M7 payment.
	Installment plan enrolments must be made in person at our centre.

CEF

CEF is available for Kaplan Conversion Programme in the below modules:

Institute Code	519
Institute	Kaplan Financial (HK) Limited
CEF Code	23Z05358-8	23Z05405-3
Course Title	Accounting & Financial Reporting (Module from Kaplan Conversion Programme)	Hong Kong Law (Module from Kaplan Conversion Programme)

Upon successful completion of the above modules, eligible applicants may be reimbursed up to 80% of the course fees, subject to a maximum sum of $10,000.

For more details about CEF,please visit www.info.gov.hk/sfaa/c or call 3142-2277.
(For CEF first applicant: student should have read the guideline of CEF application and understood all the requirements of CEF application. Kaplan bears no liability if student’s CEF application is rejected.)

Course Notes

Course notes are designed and written solely for the use of the Conversion Programme. It provides you with the fundamentals knowledge

Library

You can borrow reference books and other Accounting and business related books in our library at Admiralty Centre

Computer Facilities

Computer facilities are available at our Admiralty Training Centre, students are allowed to book the facilities on a first-come-first-serve basis.

Deferral/Transferral Application

Kaplan Financial retains your passes for up to 2 years. We offer 6 intakes every year. You can apply for deferral or transferral in our programme according to your personal or work schedule. ''Enjoy the flexibility during your study!

Lecturer Consultation

Students are able to contact their tutor for help by email out of lecturing hours. They also be available to speak with you after class.

Teaching Modules

Lecturer Profile

Hazel Wong

BA, AICPA, Cert. IFRS

Accounting and Financial Management

Auditing

Foundation Accounting

Over 7 years lecturing experience in teaching professional accountancy exams

Extensive practical experience of Assurance & Advisory Service in Deloitte Touche Tohmatsu

Current tutor for QP Module C, Final Exam and ACCA F7 & F8

Famous for being helpful and dedicated

Dedicated tutor with strong Analytical and Quantitative application

Ted Chan

BBA (Hons), CPA, CFA

Accounting and Financial Management

Cost and Management Accounting

Financial Management

Foundation Accounting

Star lecturer at Kaplan Financial

Over 4 years of practical experience in Auditing for a Big4 firm

Highly preferred by Big4 clients for lecturing exams training

Able to explain complicated financial / performance management concept with real life examples

Dedicated to teach with his experience and exam skills

Experienced in special engagements like IPO and M&A

Wilson Leung

BScB (Hons), FCPA, AICPA

Accounting and Financial Management

Auditing

Foundation Accounting

Over 10 years of experience in providing training for accounting professionals

Former workshop facilitator for Auditing and Financial Management and also module examination marker in various sessions of HKICPA QP

Examination focus - share insights in analyzing exam questions and scoring techniques

Mark Baines

BA (Hons), FCCA

Cost and Management Accounting

Financial Management

Senior Lecturer and Certified Accountant

Over 10 years lecturing experience at Kaplan Financial

Lecturign QP and CP for both Public and Big4 clients

Specialised in Strategic Management areas

Dr. Eric Lau

PhD, MBA,
BABS (Hons), MHKIM, MIHRM (HK)

Economics

Management

Marketing

Statistics

Strategy and Information Systems

Over 20 years of experience in providing training for tertiary education

Possesses teaching experience in Finance, HRM, Management, Marketing, Tourism and Stratey & Information Systems

Outstanding Teaching Performance Awards from various leading tertiary educaiton institutions

Dr. David Cheng

DBA, MBA, BS

Financial Management

Currently tutors for accounting, finance and business-related courses in several recognized institutes (both graduate and undergraduate levels)

Formerly a Research Supervisor to the University of South Australia's Doctor of Business Administration (DBA) programme in HK

Has been actively participated in academic research and writing of reference book

Dr. Thomas Wu

DBA(HKPoluU), MPA (USQ, Australia), MBA (Chicago, USA), MFINENg (National Singapore), BSc (Oregon, USA), CPA, CA, CPA (Aust), CFA, CAIA, FRM, PRM, CFF, CGMA, ICFE, TEFL

Financial Management

Foundation Accounting

A qualified accountant with strong academic and professional background and rich practical accounting and management experiences in big corporations in US, Singapore, China and Hong Kong

Held senior positions at multi-national companies with deep insight in the finane and accounting industry

Over 10 years of lecturing and training experiences in accounting, business and finance areas at Universities in China and Hong Kong and major firms

CK CHO

Barrister, LLB (Hons) London MIoD, CFE, FCMI, MIMC, DMS

Law

Over 30 years of training experience in public and private sector, including local and PRC Universities:

Former Head of Legal Research and Management Unit of Hong Kong Independent Commission Against Corruption

Former President and Training Director of the Association of Certified Fraud Examiners, Hong Kong

Experienced lecturing in legel complaince and commercial law including contract, tort, personal data privacy and criminal law and procedures relating to the prevention and detection of fraud

Legal consultant of various listed companies in Singapore and Hong Kong

Co-author of an Inernal Control Guide Book - titled:"Practical Approach to Prevention and Detection of Fraud"

Angela Nip

MBA, FCCA, CPA

Taxation

Experienced Taxation lecturer in various institutes with over 5 years on exam-based training

Serving as HKICPA workshop facilitator since 2001 and module and Final Exam marker for many sessions

Currently teaching QP Module D, FE and ACCA Advanced Taxation

Solid experience in Finance and Corporate Planning including global tax and transfer pricing planning in muiti-national companies

Incorporate real life example into lectures making students easier to follow up

Christine Ling

MBA, BA (Hons), FCCA, CPA, ATIHK, CTA

Taxation

Star lecturer at Kaplan Financial

Former tax manager at Deloitte Touche Tohmatsu's Corporate and China Tax service for 8 years

Currently teaching QP Final Exam, QP Taxation and ACCA Advanced Taxation

Very familiar with the taxation exam and well versed in current development

A strong dedicated lecturer who will bring the paper of life and share all the up-to-date matters about taxation in class