BSc (Hons) Scheme in Applied Mathematics and Finance Analytics (AM/ ISFA/ QFFT)

Entrance Year Sept 2027

Programme Code 63430-SY

Mode of Study Full-time

Normal Duration 2 years

Programme Intake 13

Fund Type Government-funded

Credits Required for Graduation

Normally 75 credits, depending on the student's qualifications (plus 2 training credits)

Programme Leader(s)

Programme Leader, BSc (Hons) in Applied Mathematics

Prof. Pong Ting Kei

BSc, MPhil, PhD

Programme Leader, BSc (Hons) in Investment Science and Finance Analytics

Prof. Sze Nung Sing, Raymond

BSc, MPhil, PhD

Programme Leader, BSc (Hons) in Quantitative Finance and FinTech

Prof. Wong Kin Yau, Alex

BSc, MPhil, PhD

Remarks

Students will receive one of the following awards upon completion of the programme:
- BSc (Hons) in Applied Mathematics (AM)

- BSc (Hons) in Investment Science and Finance Analytics (ISFA)

- BSc (Hons) in Quantitative Finance and FinTech (QFFT)
The exact study duration and number of credits to be transferred will depend on the entry qualifications of individual AD/HD admittees.

Aims and Characteristics

This Scheme is designed to nurture finance analysts, FinTech professionals and applied mathematicians with solid training in mathematical and statistical skills coupled with computer programming techniques, with a special emphasis on interdisciplinary applications in investment and finance. The programme integrates key finance analytics, quantitative finance and FinTech elements and essential mathematical and statistical training to prepare students to pursue careers in the evolving digital finance landscape or to further their studies in related fields. The Scheme consists of the following three major programmes:

BSc (Hons) in Applied Mathematics (AM) equips students with solid knowledge in mathematics, statistical analysis, computational methods, mathematical modelling, optimization, operations research, and differential equations. It is suitable for students who intend to further their studies or pursue their careers in education, research and other sectors.
BSc (Hons) in Investment Science and Finance Analytics (ISFA) is concerned with the strategic use of data and mathematical modelling in financial analysis and investment decision-making. The programme aims to cultivate investment and finance professionals with strong quantitative analysis, critical thinking and communication skills, preparing them for careers in different finance sectors such as investment banking, fund management, risk management and financial product development and pricing.
BSc (Hons) in Quantitative Finance and FinTech (QFFT) is concerned with the strategic use of information technology to integrate FinTech elements such as blockchain technology, information security, algorithmic trading, robo-advising, deep hedging and various applications of machine learning as well as reinforcement learning in finance.

Admission

An appropriate Associate Degree or a Higher Diploma in mathematics, statistics, science, information technology, business or engineering from a recognised institution.

Online applications can be made via our eAdmission

The interview aims to evaluate the potential for and interest of applicants in the programme, and test their communication skills and general knowledge relevant to the programme.

Applicants will be invited to have face-to-face / online interviews, which will be conducted in English.

Curriculum

Students entering the 4-year scheme programme through senior year places are considered for credit transfers based on their academic performance in AD/HD programmes. Depending on the number of credits transferred, students will follow a reduced curriculum of 60 to 75 credits.

Students will study advanced subjects in investment science, finance analytics and computer science, including Elective Subjects.

In the final year of study, students complete a Capstone Project in which they tackle a problem or research topic in investment science/applied mathematics/statistics, consolidating discipline-specific knowledge, concepts and generic skills developed through different stages of the programme.

Please refer to the Programme Requirement Document for details.

BSc(Hons) Scheme in Applied Mathematics and Finance Analytics (2026/27 cohort and later)

BSc(Hons) Scheme in Applied Mathematics and Finance Analytics (2025/26 cohort)

Subject library

Recognition and Career Prospect

Graduates with the major in BSc (Hons) in Applied Mathematics (AM) or BSc (Hons) in Investment Science and Finance Analytics (ISFA) could apply for partial exemption from the professional assessment of:

Chartered Financial Analyst (CFA) Institute*
Hong Kong Securities and Investment Institute (HKSI)^
Hong Kong Statistical Society (HKSS) (Subject to confirmation)
Royal Statistical Society of the UK (Subject to confirmation)

* The ISFA programme is affiliated with the CFA Institute University Affiliation Program. This affiliation demonstrates that the ISFA curriculum is closely tied to professional practice and is well-suited to prepare students to sit for the CFA examinations. The curriculum has been acknowledged as covering at least 70% of the CFA Program Level I Candidate Body of Knowledge (CBOK) topics. CFA student scholarships are available to ISFA students through participation in the affiliation programme.

CFA U prog

^ Graduates with an economics/finance or relevant degree qualification 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 & 8. Students should submit their applications to HKSI. Exemptions will be considered for candidates who achieve satisfactory results in specified papers. For details, please visit this link.

The Scheme is meticulously designed to elevate students' analytical, critical thinking, problem-solving and communication skills, and it cultivates methodologies that equip graduates for a wide array of careers in sectors such as investment banking, quantitative finance, FinTech, risk management, financial product development and pricing, and fund management, as well as other domains such as telecommunications, information technology, market research and pharmaceuticals. In addition, many graduates have pursued further studies in overseas, attending renowned institutions such as Oxford University, Cambridge University, Yale University, and Columbia University to pursue Master's programmes. For students planning to pursue advanced studies or careers in different fields, Applied Mathematics can provide a robust foundation in financial mathematics, statistical analysis, computational methods, mathematical modeling, optimisation, operations research and differential equations.

Alumni Message

The Investment Science programme helped me develop analytics and problem solving skill which has laid a strong foundation for my career development.

Dr Elvis Wong

Standard Chartered Bank, Private Wealth Management

This programme integrated both mathematical and financial knowledge. I’m well prepared to establish insight through analyzing data and pursue career in the banking industry.

Jenna Ho

Citibank

AMA’s teachers are very supportive and patient. They guided me to fill the knowledge gap and develop passion in Mathematics study.

Dr Charlotte Ng

Assistant Professor, The Hang Seng University of Hong Kong

During my study at AMA, I not only benefited from attending lectures and receiving guidance from esteemed professors but was also encouraged to delve deeper into various domains, which has equipped me with skills and knowledge in the areas of Mathematics, Finance, and Computing, and strengthened my professionalism in the financial industry.

Kelvin Ng

HKEX

I’m Jonah from the Philippines, studying ISFA with a Secondary Major in AIDA. This interdisciplinary programme gave me a strong foundation in data analysis and finance. Beyond academics, AMA supported my growth through professional workshops, certification subsidies, and an exchange program, helping me secure diverse internships and preparing me perfectly for my current role as a Junior Algorithmic Trader.

Jonah Chua

Junior Algorithmic Trader

Beyond the classroom teaching, we have ample learning opportunities that provided us an exceptional platform to achieve both academic and personal growth, while also fostering an international perspective.

Dong Nancy

PhD Student, University of Maryland, College Park

My study journey at AMA has been truly transformative. The dynamic curriculum in mathematics, finance, accounting, and computing equipped me with versatile skills and opened doors to diverse opportunities. Research assistantships, STEM internships, and an exchange at Singapore Management University enriched my experience, while AMA’s supportive environment encouraged active extracurricular involvement.

ALICE Anmaria

PhD student

AMA’s professors are very enthusiastic. PolyU has a solid and extensive alumni network which greatly facilitates students’ career planning.

Zhuang Yufan

Google Cloud AI Research

The ISFA programme has equipped me with a solid foundation in finance and mathematics, and instilled in me a data-driven mindset, enabling me to analyze financial trends and make informed decisions. The knowledge has been instrumental in my career in the banking industry.

Eurus Lam

The Bank of East Asia

AMA programme offers a comprehensive curriculum that encompasses statistics, finance, and computer programming, equipping me with practical skills applicable to data analysis. Through academic studies, exchange experiences, and work opportunities, I have experienced personal growth and enhanced problem-solving skills.

So Tze Yau

AXA China Region Insurance Company

Studying in AMA is an unforgettable experience to me. Exchange and internship opportunities were always open for us to strengthen our learning experiences and help us find our true selves. Many of us have found our career paths by taking internship. I plan to pursue further study and have gained support from professors for taking a Master’s degree.

Heidi Wan

Secondary School Teacher

The ISFA programme 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 professors are not only experts in their respective fields but also passionate about teaching. This creates a collaborative and supportive learning environment.

Kwok Ngok Sang

PhD student