Bachelor of Science (Honours) in Investment Science and Finance Analytics (63426)

  • Programme Code6342663426-SY (Senior Year)
  • JUPAS CodeJS3806Not applicable
  • Mode of StudyFull timeFull time
  • Normal Duration4 years2 years
  • Required for AwardsAt least 123 *At least 70*
  • Programme bookletDownload here


* depending on the student's qualification (plus 2 training credits for WIE)

Programme at a glance

Programme Aim and Objective
  • To provide students with strong mathematical and statistical skills and a thorough understanding of their applications in the world of modern investment and finance analytics.
  • To develop students' ability in quantitative analysis, critical thinking and communication skills, which will enable them to develop an outlook and methodology that remain valuable in pursuing a variety of careers investment banking, fund management, data analytics, risk management or financial product development and pricing.

The proliferation of mathematical tools in optimizing the strategic use of data has continued to be essential to investments. In particular, the use of Finance Analytics has been evolving from “analysing data of the past with an underlying question in mind in order to help making decisions”, to generating what questions should one even be asking in the first place. Thus, the inexorable escalation in the level of mathematics and technological complexities of financial instruments have been defining the very edge of competitiveness in the industry. This, together with the mathematical work of Markowitz, Sharpe, Scholes, Merton (Nobel Laureates in Economics in 1990 and 1997) and Black, has led to a massive demand within financial institutions for mathematically trained graduates with an awareness of markets and their operations.

This programme focus on the study of modern data analytics needed in recent financial industry. Its curriculum design covers subjects such as big data analytics, business intelligence and customer relationship management, machine learning, algorithmic trading and artificial intelligence, which will strengthen students’ data interpretation and analytical skills and support them to develop career in the evolved investment and finance industries.

Programme Team
Hear from Our Students and Alumni

Find out our students’ learning experience and see how our programme has helped alumni in career development.


Howard Chan
Howard Chan
Edward Yeung
Edward Yeung
Jenna Ho
Jenna Ho
Annie Yau
Annie Yau
Steven Tang
Steven Tang
Elvis Wong
Elvis Wong
Entrance Requirement
  • For Local Applicants applying on the basis of HK Diploma of Secondary Education (HKDSE) qualification:
  • For Local Applicants applying on the basis of a Higher Diploma or an Associate Degree qualification:
  • For Local Applicants applying on the basis of other qualifications:
  • For International Applicants:
  • For Applicants applying on the basis of Mainland Joint Entrance Examination (JEE) qualification:
Interview Arrangement

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

For HKDSE applicants:

Selected applicants will be invited to attend an interview prior to the announcement of HKDSE results.

For other applicants:

Selected first choice applicants will be invited to have onsite / online interviews.

AMA Entrance Scholarships 

To give recognition to outstanding local students admitted to its full-time undergraduate programmes, the Department of Applied Mathematics (AMA) sets up a one-off entrance scholarship for outstanding applicants. 

Please find details here.



Tel: 2766 6946

Programme Structure

In this 4-Year programme, students are requested to complete all the General University Requirement (GUR) and Discipline-Specific Requirements (DSR), including compulsory subjects, elective subjects, common applied science subjects and a one-year capstone project to fulfill the credit requirement for graduation.

Compulsory Subjects include:

  • Finance: Introduction to Economics, Accounting for Decision Making, Business Finance, Corporate Finance, Theory of Interest and Portfolio Analysis
  • Statistics: Statistics for Finance Analytics, Applied Linear Models for Finance Analytics, Statistical Inference, High Dimensional Data Analysis
  • Computer Science: Principles of Programming, Database System
  • Mathematics: Mathematical Methods for Finance, Further Mathematical Methods for Finance, Operations Research Methods


Students can choose elective subjects from the following list:

  • Survey Sampling
  • Further Statistical Methods
  • Statistical Machine Learning
  • Derivative Pricing
  • Loss Models
  • Econometrics
  • Decision Analysis
  • Simulation
  • Stochastic Processes for Investment
  • Forecasting and Applied Time Series Analysis
  • Algorithmic and High Frequency Trading
  • Investments
  • Risk Management
  • Derivative Securities
  • Fixed Income Securities
  • International Finance
  • Financial Economics
  • Big Data Analytics
  • Artificial Intelligence
  • Intermediate Microeconomics
  • Management of Financial Institutions
  • Programming for Data Science
  • Business Intelligence and Customer Relationship Management
  • Data Mining and Data Warehousing

Please refer to Programme Requirement Document

Subject Library

Beyond Classroom Activities

Beyond classroom activities enrich student learning and knowledge. Latest activities include:

  • Distinguished Lecture by Honorary Professor
  • Talks by External Speakers
  • Company Visits
  • Work-Integrated Education
  • Student Exchanges / Field Trips
  • Learning Experiences Tours to Mainland China
  • Mentorship Programme
  • Student Activities by Departmental Society of Applied Mathematics
Professional Recognition

Upon the completion of programme, graduates are expected to receive partial exemption from the professional assessment of:

  • The Hong Kong Statistical Society

  • The Royal Statistical Society of UK

  • Hong Kong Securities and Investment Institute (HKSI)

Graduates with economic/finance or relevant degree qualification could apply for license by passing Licensing Examination for Securities and Futures Intermediaries Paper 1 only and would be exempted from Papers 7 & 8*

* Student should submit his application to HKSI. Exemption will be considered for candidates who achieve satisfactory results in specified papers. For details, please visit

Growing Demand for Financial Analysts

In April 2015, the Government of HKSAR published a report on manpower projection to 2022. It is projected that the fastest growing economic sectors in terms of manpower requirements during the period from 2012 to 2022 will be Financial services (at an average annual growth rate of 2.2%); Professional and business services (1.5%); Information and communications; and Construction (both at 1.4%).

This programme is designed to develop students’ ability in quantitative analysis, data analysis, critical thinking and communications skills, which enable them to pursue careers in business and financial-related field. Many of our graduates have found employment in prestigious financial institutions and renowned corporations throughout the Asia Pacific area:

Messages from Alumni



Edward Yeung

Executive Director, Elstone Securities Limited

The investment science programme strengthened my ability in quantitative analysis. It also provides me knowledge of many financial products which is very practical and relevant to my work.



Elvis Wong

Associate Director, Investment Advisor, Bank Julius Baer & Co. Ltd.

The Investment Science programme provided me a strong practical foundation for my career development. In addition to the classroom-based study, the visits to mainland financial institutions gave me an ‘on-site’ understanding of the Chinese market. The programme also helped me to develop my ability to analyze and solve problems both of which will benefit me throughout my life.



Jenna Ho

Relationship Associate, Corporate & Investment Banking at Citibank

Integrated with both mathematical and financial knowledge, the investment science programme helped me to develop not only theoretical knowledge and quantitative skillset, but also practical and interpersonal skills. As a science student, I learnt far beyond solving equations. From participating in group projects and presentations, I was inspired to come up with creative mathematics/ finance related ideas that are really interesting and exciting to me. Besides, we are encouraged to explore different statistical tools and software such as SAS, SPSS, R and Minitab. You have no idea how widely are these software being used in my daily work of validating prices of different bonds and equities now. Moreover, I have been trained to be able to establish insight through analyzing data. This programme has equipped me to pursue career in the banking industry.





Yittie Tse

Executive Assistant, Chinese Estates Holdings Limited

Being passionate in business and mathematics, studying Investment Science Programme is ever an inevitable choice. This programme helps build a good foundation on Mathematics, Statistics and Finance.

In order to equip students to apprehend real working environment, the department holds workshops on different kinds of statistical software, such as SAS and SPSS. It also offers students many great internship opportunities. During my studies in AMA, I received training from Census and Statistics Department and Kwong Wah Hospital, as a research assistant. Such experience enhances my knowledge on interpreting data, doing concise analysis and giving constructive suggestions to seniors.

Thanks to professors’ and instructors’ generous assistance on my worries over academic studies and future career path, I become more enthusiastic with statistics. Afterwards, I have completed my Master degree in Statistics and Finance in UK. I am truly honored and grateful to receive distinction award. I am now working in Investment Department in Chinese Estates Holdings Limited. I am mainly responsible for integrating and analyzing different sorts of financial data; recording CEO's & company's security and bond trading and reporting to the Board of Directors. AMA has brought valuable career-enhancing knowledge and practical skills to me, ensuring a better adaption to such fast-paced and stressful job environment in financial industry.

Studying Investment Science programme is definitely a stepping-stone to success!





Nomis Ho

Relationship Manager, Private Investment Division, CHIEF Securities Ltd.

Studying the BSc (Hons) in Investment Science in PolyU is a great choice for me. The programme not only equipped me with mathematical, financial and statistical skills, but also enhanced my logical thinking, problem solving and communication skills. During my 3-year studies, the programme provided me with opportunities to take the internship at Census and Statistics Department as well as to join various kinds of events and activities like the Shaw Prize Award Presentation Ceremony and overseas trip. All of these were the unforgettable moments I experienced in my university life!





Zhuang Yufan

Student of MS in Data Science, Columbia University, USA








Jocelin Chan

Statistical Officer II, Census & Statistics Department, HKSAR

Back in the time when I planned my JUPAS choices, I first set a goal for my undergraduate study. Since I am always interested in Statistics and Mathematics, I wanted to study in related discipline in the university. Besides, I would like to apply knowledge and skills acquired at the university to my future career. With these criteria in mind, I found that BSc (Hons) in Investment Science offered by the Department of Applied Mathematics of PolyU is a perfect match.

In the early stage of this programme, I mainly studied the basic theories of Mathematics, Statistics and Finance. Later on, I learnt the real world application of that knowledge in Investment and Finance industries. Being equipped with knowledge and received various trainings in this course, I obtained many internship opportunities in finance, statistics and market research industries during the study. Through internships, I met people from different industries, which helped broaden my horizon. My analytical, organizational and communication skills are cultivated as well. This programme has well prepared me to develop a prospective and wonderful future.





Florence Ng


I am a graduate of BSc (Hons) in Investment Science programme. I am thankful for meeting the inspirational lecturers and supportive tutors at my Department. Through discussion of relevant topics like regression modelling and probabilistic modelling, I have a deeper understanding on how to apply these concepts and theories in the daily life. In order to understand the recent development of different economic and financial systems, I took my internship at ICBC in Shanghai in my second year of studies. The internship further widened my horizon as an investment science student. To sum up, the statistical knowledge I learnt from this programme was far more than I expected. It provided me with a solid knowledge to pursue my career in the statistics profession.

All undergraduate degree programmes of PolyU include a mandatory work-integrated education (WIE) component which aims to develop students with all-round skills and professional knowledge. Student will be arranged to take work placement or internships of not less than 80 hours that are related to their academic studies (e.g. statistical analysis, research, finance, investment, etc.) during summer break.

Internship programme is a win-win partnership. By working as an intern in local and overseas organizations, our students will be able to apply classroom knowledge to a real world setting, and gain beneficial experience for their future career. Meanwhile, it serves as efficient and effective channel for employers to identify competent students as interns and permanent employees.


For Employers who require on-campus recruitment, or simply want to publicize your job opportunities to recruit the right candidates, we can work closely with your organization and help you develop a tailored recruitment strategy. You are most welcome to contact us for

    • On-campus recruitment activities
    • Student internship programme
    • Free job posting


Please click HERE for details.

Contact us

Ms Eunice Hung

In addition to the standard study path, some of our students took the opportunity to go on an exchange and spent a semester in a different university abroad. Students return from exchanges with exciting and rewarding experiences which have broadened their perspectives.


Vincent Au, North Carolina State University, USA
"I went on exchange at North Carolina State University (NCSU) for five months, the experience is doubtlessly the most meaningful and fruitful period in my life. It helps broaden my horizons and expand my social circles.

I made many friends in my dorm, which accommodates 150 residents from both local and overseas. They are all very nice persons and would actively approach each other in the dorm. We spent a lot of time together on studying, travelling and participating in various dorm activities, and built a strong bond just like a family. I’m very lucky to make so many close friends and so blessed to have received ‘The Most Unforgettable Resident in Alexander Hall’ Award (the greatest superlative among all) which is publicly voted by all residents. I also spent my leisure time on travelling through the states. The hot spots and the cultural difference between Hong Kong & USA have inspired me a lot. Thanks NCSU students and all my Alexander Hall mates for making my exchange a fruitful one. They have changed me a lot and made my experience in USA special and unique. I would have done the same for everything if time had flied back to half a year ago, with no regrets."



Jason Tang, Swinburne University of Technology, Australia
"I went to Melbourne in Australia for a six-month exchange study at Swinburne University of Technology. This was a wonderful and eye-opening experience for me despite a tough start. During this period, I participated in various activities such as Japanese Club, Residence Hall Orientations, exchange students’ meetings etc., and made many new friends from around the world. We shared perspectives on different issues and enjoyed many great moments together. After this trip, I have changed in many ways and had a deeper understanding of myself. I have learnt how to maintain friendships and treasure important people in my life…And I can cook now! I highly recommend my fellow classmates to go on an exchange. Through this opportunity, you will definitely learn something that would change your whole life."



Janice Chan, South-Eastern Finland University of Applied Science, Finland
"My exchange journey was an amazing experience. It broadened my horizon and developed my awareness of things around us. Finland is well known for her education. It provides many discussion areas and practical exercises to student. One of my subjects of study required us to propose a strategic plan to a business in Finland and the company representatives came to listen to our ideas. It was a challenge to me as I had to work on a real case and it required knowledge different from those I gained from my mathematics study in Hong Kong. Fortunately, I was in a group with Finnish students who were willing to offer help whenever I encountered any problem. They were creative and always thought out of the traditional box that I usually did. They also respected others’ ideas and provided relevant responses. I appreciate their good time management so that things could work on schedule without rushing.

Having gone to a new place with different culture and language for exchange study, I had a chance to make friends from different countries. I tried to actively communicate with them in English and participated in many activities to learn more about the local culture. Through all these interactions, we have become good friends. To me, friendship is the most priceless gift I got from the exchange."



Hilary Wong, Yonsei University, Korea
"Last semester, I went to Yonsei University in South Korea for exchange. It is a valuable experience which makes me grow up and change a lot. The University organizes various activities for international students. I joined one of the Korea tours for the Palace visit, watched Korean drama and enjoyed Seoul’s night view, and made many friends from different countries like US, UK, Canada and Singapore. Since we were all new to the city, sometimes we would go and explore the Korean culture together. I’m so grateful to have them who made my exchange trip more joyful. Moreover, by spending time with them, I found that my English, Putonghua and Korean have improved a lot. Another memorable experience I had is from the Yon-ko Games, an annual sport competition between Yonsei University and Korea University. In this two-day event, I joined other Yonsei students to cheer and celebrate for the success of our teams of baseball, basketball, ice hockey, rugby and football. I could totally feel a strong tie between students and the University. I’m so fortunate to be one of them and get to participate in this game.

Going on exchange is really a meaningful chapter in my life. I am so thankful to have this opportunity and have gone to Yonsei University for exchange."

In order to help students to make informed and intelligent academic decisions/choices about their study that suit their professional and personal goals, every freshman will be assigned an academic advisor from his/her own Department under undergraduate curriculum.


For further information:

Please log-in here (intranet)

Back to Top