Sept 2027 Entry
2 years
Normally 75 credits, depending on the student's qualifications (plus 2 training credits).
Students will receive one of the following awards upon completion of the programme:
BSc (Hons) in Applied Mathematics
BSc (Hons) in Investment Science and Finance Analytics
BSc (Hons) in Quantitative Finance and FinTech
The exact study duration and number of credits to be transferred will depend on the entry qualifications of individual AD/HD admittees.
To recognise outstanding non-JUPAS admittees, the Department offers a one-off entry scholarship for non-JUPAS applicants. Please find the details here, which is subject to change and will be announced on this website in due course.
For more programme information, please visit www.polyu.edu.hk/ama/study/ug/senior-year/isfa/.
What's New
- Undergraduate
- Undergraduate
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:
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BSc (Hons) in Applied Mathematics 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.
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BSc (Hons) in Investment Science and Finance Analytics 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.
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BSc (Hons) in Quantitative Finance and FinTech is concerned with the strategic use of IT 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 for reinforcement learning in finance.
Career Prospects
The programme is 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 in other domains such as telecommunications, information technology, market research and pharmaceuticals.
In addition to the finance-related fields, our programme also supports graduates pursuing careers in information technology, scientific research, education, marketing and consultancy. Many of our graduates have found employment in prestigious financial institutions and renowned corporations throughout the Asia Pacific area.
Professional Recognition
On the completion of programme, graduates are expected to receive partial exemption from the professional assessment of:
• Chartered Financial Analyst (CFA) Institute*
• Hong Kong Securities and Investment Institute (HKSI)^
• Hong Kong Statistical Society (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 demonstrated that the ISFA curriculum is closely tied to professional practice and is well-suited to preparing 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. Through participation in the affiliation program, CFA student scholarship is available to ISFA students.
^Graduates with economic/finance or relevant degree qualification could apply for license bypassing 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 this link.
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.
For details, please refer to the website: www.polyu.edu.hk/ama/study/ug/senior-year/isfa/
Normally 75 credits, depending on the student's qualifications (plus 2 training credits).
Scheme Leader
Professor Sze Nung-sing, Raymond
BSc, MPhil, PhD
Assistant Programme Leader
Dr Lee Kei-fung, Charles
BSc, PhD, PGDE, MABS
An appropriate Associate Degree or a Higher Diploma in mathematics, statistics, science, information technology, business or engineering from a recognised institution.
For further programme information, please contact:
The General Office (tel.: 2766 6946; email: amfa.info@polyu.edu.hk)
I'm Jonah from the Philippines studying BSc (Hons) in Investment Science and Finance Analytics (ISFA) with a Secondary Major in Artificial Intelligence and Data Analytics (AIDA). This interdisciplinary programme provided me with strong foundations in data analysis and finance. Beyond learning from professors with strong research backgrounds and industry experts, AMA has been incredibly supportive of my growth, providing professional training workshops, generous subsidies for certifications like the CFA, and exchange opportunities at the University of Waterloo. Thanks to this well-rounded training, I secured diverse internships ranging from tech and private equity. My study life is also supplemented by exciting opportunities such as being an MC for events, volunteering as a helper for new students, and participating in an Exchange Semester in the University of Waterloo. Most importantly, I’ve gotten to make meaningful connections with classmates, professors, and department staff. Currently, I am working as a Junior Algorithmic Trader, fully equipped with the programming, data analysis, and market insights I developed during my time at AMA.
I’m Alice Anmaria, an international student from Indonesia, having graduated from PolyU in 2025 with a BSc (Hons) in Investment Science and Finance Analytics (ISFA) and a minor in Accountancy. Although I started my studies online due to COVID, the learning experience at AMA has truly transformed me.
The dynamic curriculum, blending mathematics, finance, accounting, and computing, has given me versatile skills and opened doors to diverse opportunities. Through AMA, I have worked as a student research assistant in many departments and completed two STEM internships, which have enriched my practical experience.
My exchange semester at Singapore Management University further broadened my horizons and international network. Beyond academics, AMA’s supportive environment encouraged me to join student associations, perform at talent shows, and serve as Class Ambassador. Thanks to the opportunities and guidance from PolyU and AMA, I’m now excited to pursue a Master’s in Statistics at HKU!
I am a graduate of the Investment Science and Finance Analytics (ISFA) programme, which has equipped me with a solid foundation in finance and mathematics. Beyond 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 can utilise the skills gained in 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.
Having graduated from the Investment Science and Finance Analytics (ISFA) programme, I am equipped with the skills and knowledge in the areas of Mathematics, Finance, and Computing, allowing me to excel in various positions as a Graduate Associate at HKEX.
During my studies 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 what I have learned, strengthening my professionalism in the financial industry.
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 problem-solving skills.
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 practical quantitative skills that are invaluable for my future studies and career.
ISFA also 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.
Required
Required. Download Here.
To evaluate the potential for and interest of applicants in the programme, and to test their communication skills and general knowledge in finance.
About 30-45 minutes
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Applicants may be invited to a test and an interview. No make-up interviews or earlier interviews will be arranged for applicants who fail to attend the scheduled interviews.
