Module Preparation Seminars on QP Professional Modules

 Module 11 – Financial Reporting

• Financial assets classification and initial recognition
• Financial guarantee

Mr. Ted Chan, Arrow Professional Training Limited

Ted has been teaching QP since 2009 and in a university in Hong Kong since 2017. He graduated from the Chinese University of Hong Kong and started his career as an auditor in a Big 4 firm. He is an FCPA and CFA.

 Module 12 – Business Finance

• Implementing and Monitoring Business Strategy (Ch. 1)
• Business Strategy Performance (Ch. 2)
• Treasury and Its Relationships (Ch. 4)       

Ms. Phei Koid, Fellow of ICAEW, BSc (Econ) Core by Phei & Co. Limited

Phei is a highly experienced lecturer for Capstone and QP Modules since 2007 for both Big 4 and public classes. Phei has an EMBA from Kellogg-HKUST and is a UK Chartered Accountant with prior work experience in a Big 4 firm and a US listed media group in London. Phei also worked in advisory and training for a Big 4 firm in Hong Kong and founded Core in 2012, a training company that specialises in providing training courses for HKICPA examinations. 

Mr. Issac Lo, Chartered Financial Analyst Core by Phei & Co. Limited

Isaac has more than 15 years of experience in teaching the subject of finance. Isaac is a seasoned practitioner in the finance industry in New York and Hong Kong for more than 20 years.Isaac currently teaches Big 4 classes for QP M12 and Capstone at Core. Isaac is a highly approacable lecturer who encourages students to ask more questions in class and after class so that students gain real understanding of the concepts. 

Module 13 – Business Assurance

• Evaluate whether sufficient audit evidence has been obtained during the audit
• Recommend an appropriate audit opinion based on the audit evidence collected                

Mr. Jacky Li, BBA, MSc, FCPA  HKCA Learning Media Limited

Mr. Jacky Li is a fellow member of the HKICPA and has also been a QP Workshop Facilitator. He was an Audit Manager in one of the Big 4 firm with over six years solid audit experience.

Jacky obtained his Master degree with Distinction in Corporate Governance and Directorship and was the Scholastic Award winner (highest cumulative GPA) of his class. During the same year, Jacky has also completed the pilot run Financial Controllership Program organized by the HKICPA and was one of the prize winners.

Module 14 – Taxation

• Source of profits including the chargeability of e-commerce transactions 

• Stamp duty computation of immovable property and share transaction

Mr. Pason Ngan, Kaplan Financial (HK) Limited

Pason is a senior tax manager in one of the Big 4 firms with over 10 years’ experience in Hong Kong tax and international tax. Apart from working in the Big 4 firm, he is enthusiastic about teaching and spends his personal time as a lecturer of various tax courses (including QP M14) in Kaplan. He is also a CPA and prize winner of QP Final Exam (December 2014 session).