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Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs - Fund Management and Strategic Financial Management for NGOs (Session 3)


To empower aspiring or newly appointed financial professionals with technical skill-sets and management insights


An Overview of NGO’s Fund Management
• To review the existing investment vehicles and constraints in NGOs
• To explore alternative investment opportunities for better fund management
• To write up effective investment strategies, policies and guidelines for NGOs
Strategic Financial Management Roles and Requirements in NGOs
• To build the strength and competency of financial and accounting team through leadership and management skills
• To integrate and interface with services on how to create a better strategic financial management function in NGOs
• To master good practices on the roles and requirements of financial professionals in NGOs
Pre-training survey: Upon confirmation of enrolments, participants are invited to send their daily problematic areas or issues of handling their accounting/financial job for peer learning during the class


Course Code : 19B-C03
Date(s) : 12/6/2020
Time : 0930 - 1800 (7 Hours)
Venue : Duke of Windsor Social Service Building, 15 Hennessy Road, Wanchai, HK
Target Participants : Financial professionals responsible for accounting and financial operations of subvented and / or non-subvented services of NGOs
Class Size : 30
Language : Cantonese supplemented with English (Course materials in English)
Fee : HKD 1,340.00
    HKD 1,240.00 (For HKCSS Agency Member Staff Only)
    HKD 214.00 ("Small NGO Capacity Development Subsidy Programme"- the highest subsidy amount is 80% of the course fee. Please refer to “Financial Assistance”.)
Early Bird Fee : HKD 1,070.00 (Payment on or before 22/05/2020 for HKCSS Agency Member Staff Only)
Enquiries : 2876 2470 or
Speaker(s) :
Mr. LAM , Steve 林志輝先生
BSc (Econ), MBA, FCMA, CPA (Aust), FCPA
Financial Management Consultant
Mr Steve Lam was previously the Deputy Director (Finance & General Administration) of the Hong Kong Society for the Protection of Children. With his experiences in the financial profession of over 30 years and in the social service organisations, he can provide insights to NGO staff in topics relating to financial management. Prior to joining NGO sector, he had well experience in financial and management accounting, financial management and taxation in the commercial sector. Steve is also an experienced trainer in many similar training courses for social work professionals and is a popular speaker in many NGO seminars with topics in relation to financial management. He is now an Honorary Lecturer in the Department of Social Work and Social Administration of the Hong Kong University and currently holds the qualifications of Certified Public Accountant, Chartered Management Accountant and Certified Practising Accountant (Australia).


Quota is set for each course in "Small NGO Capacity Development Subsidy Programme". All applications are subject to approval. For details, please click HERE .

Selection Criteria
1. Preference will be given to applicants who enroll in the full certificate programme.
2. Those who have completed HKCSSI’s Certificate in Accounting Practice and Financial Management for Accounting Staff in NGOs will take priority.
3. Applications from target participants who can meet the above two selection criteria will also be processed on a first come, first served basis.
Classification of Financial Professionals (based on role and responsibility)
• Level 1 : Basic accounting functions: data entry, simple accounting book closing: ledger, journal entries, petty cash handling, checking accounting entries and records, procurement, etc.
• Level 2 : Full set of accounting function: Accounting role up to the closing of a centre's accounting books including the preparation of financial statements and schedules for external audit and SWD compliance, participating in the preparation of the centre's budget result for comparison and investigation.
• Level 3 : Full financial accounting function up to the agency level: Write up books and accounts for the statutory audit and annual compliance for government departments, like SWD & EDB. To discharge the role properly, some financial management knowledge and techniques are needed to be equipped with, like break-even analysis, relevant costs for decisions and pricing decisions, etc.
All Levels 1, 2 and 3 draw reference to NGOs’ financial management environment
Course Requirements
• Applicants of the full certificate programme shall have attained either Level 2 or 3
• Session 1 and 2 are available for enrolments for NGO staff at all three levels
• Due to the course nature, Session 3 and 4 are not suitable for NGO staff at Level 1
Certificates will be issued by the HKCSS Institute to participants upon successful completion of session(s) enrolled with 80% attendance in total
• 課程內容只提供英文版本
The course is postponed from 17 February, 2020  to 12 June, 2020.
Related courses
Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs
Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs (Session 1)
Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs (Session 2)
Advanced Certificate in Financial Management for Accounting and Financial Professionals in NGOs (Session 4)