Module Preparation Seminars on QP Professional Modules

 Module 11 – Financial Reporting

• Integrated and ESG Reporting
• Government Grant
• Operating Segments 

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

Phei has many years of teaching experience in Module A / Module 11, Module C / Module 13 and the Final Exam. Phei is a Chartered Accountant in the UK and worked for a Big 4 firm in London and in Hong Kong. Phei used to carry out in-house IFRS training for a Big 4 firm in Hong Kong and many of its Mainland China offices. 

Module 12 – Business Finance

• Business Strategy Performance (Ch. 2)
• Financial Risk Management (Ch. 3)
• Working Capital Management (Ch. 6)
• Financial Reconstruction (Ch. 12)

Mr. Isaac 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.

Module 13 – Business Assurance

• HKSA 240 The Auditor’s Responsibilities Relating to Fraud in an Audit on Financial Statements
• HKSA 540 (Revised) - Auditing Accounting Estimates and Related Disclosures
• HKSA 720 (Revised) - The Auditor’s Responsibilities Relating to Other Information
• Information Technology (Ch. 13) - Computerised Business Systems and Controls                  

Ms. Polly Lo, Kaplan Financial (HK) Limited

Polly primarily worked in a Big 4 firm in Hong Kong, providing external audit assurance service to local listed companies in retail, manufacturing and telecommunication business sectors. She joined Kaplan bringing practical experience gained in teaching undergraduate accounting subjects in Hong Kong and Sydney.

Module 14 – Taxation

• General Deductions and Specific Deductions for Profits Tax (Ch. 3)

• Profits Tax Computation (Ch. 3)

• Corporate Treasury Activities (Ch. 3)

• Persons Who May Elect for Personal Assessment (Ch. 6)

• Stamp Duty Liabilities on Immovable Property in Hong Kong (Ch. 7)

• Advance Ruling System (Ch. 10)

• Tax Compliance and Tax Advisory Services (Ch. 10)

• Transfer Pricing (Ch. 11) 

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).

• Employee Benefits
• Share-based payment
• Earnings Per Share

Ms. Fanny Lam, BBA (Professional Accounting) HKCA Learning Media Limited

Fanny is teaching HKICPA QP Final Exam and New QP Module 11 at HKCA. She is a result-driven finance personnel with varied work experience such as financial reporting, financial planning and analysis and project management in luxury retail, hospitality and high-technology industry. She previously worked for KPMG Hong Kong and Grant Thornton London after graduation . Fanny has her own ways to help students pass the QP exams in the first attempt.

Module 12 –Business Finance

• Risk Management (Ch. 9)
• Business Combination (Ch. 11)
• Ethics in Financial Management (Ch. 15)

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 13 – Business Assurance

• HKSA 315 (Revised 2019) – Identifying and Assessing the Risks of Material Misstatement through Understanding the Entity and Its Environment

• HKSA 330 – Responses to Assessed Risks

• HKSA 510 Initial Audit Engagements - Opening Balances

• HKSA 570 (Revised) - Going Concern

Ms. Noel Leung Arrow Professional Training Limited

Noel has been teaching QP since 2010 and in a university in Hong Kong for 6 years. She had a master degree of Corporate Governance in the Hong Kong Polytechnic University. She currently is a CFO in a listed company, with excellent and professional knowledge in financial reporting and taxation. She is an FCPA and AHKICS.

Module 14 – Taxation

• Obligations of a Taxpayer and Other Parties (Ch. 2)
• Offences and Penalties Overview (Ch. 2)
• Income Chargeable to Salaries Tax (Ch. 4)
• Allowable Deductions for Salaries Tax (Ch. 4)
• Personal Allowances (Ch. 4)
• Hong Kong Tax Planning Opportunities (Ch. 10)
• Double Taxation Agreements Overview (Ch. 10)

Mr. Mike Li,  FCPA, FCCA, MSc. (UK) HKCA Learning Media Limited

Mike has been teaching QP Final Exam, PC-Tax, Module 14 Taxation in HK and Mainland China for many years. He worked in Inland Revenue Department, various Big 4 firms and HKICPA before and is currently the Principle of HKCA. Mike specialises in taxation areas giving advice to students and his clients.