Education Center

About Us

Phillip Institute of Financial Learning, established in 2002 as a member of the Phillip Securities Group, is dedicated to providing beneficial courses for investors, covering financial products including stocks, futures, options, bonds, funds, and forex. We help students gain in-depth understanding of financial markets, master investment knowledge, and plan personal financial goals.

Our courses are conducted by financial practitioners and market professionals, incorporating not only theoretical foundations and market analysis techniques but also practical trading demonstrations. Whether you're a novice or experienced investor, you can flexibly apply what you've learned in your investments. To meet diverse learning needs, the Centre offers both online and offline courses, emphasizing interactive communication with students to enhance learning effectiveness. Since its establishment, the Centre has received widespread positive feedback.

We will continue to provide high-quality courses and seminars, striving to be a trusted financial education platform for investors.

General Notes

Seminar room for rental :

  1. Booking will be confirmed upon payment received which is non- refundable.
  2. Applicants will be responsible for damages made to the room or equipment.
  3. Phillip Institute reserves the right to accept the application or not.
  4. The charge for photocopying and local fax is $1 per page.
  5. Room charges shall be payable in advance.
  6. Cancellation of room reservation will only be accepted in writing and not less than three working days before the date of hire. The applicant will be charged $300 for administration fee.
  7. Special software that applicants want to use must accompany corresponding valid licenses or copyrights.  Diskettes/CD Roms should be provided 5 working days before installation and configuration. The cost of installation and configuring special software provided by applicants will be charged at a rate of $100 per occasion.
  8. No session will be held upon announcement of storm warning signal No.8 or above. If the No.8 signal is lowered (6 hours before the session), the session will meet as usual; otherwise the session will be cancelled and the payment will be refunded. For rainstorm black warning, the arrangement will be similar.

Course Application：

  1. Phillip Institute of Financial Learning Co. Limited shall deal with the applicant's personal data in accordance with the "Personal Data Policy" on this website.
  2. Phillip Institute of Financial Learning Co. Limited and its associates may use the applicant's personal data to provide information about investment or financial related products and services. In case the applicant does not wish to receive further marketing materials, he should contact our Customer Service Department on 2277 6555 or cs@phillip.com.hk.
  3. Phillip Institute reserves the right not to admit an applicant. Fees and places allocated on courses are not transferable. Course fee is not refundable, except for unsuccessful enrolment or cancellation of a course.
  4. No class will be held upon announcement of storm warning signal No. 8 or above. If the No. 8 signal is lowered (before 4 pm), classes will meet as usual; otherwise classes will be postponed. For rainstorm black warning, the arrangement will be similar. The arrangement of make-up class will be notified.
  5. The Commissioner of Inland Revenue has approved Phillip Institute of Financial Learning as specified institutions. The course fees paid will be deducted for salaries tax purposes if the courses, which were undertaken for the purpose of gaining or maintaining qualifications for, use in any employment. In other words, it must be related either to the present job or job in the future. The final decision is at the discretion of the Inland Revenue Department. Further information about the self – education expenses can be obtained from the Inland Revenue Department FAQ:Expenses of Self-education.
  6. If no one attend the lesson within the first 15 minutes, Phillip Institute of Financial Learning reserves the right to cancel the lesson without prior notice.
  7. Please read Terms and Conditions.
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Phillip Institute of Financial Learning
Tel : (852) 2277 6666
Email : course@phillip.com.hk

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