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Kaplan Financial HKICPA Conversion Program Cost & Management Accounting Course

 

 

All relevant information on Kaplan Financial's HKICPA Conversion Program Cost & Management Accounting Module will be posted on this webpage.

My contact email: thomas.wu@kaplan.com

Click to go directly to: (1) Updates, (2) Course Details, (3) Assessment Information, (4) Session Review, or (5) Course Outline and Lecture Notes.

 

 

 

UPDATES Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

Please check here for updates during the course.

   

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ASSESSMENT Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

ALL in-class exercises, quizzes, assignments, and final examination are INDIVIDUAL effort, meaning that you should work on your own material and any unprofessional actions must be avoided.

I will post ALL relevant course materials, update information, correspondences, and relevant student questions in the UPDATES section on this page. Students are responsble to check the UPDATES section frequently on their own to ensure that they are up-to-date. I will provide the dates and topics of the updates to easier search.

The assessment method of this conversion program is based on:

Continuous assessment (including attendance, participation, in-class exercises, quizzes, and assignments) 50 %
Final exmination 50 %
  100 % *
* Passing of both the assessment and final examination is required  

Attendance. Students are required to attend at least 70% of the class (80% for CEF applicants).

Continuous assessment. The assignment will be distributed during the course and it is due on March 19, 2016.

Final examination. The final examination will account for 50% of your final course grade. The final examination date will be held on March 19, 2016.

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SESSION REVIEW Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

   

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COURSE OUTLINE AND LECTURE NOTES Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

This course outline is tentative and subject to change based on our progress. Please check the UPDATES section and table below for latest information.

Session 1 and 2  
June 5, 2016 Costing Methods I - Absorption Costing & Overhead Analysis 
   
Session 3 and 4  
June 12 , 2016 Costing Methods II - Marginal Costing & Decision Making 
   
Session 5 and 6  
June 19, 2016 Costing Systems 
   
Session 7  
June 29, 2016 Budgeting & Budgetary Control 
   
Session 8  
June 30, 2016 Budgeting & Budgetary Control 
   
Session 9 and 10  
July 2, 2016 Standard Costing and Variance Analysis 
   
Session 11  
July 6, 2016 Performance Management
   
Session 12  
July 7, 2016 Performance Management
   
, 2016 Final examination
   
, 2016 Assignment due

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COURSE DETAILS Back to top || Updates || Course Details || Assessment Information || Session Review || Course Outline and Lecture Notes

Course HKICPA Conversion Program Cost & Management Accounting Module
   
Time and Location As provided in the Kaplan course notes
   
Instructor

Dr. Thomas Wu

Email thomas.wu@kaplan.com
Website http://www.drthomaswu.com (all information for this course can be found here)
   
Reference Book List We will use the Kaplan HKICPA Conversion Program Cost & Management Accounting notes.
   
Calculator Policy

For this course, a general purpose non-financial calcuator can be used. Students who do not have ready access to a financial calculator should be able to perform all the required analysis and calculations using a general purpose non-financial calculator for the tutorials, assignments, mid-term test, and final examination.

You can also use a non-programmable financial calculator for the tutorials, assignment, mid-term test, and final examination. Common financial calculators are HP12c and TI BAII PLUS. User manual in simplified chinese and a tutorial for the HP12c can be found here and a simple tutorial for the HP12c can be found here. User manual for the TI BAII can be found here.

Regardless of the types of calculators used for this course, students are responsible for their own equipment and they cannot be shared in a quiz, test, or examination situation. As a result, students MUST bring their own calculators to each class. In addition, each student must be proficient in the use of their own equipment.

Electronic translators CANNOT be used for quiz, test, or examination situations, but they can be used during class (only with volume off) and your own study time.

   
Financial Terms

There are specific terms that apply to accounting and finance, and there are various online sources that can help students understand these terms.

Download and print for reference:

Online finance dictionaries:

Other unverified sources of financial references:

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