Currency Education · Hong Kong

Understanding Currency Is Part of Managing Wealth

Structured programmes for Hong Kong investors who hold — or are considering — assets across multiple currencies. Considered, methodical, and built for the long view.

Enquire About a Programme

+852 2172 6938

[email protected]

Sheung Wan, Hong Kong

Our Programmes

Three Courses, One Measured Approach

Each programme is written for Hong Kong residents who want to think about currency carefully — not chase short-term movements, but understand what currency exposure means for their savings, income, and retirement plans.

4 Weeks

Currency Basics for Hong Kong Investors

A careful introduction to foreign exchange concepts — the HKD peg, common currency pairs, how movements compound over long periods, and the distinction between speculative trading and thoughtful currency allocation.

HKD peg mechanics explained clearly
Long-horizon compounding of currency moves
No speculative framing — strategic thinking only

HKD 1,780 Enquire

6 Weeks

Multi-Currency Savings and Income

For those with savings spread across currencies who want to think about this mix deliberately. Covers currency exposure within portfolios, multi-currency accounts in Hong Kong, remittance decisions, and how currency interacts with intended future spending.

Understand hidden currency exposure in portfolios
Multi-currency account mechanics in HK
Practical remittance and spending alignment

HKD 2,580 Enquire

10 Weeks

Currency Strategy for Retirement Across Borders

For those planning a retirement that may involve spending across currencies — returning expats, cross-border families, or those with property or children abroad. Covers multi-currency retirement modelling, natural currency matching, and hedging instruments in plain language.

Model retirement spending by currency
Hedging instruments explained without jargon
Decisions at each life stage — practical and clear

HKD 3,200 Enquire

Why Compass Rose

Designed for the Way You Actually Think About Money

Grounded in Long-Term Thinking

Every module is structured around decisions that take months or years to play out — not the kind that require a screen refresh every few minutes.

Built Around Hong Kong Context

The HKD peg, local multi-currency accounts, regional remittance patterns, and cross-border retirement realities are all woven into the curriculum.

Written for Mature Investors

The programmes assume participants have financial experience and are not looking for introductory personal finance — they want to think more clearly about a specific dimension of their wealth.

No Speculation, No Pressure

Compass Rose does not sell currency products, manage funds, or advise on individual trades. The programmes are educational — so the content is never coloured by a commercial motive.

Structured, Not Overwhelming

Materials progress in small, logical steps. Each week builds on the last without assuming participants remember everything from prior sessions. Readings are concise; examples are historical.

Small Groups, Open Questions

Cohort sizes are kept deliberately small. Participants are encouraged to bring their own questions — about their own situations — so discussion stays grounded in real concerns.

Take the Next Step

Which Programme Fits Your Situation?

If you are unsure which course is the right fit, send us a brief note about your circumstances. We will suggest the appropriate starting point — no obligation to enrol.

Request Information See All Programmes

+852 2172 6938 [email protected]

Common Questions

Frequently Asked Questions

Who are these programmes for?

They are written for Hong Kong residents in their 40s and 50s who hold — or are seriously considering holding — savings, investments, or property in more than one currency. Participants typically have some experience with financial products and are not looking for an introduction to personal finance, but want to think more carefully about the currency dimension of their wealth.

How are the sessions delivered?

Programmes run in small cohort groups, with weekly sessions held at our Sheung Wan premises. Written materials, worked examples, and reference tables are provided for each week. Sessions are discussion-based, not lecture-only, and participants are encouraged to raise questions from their own situations.

Do I need a financial background to join?

A prior background in finance is not required, but the programmes assume participants are comfortable reading a bank statement and have some familiarity with savings accounts, investment funds, or insurance products. If you are uncertain, contact us and we can help assess which starting point makes sense.

Does Compass Rose provide investment advice?

No. Compass Rose provides structured educational programmes. We do not manage funds, advise on individual investments, sell currency products, or hold any financial advisory licence. All content is educational in nature. Participants should consult a licensed financial adviser for decisions specific to their personal situation.

What is the refund or cancellation policy?

Full details are provided at enrolment. In general, cancellations made more than 14 days before the cohort start date receive a full refund. Cancellations within 14 days of the start date may receive a credit toward a future cohort. Please review our Terms & Conditions or contact us directly with any questions.

When does the next cohort start?

Cohorts run on a rolling schedule throughout the year, with new groups typically forming each quarter. Contact us to find out about the next available intake for a specific programme. Cohort sizes are limited, so we recommend enquiring early if you have a particular start date in mind.

Find Us

Our Location

8/F, The Wellington, 198 Wellington Street, Sheung Wan, Hong Kong

Contact

Get in Touch

Whether you have a question about a specific programme or want to know which course suits your situation, we are happy to hear from you.

Contact Details

Telephone