top of page

Alex Zhu

Personal Profile

Professional image 2022b.jpg

Alex has established a remarkable track record in conducting extensive research within the realm of personal finance and personal finance education. His expertise lies in the design, implementation, and evaluation of personalized financial intervention programs, all of which seek to cultivate financial planning activities across diverse age groups. Noteworthy among Alex's projects is the development of Python-based personalized financial projections. By leveraging this innovative approach, Alex has been able to create accurate and tailored financial forecasts for individuals. This valuable tool empowers individuals to make informed decisions about their financial future, taking into account their unique circumstances and goals. Additionally, Alex has contributed to the field of financial education by validating international standardized financial education initiatives among young people based in Hong Kong. Through meticulous research and evaluation, Alex has provided valuable insights into the effectiveness and adaptability of these programs in the local context. Such contributions play a vital role in enhancing financial literacy among the youth, equipping them with essential skills for navigating complex financial landscapes. Furthermore, Alex has directed their attention to customizing interventions specifically tailored to middle-aged adults' financial preparation for retirement. By developing targeted strategies and interventions, Alex assists this age group in making well-informed decisions about their retirement savings, ensuring long-term financial security. Through personalized guidance and support, middle-aged adults are empowered to proactively plan for their retirement years.

Employment

Assistant Professor in Personal Finance / Personal Finance Education

​

Department of Social Science

The Education University of Hong Kong

Teaching

1 / BUS 6035

Financial Risk Management for Investment 

2 / SSC 4215

Hong Kong and Global Economy

3 / SSC 4311

Quantitative Research Methods

Education

2013-2017

PhD in Personal Finance / Quantitative Social Science

The Education University of Hong Kong

2011-2013

MA in Empirical Policy Analysis / Quantitative Social Science

The Education University of Hong Kong

​

MS in Economics / Quantitative Social Science

Colorado State University, Fort Collins, USA

2006-2011

BA in Russian Literature

BS in Business Analytics

​中国人民大学,北京

Get in Touch

+852-29487374

  • Facebook
  • Twitter
  • LinkedIn
  • Instagram
bottom of page