理財規劃專業證書課程

CEF Registration Course Code: 23C069332
CEF Registrated Institution Code: 561

Certificate in Investment and Financial Planning

This program is designed for the one who would like:

To pursue a foundation qualification in finance studies in order to enable them to progress on to higher business and finance programs; or
To obtain a professional qualifications in order to enhance their employment prospects in the financial services industry.

The program contents provide students with a comprehensive overview of various sectors in the financial services industry. The functions and activities of different sectors are also covered.

Admission Requirement
The program is generally open to the public. However, applicants are expected to have a F.5 or equivalent education level.

Medium of Instruction
Cantonese, supplemented with Chinese / English course materials.

Mode of Delivery
Face-to-face classroom teaching, seminars and / or workshop.

Assessment Methods and Course Completion Requirements
There will be an end-of-course examination. To successfully complete the course, students are required to pass the examination (scoring 50% or above) and have an attendence of at least 70%.

Award
Certificate in investment and Financial Planning

Professional Recognition
Some exemptions may be granted for the following:
1) Certified Financial Consultant (CFC);
2) Registered Financial Planner (RFP).

Jobs Placement / Internship Program
Upon completion of the program, students may have job placement opportunities.

Content Outline
Introduction to Investment (18 Hours):
1. 投資市場概覽 (Overview of Investment Markets);
2. 投資產品類別 (Types of Investment Products);
3. 投資分析 (Investment Analysis);
4. 投資組合管理 (Profolio Management);
5. 財富管理 – 外匯及貴金屬買賣 (Treasury – Foreign Exchange & Bullion Trading).

Introduction to Financial Planning (18 Hours):
1. 財務策劃概況 (Overview of Financial Planning);
2. 財務分析 (Financial Analysis);
3. 保險計劃 (Insurance Planning);
4. 退休計劃 (Retirement Plan);
5. 遺產安排 (Estate Planning);
6. 稅務安排 (Tax Planning).

Course Duration
Totally 36 Hours

Course Fees
HKD$12,500

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