Continuing Education Fund (CEF) Registration Number
24L039471
Program Details
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 qualification 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.
Introduction to Investment (18 Hours):
Overview of Investment Markets>
Types of Investment Products
Investment Analysis
Portfolio Management
Treasury – Foreign Exchange & Bullion Trading
Introduction to Financial Planning (18 Hours):
Overview of Financial Planning
Financial Analysis
Insurance Planning
Retirement Plan
Estate Planning
Tax Planning
Program Duration
36 hours
Teaching Specification
Face-to-face Teaching seminars and / or workshop
Program Structure
Introduction to Investment – 18 hour Introduction to Financial Planning – 18 hours
Admission requirements aptitude
Applicants are expected to have a F.5 or equivalent education level.
Financial Assistance
The Continuing Education Fund
Application
A complete application form Hong Kong Identity Card
Program Commencement
Please contact our Education Consultants for updated information
