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):

  1. Overview of Investment Markets>
  2. Types of Investment Products
  3. Investment Analysis
  4. Portfolio Management
  5. Treasury – Foreign Exchange & Bullion Trading

Introduction to Financial Planning (18 Hours):

  1. Overview of Financial Planning
  2. Financial Analysis
  3. Insurance Planning
  4. Retirement Plan
  5. Estate Planning
  6. 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
2 recent passport-size photographs
Hong Kong Identity Card
Program Commencement
Please contact our Education Consultants for updated information
Course Fee
HK$12,500
Enquiry
Please contact Mr. Stephen Tsui on (852) 2155 1133 or email  Email住址會使用灌水程式保護機制。你需要啟動Javascript才能觀看它 for more details.

COURSE ENQUIRY

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