Advanced Certificate In Financial Planning And Advising - Hong Kong Securities And Investment Institute
課程名稱: |
Advanced Certificate In Financial Planning And Advising - Hong Kong Securities And Investment Institute |
|---|---|
院校名稱: |
香港證券及投資學會 |
課程編號: |
23C013248 |
範疇: |
金融服務業 |
上課模式: |
60 HRS OR 30 HRS(PT) |
為期: |
30 |
學費: |
8,325.00 |
入學要求: |
People Interested In Becoming Professional Financial Advisers Or Who Would Like To Acquire Further Knowledge On Financial Advising |
課程大綱: |
1. Financial Planning Fundamentals (7 Hrs); 2. Investment And Risk Management (8 Hrs); 3. Wealth Creation (5 Hrs); 4. Taxation Planning (5 Hrs); 5. Wealth Preservation (5 Hrs); 6. Regulatory Requirement For Financial Planners And Advisers Ii (10 Hrs) 7. Portfolio Management In Practice (14 Hrs) 8. Marketing Financial Products And Services (6 Hrs) |
資歷架構級別: |
0 |