Certificate For Module (Cfp Level 1 Refresher Course) - School Of Professional And Continuing Education, Hku

    4,500.00 4,500.00 4500.0 USD

    4,500.00

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    課程名稱:

    Certificate For Module (Cfp Level 1 Refresher Course) - School Of Professional And Continuing Education, Hku

    院校名稱:

    香港大學專業進修學院

    課程編號:

    23C097050

    範疇:

    金融服務業

    上課模式:

    40 HOURS (PT)

    為期:

    13 WEEKS

    學費:

    4,500.00

    入學要求:

    There Is No Minimum Entry Requirement As This Is An Exam Preparatory Course.

    課程大綱:

    Investment Planning And Asset Management 1. Portfolio Concepts (3 Hours) 2. Portfolio Investment Management (4 Hours) 3. Derivatives And Alternative Investments (4 Hours) 4. Investment Planning (4 Hours) Insurance Planning And Risk Management 5. Life Insurance And Policy Analysis (3 Hours) 6. Life Insurance Planning (4 Hours) 7. Business Use Of Insurance (2 Hours) 8. Comprehensive Insurance Planning (3 Hours) Tax Planning And Estate Planning 9. Overview Of Hong Kong Taxes For Individuals (3 Hours) 10. Individual Income Tax (4 Hours) 11. Estate Planning Basics (3 Hours) 12. Estate Planning Instruments (3 Hours)

    資歷名冊登記號碼:

    15/003262/L4

    資歷架構級別:

    4