Certificate For Module (Cfp Level 2 Refresher Course) - School Of Professional And Continuing Education, Hku
課程名稱: |
Certificate For Module (Cfp Level 2 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: |
23C097069 |
範疇: |
金融服務業 |
上課模式: |
30 HOURS (PT) |
為期: |
13 WEEKS |
學費: |
4,000.00 |
入學要求: |
There Is No Minimum Entry Requirement As This Is An Exam Preparatory Course. |
課程大綱: |
Financial Planning Process 1. Recap Of The 6-Step Financial Planning Process (4 Hours) 2. Establishing The Relationship With The Client (4 Hours) 3. Defining Goals And Collecting Client'S Information (4 Hours) 4. Analyzing And Assessing The Client'S Financial Status (4 Hours) 5. Developing The Financial Planning Recommendations And Presenting Them To The Client (4 Hours) 6. Implementing The Client'S Financial Planning Recommendations (4 Hours) 7. Monitoring The Financial Plan And Reviewing The Client'S Situation (3 Hours) Case Studies 8. Analyzing Comprehensive Case Studies (3 Hours) |
資歷名冊登記號碼: |
15/003263/L4 |
資歷架構級別: |
4 |