Cfp Exam Review Course - Kaplan Financial (Hk) Limited
課程名稱: |
Cfp Exam Review Course - Kaplan Financial (Hk) Limited |
|---|---|
院校名稱: |
Kaplan Financial (Hk) Limited |
課程編號: |
23Z050236 |
範疇: |
金融服務業 |
上課模式: |
43.5(PT) |
學費: |
4,500.00 |
入學要求: |
-Cfp Exam Candidates: A Degree Holder Or A Candidate With 5 Passes In Any Subjects In Hkcee And With Passes In Specific Prerequisite Modules Of An Ifphk Registered Cfp Education Programme, Or A Candidate, With Certaio Doctoral Degrees And /Or Professional |
課程大綱: |
1. Introductory Class - Financial Planning Process - General Principles 2. Paper 1 - Insurance Policies And Strategies - Government Plans - Retirement Plans And Strategies - Employee Benefits 3. Paper 2 - Tax Planning Considerations - Tax Computations - Tax Planning Strategies - Estate Planning Benefits And Strategies 4. Paper 3 - Risk Management - Investment Vehicles - Investment Theory And Strategies 5. Paper 4 - Application Paper |
資歷架構級別: |
0 |