'Fundamental Financial Planning And Applications' Of Chartered Financial Practitioner Programme - Vocational Training Council
課程名稱: |
'Fundamental Financial Planning And Applications' Of Chartered Financial Practitioner Programme - Vocational Training Council |
|---|---|
院校名稱: |
職業訓練局 |
課程編號: |
23Z058725 |
範疇: |
金融服務業 |
上課模式: |
30(PT) |
學費: |
3,300.00 |
入學要求: |
~Aged 18 And Completion Of Form 5; Or ~Aged 21 Plus Three Years Of Relevant Work Experience |
課程大綱: |
~Financial Planning And Financial Planning Needs, The Economic Environment And Its Effects On Financial Planning, And The Financial Planning Process (8 Hrs) ~Assessing Risk Tolerance (3 Hrs) ~Communication Skills In Counselling Clients (6 Hrs) ~Time Value Of Money:Concepts And Applications, Basic Concepts Of Financial Planning Relating To Insurance,Etc., And Constructing A Comprehensive Financial Plan (10 Hrs) ~Good Practice Of Financial Planning, And Professionalism And Ethical Issues In Financial Planning (3 Hrs) |
資歷架構級別: |
0 |