Advanced Financial Planning (Module From Advanced Diploma In Financial Planning Programme) - School Of Professional And Continuing Education, Hku

    5,150.00 5,150.00 5150.0 USD

    5,150.00

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    課程名稱:

    Advanced Financial Planning (Module From Advanced Diploma In Financial Planning Programme) - 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:

    23Z063052

    範疇:

    金融服務業

    上課模式:

    40 HOURS (PT)

    學費:

    5,150.00

    入學要求:

    Applicants Should: (1) Have Gained In The Hkcee Grade E In 3 Subjects And Level 2 In Chinese Language And English Language,* Or (2) Have Gained In The Hkdse Level 2 In 5 Subjects Or (3) (I) Be 21 Years Of Age Or Above And (Ii) Have 3 Years Of Work Experience * With Effect From 2007, Hku Space Recognises Grade E Previously Awarded For Chinese Language And English Language (Syllabus B) (Grade C In The Case Of English Language (Syllabus A)) At Hkcee As An Acceptable Alternative To Level 2 In These Two Subjects At Hkcee.

    課程大綱:

    1. Recap Of The 6-Step Financial Planning Process (5 Hours) 2. Establishing The Relationship With The Client (5 Hours) 3. Defining Goals And Collecting Client'S Information (6 Hours) 4. Analyzing And Assessing The Client'S Financial Status (6 Hours) 5. Developing The Financial Planning Recommendations And Presenting Them To The Client (6 Hours) 6. Implementing The Client'S Financial Planning Recommendations (6 Hours) 7. Monitoring The Financial Plan And Reviewing The Client'S Situation (6 Hours)

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