Advanced Personal Financial Planning (Module From Bachelor Of Arts (With Honours) In Financial Services Programme) - School Of Professional And Continuing Education, Hku

    7,350.00 7,350.00 7350.0 USD

    7,350.00

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    課程名稱:

    Advanced Personal Financial Planning (Module From Bachelor Of Arts (With Honours) In Financial Services 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:

    23Z06363A

    範疇:

    金融服務業

    上課模式:

    42 HOURS (PART TIME)

    學費:

    7,350.00

    入學要求:

    Applicants Shall: (A) Have An Associate Degree, Higher Diploma Or Advanced Diploma In A Business Related Discipline Awarded Within The Hku System Through Hkuspace; Or (B) Have An Equivalent Award Granted By A Recognized Institution. Holders Of Associate Degree, Higher Diplomas Or Advanced Diplomas In A Relevant Discipline Will Be Considered On A Case By Case Basis; Or (C) Have A Degree In Other Disciplines. Degree Holders In Non-Business Disciplines Will Be Considered Based On Individual Merit; Or (D) Hold Equivalent Qualifications. Advanced Entry With Further Exemption From A Maximum Of 40 Credits (2 Modules) In Stage 3 Or 4 May Be Considered On An Exceptional Basis For Holders Of Appropriate Entry Qualification Higher Than Those Mentioned In Points (A) To (D) Above, But It Is Emphasized That, In Such Exceptional Cases, Credits Already Counted For Meeting The Minimum Entry Requirements Will Not Be Counted Again For Further Exemption. Note: An Honours Degree Programme At Edinburgh Napier University Normally Takes Four Years To Complete. Students Normally Complete Their Stages 3 And 4 Modules During Their Third And Fourth Years Of Study Respectively.

    課程大綱:

    1. Protection In The Context Of Personal Financial Planning (4 Hours) 1.1 Protection Against Loss Of Earnings 1.2 Features Of Protection Products 2. Savings In The Context Of Personal Financial Planning (6 Hours) 2.1 Financial Assets 2.2 Real Assets 2.3 Marketable Assets 2.4 Non-Marketable Assets 2.5 Compound Interest 3. Investment Products In The Context Of Personal Financial Planning (4 Hours) 3.1 Evaluation Of Stocks & Shares 3.2 Portfolio Construction And Evaluation 3.3 Investment Risk Management 4. Pensions In The Context Of Personal Financial Planning (6 Hours) 4.1 State Pensions 4.2 Occupational Pension Schemes 4.3 Personal Pension Schemes 4.4 Residential And Nursing Home Care Provision 4.5 Estate Planning 5. Mortgage Advice In The Context Of Personal Financial Planning (6 Hours) 5.1 Factors Affecting Mortgage Loans 5.2 Different Types Of Mortgage 5.3 Repayment Methods 5.4 Life And Other Insurance Cover Required 6. Information Acquisition Process For Facilitating The Provision Of Appropriate Financial Advice (4 Hours) 6.1 Process Of Giving Advice 6.2 Collecting And Evaluating Client Information 7. Identification And Assessment Of Clients' Current And Future Financial Needs And Objectives (4 Hours) 7.1 Quantify And Prioritise Needs 8. Making Recommendations To The Client (4 Hours) 8.1 Reconcile With Client'S Attitude To Risk 8.2 Impact Of Inflation And Taxation 9. Designing The Client'S Portfolio (4 Hours) Total: 42 Hours

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