Advanced Financial Planning (Module From Professional Diploma In Financial Planning) - The School Of Continuing Education Of The Hong Kong Baptist University
課程名稱: |
Advanced Financial Planning (Module From Professional Diploma In Financial Planning) - The School Of Continuing Education Of The Hong Kong Baptist University |
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院校名稱: |
香港浸會大學持續教育學院 |
課程編號: |
23Z070733 |
範疇: |
金融服務業 |
上課模式: |
42 HOURS |
學費: |
4,180.00 |
入學要求: |
(1) Holder Of A Bachelor Degree In Any Disciplines; Or (2) Holder Of A Diploma / Professional Certificate / Certificate In Any Disciplines Offered By Our School Or Equivalent; Or (3) Completion Of Form 5 With At Least 2 Years Work Experience; Or (4) Aged 23 Or Above With At Least 5 Years Work Experience; Or (5) Other Equivalent Qualifications Obtained From Recognized Institutes To Be Assessed By Sce And Ifphk. |
課程大綱: |
1 Revisit Of The 6-Step Financial Planning Process (7 Hours) - Step 1: Establishing Client-Planner Relationships - Step 2: Determining Client Goals And Expectations And Gathering Client Data - Step 3: Determining The Client’S Financial Status - Step 4: Developing And Presenting The Financial Plan - Step 5: Implementing The Financial Plan - Step 6: Monitoring The Financial Plan 2 Case Analysis For Investment Planning (7 Hours) - Financial Markets - Financial Instruments - Applied Portfolio Management 3 Case Analysis For Insurance Planning (7 Hours) - Insurance Industry And Regulations - Long Term Insurance - General Insurance 4 Case Analysis For Tax Planning (7 Hours) - Property Tax - Salary Tax - Profit Tax - International Tax Planning 5 Case Analysis For Retirement And Estate Planning (7 Hours) - Employee Benefits And Social Insurances - Retirement Planning - Estate Planning 6 Comprehensive Financial Planning Case Analysis ( 7 Hours) - Integration Of Various Aspects Of Financial Planning |
資歷架構級別: |
0 |