Bus20486 Personal Wealth Management (Module From Associate Of Business Administration In Financial Services) - Community College Of City University
課程名稱: |
Bus20486 Personal Wealth Management (Module From Associate Of Business Administration In Financial Services) - Community College Of City University |
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院校名稱: |
香港城市大學專上學院 |
課程編號: |
23Z103496 |
範疇: |
金融服務業 |
上課模式: |
CONTACT HOURS: 39 MODE OF DELIVERY: FT |
為期: |
13 WEEKS |
學費: |
4,800.00 |
入學要求: |
A) Level 2 Or Above In Five Hkdse Subjects Including Chinese And English; Or B) Completion Of The Cccu/Uowchk Diploma In General Studies Programme Or A One-Year Full-Time Pre-Associate Degree Programme; Or C) Grade E Or Above In One General Certificate Of Education A-Level (Or A2)/International A-Level Subject. Two Advanced Subsidiary (As) Level Subjects Will Be Considered Equivalent To One Gce A-Level. The Same Subject May Not Be Counted At Both The A Level And As Level; Or D) A National Higher Education Entrance Examination Score Above The Cut-Off Lines Set For Entry Into Non-Government Universities And A Minimum English Score Of 100; Or E) Other Equivalent Qualifications, Including International Baccalaureate Diploma, Are Also Accepted As Satisfying The Entrance Requirements |
課程大綱: |
1. Overview Of Basic Concepts Of Financial Planning And Wealth Management (3 Hours) 2. Deciding Client'S Goals And Expectations, And Gathering Data (3 Hours) 3. Determining Client'S Current Financial Status (3 Hours) 4. Personal And Risk Profiling, And Asset Allocation (3 Hours) 5. Financial Planning Components I, Ii And Iii (9 Hours) 6. Mid-Semester Review Of Principal Concepts (3 Hours) 7. Traditional Vs. Behaviorial Finance In Wealth Management (3 Hours) 8. Pension Products And Retirement Planning (3 Hours) 9. Customer Relationship Management In Wealth Management (3 Hours) 10. Developing, Presenting, Implementing And Monitoring Financial Plan (3 Hours) 11. Revision Of All Major Concepts And Applications. (3 Hours) |
資歷名冊登記號碼: |
19/000019/L4 |
資歷架構級別: |
4 |