財務策劃基礎證書

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課程編號

BA423052M

課程範疇

工商管理

課程程度

證書

開辦院校

IVE - 商業

上課時數

修業期

18 小時

課程班別

有關課程開課日期資料，請聯絡2708-5325 | IVE - 商業

課程詳情

[Only English Version is available]

Programme Objectives

1. Introduce participant to the basic concept and principal in financial planning

2. Provide participant with knowledge in investment and financial planning

3. Strengthen participants’ skills in managing the financial plan to client

4. Enhance participants’ awareness on ethical issues and professional image

Programme Intended Learning Outcomes

On completion of the programme, learners will be able to:

(a) Comprehend the basic knowledge and skills of financial planning

(b) Implement appropriate financial planning strategies for different type of client

入學條件

完成獲「課程委員會」認可的「資歷架構」第2級別之相關證書課程
持有「課程委員會」認可及可核證之過往學習及 / 或工作經驗; 或
完成中五(舊學制)或中六(新高中學制)
持有「資歷架構」第2級別或以上「過往資歷認可」資格並通過面試或筆試

報名辦法

Please contact 2708-5363 | Department of Business for the details of class commencement date

查詢

Please contact 2708-5363 | Department of Business for the details of class commencement date

網上電郵查詢

課程特點圖示

課程特點圖示: