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Certificate in Financial Planning Essentials

IVE - Business
IVE - Business
Latest Courses / Seminars
Programme Code
BA423052M
Subject Area
Business & Management
Programme Type
Certificate
Offering Institution
IVE - Business
Contact Hours
18
Duration
18 Hour(s)
Please contact 2708-5325 | IVE - Business for the details of class commencement date
[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
(c) Communciate effectively with different professionals and client for financial planning
 

Entry Requirements

Completion of a QF Level 2 programme that is deemed acceptable to the respective Programme Board
Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Board; or
Completion of S5 under the Old Academic Structure / S6 under the New Senior Secondary Academic Structure
Relevant RPL qualification(s) at QF Level 2 or above and a pass in an entrance assessment, which can be either oral or written

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

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

Online Email Enquiry


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IVE - Business
Business & Management

Certificate

有關詳情,請聯絡課程主任黃先生。

電郵:jackywong@vtc.edu.hk

電話:2708-6401

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