Fund Series 101 Module 1 Open-Ended Fund 101: Opened-Ended Fund=Mutual Fund?
HKMA ECF: 3 CPD hours
MPFA: 3 Non-core CPD hours
SFC: 3 CPT hours
Class Code | Commencement Date | Class Location | Medium of Instruction | Apply Online | Class Remarks | Class Status |
PE4200668(25MAY2024) | 2024.05.25 |
Institute of Professional Education and Knowledge (PEAK)
Institute of Professional Education and Knowledge (PEAK) |
Cantonese supplemented with English |
Date: 25.5.2024
Time: 9:30am-12:30pm Duration:3 hours Venue: 9/F, VTC Tower, 27 Wood Road, WanChai |
(This course introduction in provides Chinese contents only)
簡介
財務策劃師利用不同類形的基金為客人管理資產,但未必了解及明白開放式基金、封閉式基金以及對沖基金的分別。為了讓客人了解箇中分別,財務策劃師首先必須擁有相關的知識,才能專業地解釋給客戶,讓他們清楚自己的資產分配。此系列課程旨在讓前線金融從業員了解上述現今在市場上所提供的三類基金的分別,從而提升財務策劃師的專業形象。
課程大綱
基金透視鏡101系列單元一開放式基金101:開放式基金=互恵基金?
Fund Series 101 Module 1 Open-Ended Fund 101: Opened-Ended Fund=Mutual Fund?
• 開放式基金的簡介
• 開放式基金的結構及工作單位
• 開放式基金的運作
• 不同類形的開放式基金:互惠基金 vs 對沖基金
• 在香港開放式基金的監管
• 開放式基金的好與壞
• 一些成功及著名的開放式基金
• 怎樣運用開放式基金作投資策劃
Entry Requirements
18 years old or above
Remarks
.
Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.
Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.
Notification of Class Commencement
Successful applicants will be notified of the class information by the contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).
Course Fees/Receipt
For a course commencing within 7 working days at the time of enrollment, trainees are required to settle the course fee by cash.
Course fees paid are also non-refundable, except for cases of unsuccessful applications and course cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for course swapping will not be entertained.
Trainees will sign and collect the receipt at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts at the first lesson, our staff will contact them for picking up / mailing arrangement. PEAK will not be responsible for any loss in mailing. Trainees will be required to pay an administrative charge of HK$100 for their request for each additional receipt copy. Please send crossed cheque payable to “Vocational Training Council” with a written application attention to “The Course Team” of the Institute. (Inquiry: 2836 1862)
Enrollment Form for Programme Application
28361922