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Risk Management Series Module 1: Interest Rate Risk

Institute of Professional Education And Knowledge (PEAK)
Institute of Professional Education And Knowledge (PEAK)
Latest Courses / Seminars Continuing Professional Development Apply Online
Programme Code
PE4200602
Subject Area
Product Knowledge, Insurance
Programme Type
Short Course
Offering Institution
Institute of Professional Education And Knowledge (PEAK)
Contact Hours
3
CPD / CPT Hours
SFC: 3 CPT hours
MPFA: 3 Non-core CPD hours
IA: 3 CPD hours
HKMA ECF: 3 CPD hours
Programme Fee
HKD$330.00
Class Code Commencement Date Class Location Medium of Instruction Apply Online Class Remarks Class Status
PE4200602(22DEC2025) 2025.12.22 Institute of Professional Education and Knowledge (PEAK)
Cantonese supplemented with English
Date: 22.12.2025
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

銀行及保險公司等金融機構的從業員經常需要為客戶提供財務規劃分析,本課程針對那些熱衷於管理其投資組合風險的投資者。一個眾所周知的事實是,全球央行開始逐步縮減買債規模,然後在未來開始收緊貨幣政策。高淨值客戶、金融機構和企業面臨著各種風險。他們應積極管理其投資組合風險,從而在如此動蕩的市場中避免虧損或從中獲利。讓金融機構的從業員於提供財務規劃分析時顯得更為專業。

 

課程大綱

風險管理系列 單元一:利率風險

Risk Management Series Module 1: Interest Rate Risk

• 風險的基本概念

• 利率風險的定義,及真實案例

• 利率風險的類型,不同商業實體的利率風險

• 衡量利率風險和銀行利率風險

• 利率風險管理示例

 


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

Please download here

28361922

Online Email Enquiry


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