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Financial Planning Management

高峰進修學院
高峰進修學院
最新課程/研討會
課程編號
PBA60011
課程範疇
工商管理, 保險
課程程度
單元證書
開辦院校
高峰進修學院
上課時數
30
有關課程開課日期資料,請致電2836 1922 | 高峰進修學院

(此課程內容只提供英文版本)

Module Intended Learning Outcomes:

On completion of the module, students are expected to be able to:

  1. critically evaluate clients profiles of a wide range of complex individual or family scenarios;
     
  2. formulate holistic financial and risk management plans from a full range of financial and insurance products to cater for clients’ needs and status; and
     
  3. develop clients’ financial portfolios to cater for the latest status of the clients and the external environment.

Learning Contents

  1. Contemporary concepts of financial planning process in the rapidly growing financial planning industry
  • Framework in Financial Planning   
  • Financial planning process
  • Achieving financial goals through planning
  • Making financial decisions for critical life events
  1. Understanding how tax strategies can be efficiently applied in financial planning
  • Tax planning
  • Marriage, family, divorce
  • Personal tax planning
  • Estate planning
  • Trust tax planning
  1. Considering the whole range of personal financial resources and needs required to optimize available opportunities in enhancing individual wealth for retirement
  • Retirement planning
  • Pre-retirement planning for employees, self-employed and directors
  • Pension options on retirement
  • MPF
  1. Using insurance as a tool for financial planning consultation to manage personal & family assets in the event of unforeseen circumstances throughout an individual’s life cycle
  • Financial protection in the event of disability, ill health or death
  • Financing long-term care and protection in the event of disability and ill health
  • Financial protection for a family in the event of premature death
  • Business protection for partners and directors in the event of death and disability
  1. Developing a more complete understanding on modern investments in the financial markets to evaluate alternative investment instruments used to allocate capital and manage risk and return
  • Savings and investments
  • Construction of savings and investment portfolios
  • Valuing equities, fixed income securities, pooling arrangements, and hedging with derivatives
  • Domestic property purchase
  1. Assessing the profile of the client with respect to client’s exposure to financial risks, risk-return trade off, and resources availability
  • Client analysis
  • Client information
  • Quantitative and qualitative data
  • Client's investment risk attitude/opinion
  • Client's existing financial arrangements
  • Client's priorities and needs
  1. Evaluating the financial goals of the client, choosing suitable products, and preparing a fully compliant financial plan for the client based on the best market practice
  • Financial planning solutions and recommendations
  • Assessing a client's needs
  • Client's taxation liability
  • Formulating a plan
  • Financial planning solutions and recommendations
  • Consulting with other professionals
  • Ethical/compliance issues
  • Client's existing arrangements
  • Presentation of data
  • Report writing
  1. Providing on-going review and services to clients on their changing situations and needs
  • Reviewing clients’ financial positions
  • Periodic review of clients’ financial positions
  • Review strategies
  • Key review periods
  • Existing financial solutions
  • Changes to clients’ circumstances
  • Reviewing a clients’ position

 

 

 

課程報名
請使用指定的報名表格並按照表格內的“報名須知”報讀課程。
申請人于報名時必須出示由香港特別行政區(香港特區)入境事務處所簽發的香港身份證 / 護照 / 旅行證件、或有效的來港就讀簽證。
各個課程之入學條件有別,申請人在報讀時必須依從個別課程之入學條件作出申請。
所有課程名額均以先到先得方法分配,任何未填妥之表格,或學生未有附上學費的報名表,本院將不會處理。

截止報名日期
截止報名日期為每班開課前七個工作天##(截止報名日期或會因應收生情況而有所更改)。

開課通知
成功申請人將于開課前至少三個工作天##接獲本院以閣下指定的聯絡方法通知開課詳情。本院對因郵遞失誤而寄失的開課通知書,概不負責。如在開課前尚未接獲通知,申請人可致電本院查詢(電話:2836 1906)。

學費/收據
如學生所報讀的課程將在報名當日起計7個工作天##內開課,學生必須以現金繳交學費。
除學生之申請不獲接納或所選課程取消 / 改期外,所有已繳學費恕不退還。學費及學額亦不可作任何更改(包括不可轉班)或轉讓他人。
學生需于第一堂簽收收據,若學生于報名截止日後繳費,收據或會稍遲發出。本院會通知未簽收收據之學生領取收據的安排或將收據郵寄予學生。如學生要求以郵寄方式收取收據,本院對郵遞失誤概不負責。學生如要求本院發出收據副本證明,需以書面通知本院課程組,並需繳付港幣100元手續費。收據重發申請須以支票付款,抬頭為「職業訓練局」。查詢請致電2836 1862。

## 工作天(不包括星期六及星期日)

課程報名表格
請按此下載

 

Mr. Eddy LAU (Programme Director)
Tel: 2836 1863
Email: eddylcw@vtc.edu.hk
 
Ms. Carrie Kwan (Programme Officer)
Tel: 2836 1852
Email: Carriekwan@vtc.edu.hk
 
Ms. Krystal TSANG (Programme Secretary)
Tel: 2919 1554
Email:krystalwin@vtc.edu.hk
 
Fax: 2891 5707

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課程特點圖示
課程特點圖示:
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