Financial Planning Management

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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

課程班別

有關課程開課日期資料，請聯絡2836 1922 | 高峰進修學院

課程詳情

Module Intended Learning Outcomes:

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

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

Learning Contents

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

Understanding how tax strategies can be efficiently applied in financial planning

Tax planning

Marriage, family, divorce
Personal tax planning
Estate planning
Trust tax planning

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

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

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

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

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

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

持續進修基金課程編號

33Z137309

持續進修基金課程名稱

FINANCIAL PLANNING MANAGEMENT (MODULE FROM POSTGRADUATE DIPLOMA IN INSURANCE IN RISK MANAGEMENT)

備註

Entry Requirements:

Applicants shall

hold a bachelor’s degree awarded by a recognised institution; and working full-time in related industries; OR
have achieved a level in relevant professional qualifications equivalent to a bachelor’s degree; and have one year of full-time work experience in related industries.
Applicants with other qualifications and three years of senior-level work experience in related industries will be considered on individual merits and subject to a satisfactory admission interview.

AND

English Proficiency Requirements

If the bachelor’s degree is not from an institution where the language of teaching and assessment is English, or if the relevant professional qualifications are not awarded in Hong Kong nor an English speaking country, applicants shall provide the following evidence of English proficiency:

an overall band score of 6.5 in IELTS; or
a TOEFL score of 550 (paper-based test) or 213 (computer-based test) or 79 (internet-based test); or
equivalent qualifications.

Continuing Education Fund

This course has been included in the list of reimbursable courses under the Continuing Education Fund (https://www.wfsfaa.gov.hk/cef) with the respective CEF course code listed as below:

The mother course Postgraduate Diploma in Insurance in Risk Management of the module is recognised under the Qualifications Framework (QF Level 6)

PBA60011 Financial Planning Management

CEF code: 33Z137309

CEF claimants would be eligible for fee reimbursement upon their successful completion of any of the module from Postgraduate Diploma in Insurance in Risk Management, with the fulfillment of both the minimum attendance requirement of 70% AND 50% or above of the overall mark for each of the module, subject to the prevailing CEF rules and procedures.

報名辦法

Enrollment
Please use the specified enrollment form and follow the "Notes to Applicants" in the form to apply for programmes.
Applicants should show the Hong Kong Identity (HKID) Card / Passport / Travel Document / or valid study visa issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) for enrollment.
Individual programmes may have specific admission requirements. Applicants should refer to the admission requirements of the individual programmes.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.

Deadline for Application
The deadline for application is 7 working days## prior to the class commencement date (The enrollment deadline might be subject to change depending on the enrollment status).

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 at 2836 1906 if you do not receive the notification before the class commencement.

Programme Fees / Receipt
For a programme commencing within 7 working days## at the time of enrollment, students are required to settle the programme fee by cash.
Programme fees paid are non-refundable, except for cases of unsuccessful applications and programme cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for programme swapping will not be entertained.
Students will collect and sign to acknowledge collection of the receipts 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 during the first lesson, our staff will contact them for the receipt collection arrangement. If students choose to collect the receipt by mail, PEAK will not be responsible for any loss in mailing. Students will be required to pay an administrative charge of HK$100 for their requests for each additional receipt copy. Please send crossed cheque payable to "Vocational Training Council" with a written application to "The Programme Team" of the Institute. For enquiry, please contact us at 2836 1862.

## Working days (exclusive of Saturdays and Sundays)

查詢

Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk

Ms. Carrie Kwan (Programme Officer)
Tel: 2836 1852
Email: carriekwan@vtc.edu.hk

Fax: 2891 5707

Financial Planning Management

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