institute of financial planners of hong leaflet_ آ  institute of financial planners of hong

Download Institute of Financial Planners of Hong Leaflet_ آ  Institute of Financial Planners of Hong

Post on 27-May-2020

2 views

Category:

Documents

0 download

Embed Size (px)

TRANSCRIPT

  • Institute of Financial Planners of Hong Kong 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 香港灣仔告士打道 56 號東亞銀行港灣中心 2601 室

    Unit 2601, 26/F, Bank of East Asia Harbour View Centre 56 Gloucester Road, Wanchai, Hong Kong

    Tel 電話: 2982 7888 Fax 傳真: 2982 7777 Website 網址: www.ifphk.org

    財務策劃複習課程財務策劃複習課程財務策劃複習課程財務策劃複習課程 IFPHK Refresher Program

    Designed for practitioners who are studying for the CFPCM Certification Examination or who have not completed CFPCM

    Certification Education Program, IFPHK Refresher Program aims at using case studies and practical exercises to

    reinforce and improve participants’ current knowledge on investment, tax, insurance and retirement planning from

    well-known experts.

    This year, IFPHK will launch a new topic “Topic E: Integrated and Comprehensive Financial Planning Cases Analysis”, which targets to review the concepts of total personal financial planning and provides an overview of the major areas of personal financial planning following case studies. Through case analysis, participants would know how to conduct comprehensive financial planning for individuals.

    此課程專為正準備 CFPCM 認證考試或尚未獲得認可財務策劃師認證資格的人士而設。講者將透過個案分析及練習,讓學員可強化及增進於投資、稅務、保險及退休策劃的知識。 今年,香港財務策劃師學會新增一個新課程,名為「專題戊: 綜合財務策劃個案分析複習」。此課程目的讓學員回顧個人財務策劃的整體概念,並且透過個案分析溫習個人財務策劃的主要範疇。完成課程後,學員將可進一步掌握如何訂立綜合的個人財務策劃。

    Course Date 課程日期課程日期課程日期課程日期 Course Title and code 課程名稱及編號課程名稱及編號課程名稱及編號課程名稱及編號 Duration 時間時間時間時間 (hours小時) Fee 費用費用費用費用 Member* / Non-Member 會員 / 非會員 IFPHK SFC MPFA Non- Core

    31 May (Mon)

    5 月 31 日 (一) Time Value of Money 金錢的時間價值 RC01

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    01 & 03 Jun (Tue, Thu)

    6 月 1 及 3 日 (二、四) Investment Planning 投資策劃 RC95

    6.0 HK$660 / HK$1320 6.0 6.0 6.0

    04 Jun (Fri)

    6 月 4 日 (五) Insurance Planning 保險策劃 RC03

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    08, 10 & 15 Jun (Tue, Thu)

    6 月 8、10 及 15 日 (二、四) Tax Planning 稅務策劃 RC97

    9.0 HK$990 / HK$660 9.0 9.0 9.0

    11 Jun (Fri)

    6 月 11 日 (五) Employee Benefits and Retirement Planning 僱員福利及退休策劃 RC04

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    18 Jun (Fri)

    6 月 18 日 (五) Integrated and Comprehensive Financial Planning Cases Analysis 綜合財務策劃個案分析複習 RC02

    3.0 HK$330 / HK$660 3.0 3.0 3.0

    Remark 備註: 1. CFP certification exam candidates in Jun 2010 are eligible for member price. 於 2010 年 6 月份之 CFP 資格認證考試考生可享會員價報讀。 2. Medium of Instruction 教授語言

    Courses are conducted in Cantonese and supplemented with English terminology. Notes will be in English. 課程將以粵語教授並附以英語專用名詞。講義内容為英語。 3. Enrolment ends 7 days before the course date. 截止報名日期定於課程舉行日前之 7 天。

    CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.

    CFPCM, CERTIFIED FINANCIAL PLANNERCM 和 等認證標誌,於美國以外地區由財務策劃標準制定局(FPSB)全權擁有。根據與財務策劃標準制定局(FPSB)簽訂的協議,香港財務策劃師學會是唯一在香港及澳門頒授 CFP 認證標誌的認可機構。 P. 1/7 version: 20100409

  • Time Value of Money 金錢的時間價值金錢的時間價值金錢的時間價值金錢的時間價值 [Course Code 課程編號課程編號課程編號課程編號:RC01] Content 內容內容內容內容 � Overview of basic TVM applications and use of the financial calculator (FC 100V or

    BAII) � Real-life applications

    � Calculating and analyzing education and retirement planning issues with a two-phase approach (Spending and Saving Phases)

    � 金錢時間價值的基本概念及財務計算機的使用(FC 100V or BAII) � 實際應用 � 運用兩個階段的方法,分析及計算教育基金及退休所需金額(消費及儲蓄階段)

    Date 日期日期日期日期 31 May 2010 (Mon) 2010年 5月 31日 (一)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 Joseph Chan, Ph.D (Finance), MBA Joseph Chan started his career as a market analyst for clients in the mortgage lending industry in United

    States for six years. He was then director of a strategic financial consulting company providing financial and

    IT advices to various financial institutions in Hong Kong and China. Joseph also accumulates over five years

    of experience in teaching investment and financial planning programs in various tertiary education providers

    in Hong Kong.

    陳紹光, Ph.D (Finance), MBA 陳博士於美國有六年的投資分析經驗,專注於按揭借貸業務的分析。回港後與夥伴成立金融與資訊科技顧問服務公司,為本港與內地金融機構提供相關的服務,陳博士亦於本港不同大學教授財務策劃及投資課程。

    Continuous Education Recognition 持續進修時數持續進修時數持續進修時數持續進修時數 IFPHK 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會 3.0 CE credits 學分學分學分學分 Medium of Instruction 語言語言語言語言 Cantonese 廣東話

    IA 保監處保監處保監處保監處 0.0 CPD hours 小時小時小時小時 SFC 證監會證監會證監會證監會 3.0 CPT hours 小時小時小時小時

    MPFA 積金局積金局積金局積金局 0.0 Core CPD hours 核心小時核心小時核心小時核心小時

    HKCAAVQ ref香港學術及職業資歷評審局核准課程參考編號:Not applicable/ 不適用 3.0 Non Core CPD hours非核心小時非核心小時非核心小時非核心小時 [RC011H300JO100531]

    P. 2/7 version: 20100409

  • Investment Planning 投資策劃投資策劃投資策劃投資策劃 [Course Code 課程編號課程編號課程編號課程編號:RC95]

    Content 內容內容內容內容 Session 1: Overview of Investment Vehicles (3 hours)

    � Investment vehicles

    � Types and measures of investment returns and risks

    � Analysis and valuation of

    fixed-income investments � Analysis and valuation of equity

    investments 第一節第一節第一節第一節: 投資工具概覽投資工具概覽投資工具概覽投資工具概覽 (3 小時小時小時小時) � 投資工具簡介 � 投資回報及風險 � 定息投資的分析及估值 � 證券投資的分析及估值

    Session 2: Investment Theory and

    Strategies (3 hours)

    � The Capital Asset Pricing Model

    � Futures and option valuation � Portfolio performance measurement

    and evaluation

    � International finance and foreign exchang

    第二節第二節第二節第二節:投資理論及策略投資理論及策略投資理論及策略投資理論及策略 (3 小時小時小時小時) � 資本資產定價模型 � 期貨及期權的估值 � 投資組合表現的衡量和評價 � 國際金融及外匯

    Date 日期日期日期日期 01 Jun 2010 (Tue) 2010年 6月 1日 (二) 03 Jun 2010 (Thu) 2010年 6月 3日 (四)

    Time 時間時間時間時間 6:30 PM - 9:30 PM (3.0 hours 小時)

    Speaker 講者講者講者講者 William Lai, CFP, CFA After obtained his first degree from University of Winnipeg of Canada, William studied and achieved his

    Master Degree in Economics from Carleton University. William accumulated over 14 years of experience in

    Financial Planning Industry, specializing in investment planning and economic analysis. He is also a CFA

    charter holder and CFP Certificant.

    William has acquired over 17 years of experience in teaching finance-related subjects in various universities.

    Currently, William focuses on teaching Module 1 and Module 3 of CFP Certification Education Program at

    different education providers.

    黎貫榮 黎先生擁有超過十四年的投資、財務管理及策劃、證券及經濟分析之工作經驗,為一位獨立及全面的分析師,除積極參與及擔任各大機構之財務培訓顧問工作外,黎先生作為金融界行業之專業人士,於教育培訓人才方面,亦不為餘力,於年前已獲特許財經分析師學會(CFA Institute)頒授特許財經分析師(Chartered Financial Analyst, CFA)及香港財務策劃師學會 (IFPHK)頒授認可財務策劃師(CFP)之專業資格,現職於香港理工大學及其他大專院校之客席講師,教授課程包括「認可財務策劃師 (CFP)」、「保險中介人質素保證計劃 (II