|課程名稱 (英文)||PROFESSIONAL COURSE IN PRACTICAL MUTUAL FUNDS INVESTING|
|院校名稱 (英文)||FQ COACHING LIMITED (FQCOACHING)|
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Notes / 附註:
*APPLICANT PURSUING THIS COURSE WITH COURSE COMMENCEMENT DATE FALLING AFTER 31 MARCH 2023 IS NOT ELIGIBLE TO CLAIM REIMBURSEMENT FROM CEF. / 申請人報讀於二零二三年三月三十一日後開課的課程並不能申領基金發還款項。
Entry Requirements / 入學要求:
~(a)Aged over 18; AND ~(b)Possess basic computer and Internet knowledge; AND ~(c )Possess at least 1 year investment or working experience; AND If applicants do not meet the criteria in (b) and/or (c), the CD will interview them to ensure that they are capable to attain the expected learning outcome. Interview questions provided are relevant.
Course Outline / 課程大綱:
~Mutual Funds vs. Direct Investments (3 hrs) ~Understanding the Economic Cycle (3 hrs) ~Types of mutual funds ( 3 hrs) ~Understanding your own risk tolerance (3 hrs) ~Using Morningstar (3 hrs) ~Assessing appropriateness of funds using Morningstar & Fund Fact Sheets (6 hrs) ~Constructing, monitoring, and modifying your own mutual fund portfolio (6 hrs) ~Comparing different product providers: banks, IFAs, insurance companies, etc.
Instructors' Qualifications / 導師資歷:
Course Director: ' professional qualifications such as CPA, CFA, CFP, HKSI, FRM etc. ; OR At least a Bachelor degree (finance, business, economics). A Master degree is preferred, b QA Director: (A) professional qualifications such as CPA,CFA(R), HKSI, etc. or (B) At least a Bachelor degree (finance, business, economics). A Master's degree is preferred, but not required. or (C)For those who have a degree in non-finance, business, or economics areas, (1) at least a certificate in investment/finance/financial planning from a recognized institution is required (2)3 years of personal finance/investment related consulting experience with government /non-for-profit organizations. or (D) At least 3 years of relevant experience in investment banks,banks,brokerage firms,financial advisory firms, etc. and (E) F/T or P/T teaching experience is preferred, but not required.
Refund Arrangement / 退款安排:
CEF STANDARD REFUND POLICY APPLIED
Assessment / 課程評核要求:
CONTINUOUS ASSESSMENT (70%)
[For claiming CEF, claimant should pass the attendance requirements and course assessments of the course(s) as approved by the Labour and Welfare Bureau, with the attendance rate and overall mark of course assessments not less than 70% and 50% respectively or such higher requirements as prescribed for the course (whichever is higher).]
Delivery Mode / 授課模式:
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Effective Date / 課程生效日期:
Valid CEF Until / CEF課程有效期: