Notes / 附註:
*A) APPLICANT PURSUING THIS COURSE WITH COURSE COMMENCEMENT DATE FALLING AFTER 20 AUGUST 2027 IS NOT ELIGIBLE TO CLAIM REIMBURSEMENT FROM CEF. /申請人報讀於二零二七年八月二十日後開課的課程並不能申領基金發還款項。

B) CO-ORGANIZED WITH INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS (IARFC)


Entry Requirements / 入學要求:
Applicants should meet one of the following requirements:
1) With minimum 8 years of fulltime working experience in life insurance, financial planning or related fields; or
2) With minimum 5 years of fulltime working experience in life insurance, financial planning or related fields and holding a recognized sub-degree qualification academic qualification; or
3) With minimum 3 years of fulltime working experience in life insurance, financial planning or related fields and holding:
(i) a recognized university degree; or
(ii) at least one of the following industry qualifications / designations: CWM, AMTC, EMD, IFPC, LUTCF, FLMI, CMFA, CIAM, CLU, CFP, CHFC, HKRFP or equivalent; or
4) Holding a professional practice qualification in Law, Accounting, Actuarial Science, Financial Analysis or other equivalent qualifications.

Course Outline / 課程大綱:
1.ECONOMICS (8 HOURS), 2.FINANCE AND INVESTMENT (8 HOURS), 3.LAW AND TAX (8 HOURS), 4.PRACTICAL ASPECTS OF FINANCIAL CONSULTING AND CASE STUDIES (6 HOURS).

Instructors' Qualifications / 導師資歷:
1. The Programme will be taught by full-time faculty members and/or part-time experienced professionals of LIFE and IARFC.
2. All teaching staff are required to possess Master’s degree in relevant discipline and/or related professional qualifications.
3. Teaching experience in financial planning is highly preferred.

Assessment / 課程評核要求:
(A) Assessment Iterms and Their Weighting:
(1) Economics - Assignment/ Quiz 100%
(2) Finance and Investment - Assignment/quiz 100%
(3) Law and Tax - Assignment/quiz 100%
(4) Practical Aspects of Financial Consulting and Case Studies - Written assignment (to be written in either Chinese or English): 100%

(B) Completion Requirements and CEF Reimbursement Requirements:
(1) Overall passing mark of 50% for each module taken and
(2) 100% attendance of all modules.

Delivery Mode / 授課模式:
30 hours; PT

Course Duration / 課時:
3 MONTHS

Effective Date / 課程生效日期:
21/08/2019

CEF Registration Invalid From / 基金課程登記失效日期:
21/08/2027