课程详情
课程编号
33C118009
范畴
A03 - 商业及管理
课程名称 (英文)
CERTIFICATE IN FINANCIAL CONSULTING (EXECUTIVE PROGRAMME)
课程名称 (中文)
资深财务策划顾问证书
院校名称 (英文)
LINGNAN INSTITUTE OF FURTHER EDUCATION (LIFE)
院校名称 (中文)
岭南大学持续进修学院
院校编号
104
院校电话
费用 (HK$)
$12800
资历名册登记号码
18/000546/L3
持续进修基金合资格网上课程
否
资历架构级别
3
课程程度
证书
备注
Notes / 附注:
*A) APPLICANT PURSUING THIS COURSE WITH COURSE COMMENCEMENT DATE FALLING AFTER 20 AUGUST 2027 IS NOT ELIGIBLE TO CLAIM REIMBURSEMENT FROM CEF. /申请人报读于二零二七年八月二十日后开课的课程并不能申领基金发还款项。
B) CO-ORGANIZED WITH INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS (IARFC)
B) CO-ORGANIZED WITH INTERNATIONAL ASSOCIATION OF REGISTERED FINANCIAL CONSULTANTS (IARFC)
Entry Requirements / 入学要求:
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.
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 / 课程大纲:
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 / 导师资历:
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.
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 / 课程评核要求:
(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.
(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 / 授课模式:
30 hours; PT
Course Duration / 课时:
3 MONTHS
Effective Date / 课程生效日期:
21/08/2019
CEF Registration Invalid From / 基金课程登记失效日期:
21/08/2027