Date: 3 October 2025 (Friday) Time: 14:30 - 16:30The course mainly covers below major topics:Common Offences and Misconduct of MPF Intermediaries (MPF Is)Forging clients’ signatures and making unauthorized transfer of clients’ MPFImpersonating scheme members to obtain their information from MPF trusteesAsking clients to sign on incomplete for..

Date: 14 November 2025 (Friday) Time: 14:30 - 16:30The course mainly covers below major topics:Common Offences and Misconduct of MPF Intermediaries (MPF Is)Forging clients’ signatures and making unauthorized transfer of clients’ MPFImpersonating scheme members to obtain their information from MPF trusteesAsking clients to sign on incomplete f..

Date: 5 December 2025 (Friday) Time: 14:30 - 16:30The course mainly covers below major topics:Common Offences and Misconduct of MPF Intermediaries (MPF Is)Forging clients’ signatures and making unauthorized transfer of clients’ MPFImpersonating scheme members to obtain their information from MPF trusteesAsking clients to sign on incomplete fo..

Course ObjectivesImprove the selection of retirement planning/product and selling skills of retirement planConduct retirement preparation and concepts, how to implement the retirement strategiesMethodology to calculate retirement expenses and inflation rateHow to successful selling and handle objection about retirement planningThe course mainly cov..

Course ObjectivesUnderstand the characteristics and insurance needs in different life stage for individual client so that they can use appropriate sales strategy and techniquesStudents should know different life stage will have different insurance needs, therefore, students can provide professional financial planning service like a consultantThe co..

Course ObjectivesUnderstand and evaluate major portfolio management and risk concepts including the mean-variance optimiser and resampled efficient frontier.Participant will understand the main objective or goal of portfolio management is to invest in a way that helps to maximize returns while minimizing the risks to achieve financial goals.This co..

Course ObjectivesLearn key point to obtaining the proper securities license.Helping practice and various question types and answering skills in the shortest time possible.Helping to master the test skills easily by combines the key points of the test.The course mainly covers below major topics:The Global Financial SystemFinancial System in Hong Kon..

Course ObjectivesLearn key point to obtaining the proper securities license.Helping practice and various question types and answering skills in the shortest time possible.Helping to master the test skills easily by combines the key points of the testThe course mainly covers below major topics:Overview of securities investmentsThe Stock Exchange of ..