Date: 29 April 2025 (Tuesday) Time: 10:00 - 12:00 & 14:30 - 16:30Course 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..

Date: 13 May 2025 (Tuesday) Time: 14:30 - 17:30Course 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 objectio..

Date: 16 May 2025 (Friday) Time: 14:30 - 16:30Course ObjectivesApply their knowledge of health insurance definitions and explain the elements of health insuranceUnderstand the difference between High End Medical and Voluntary Health Insurance Scheme.Examine a case study of one medical claim with, along with Medical Claims procedures and considerat..

Date: 21 May 2025 (Wednesday) Time: 14:30 - 17:30Course ObjectivesTo deliver the concepts and knowledge of fixed income along with briefly explain how bond yield rate and interest rate affect the economyRisk from fixed income transactions is studied along with an overview of yield curve transactions.Lesson to learn from 2008 financial crisisThis c..

Date: 23 May 2025 (Friday) Time: 10:00 - 12:00 & 14:30 - 16:30Course 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 m..

Date: 29 May 2025 (Thursday) Time: 14:30 - 16:30The course mainly covers below major topics:積金易平台簡介積金易助理介面成員平台功能概覽僱主平台功能概覽..

Date: 30 May 2025 (Friday) Time: 10:00 - 12:00 & 14:30 - 16:30Course 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 m..

Course Objectives了解香港住宅需求與社會發展的關係了解香港住宅近年市況釐清香港的置業夢想與謎思留意置業/投資香港住宅注意事項了解香港住宅投資回報The course mainly covers below major topics:置業難?為何想置業?樓價太高置業夢何時開始?持有物業優勢持有物業注意事項置業成本香港住宅樓市潛力香港住宅樓市風險理財部署選擇物業策略賣樓注意事項..

The course mainly covers below major topics:History of Stock TradingWhat is Equity and Equity MarketDifferent Types of StocksFinancial StatementEarning ManagementEconomics ModelValuation Example..

Course ObjectivesThis course will introduce different types of derivatives investment in the market such as forward, futures and optionsThe mechanism will be taught in class for different type of derivatives productsSimple valuation will also be taught in class and examples will be shownThe course mainly covers below major topics:What is Derivative..

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..

The course mainly covers below major topics:定聯系統定聯系統的執行操作養成關係式聊天聊天技巧8大注意主動建立生活化 話題庫..

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 ..

The course mainly covers below major topics:強制性公積金(簡稱強積金)制度簡介規管架構強積金制度的主要特點 (包括附錄 III、IV、V、VI、IX)強積金受託人強積金計劃及投資 (包括附錄 VII)職業退休計劃與強積金制度的銜接安排 (包括附錄 IX)強積金中介人 (包括強積金中介人操守守則)..