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..

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: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)..