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Professional Certificate in Financial Planning Practice

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Course Name:           Professional Certificate in Financial Planning Practice

              財務策劃實踐專業證書

              QF Level: QF 4

                                    QR Registration No.: 18/000882/L4

                                    QR Registration Validity Period: On-going

CEF Course Code:     23K103653

Study Mode:               Part-time

Duration:                     4 months

Course Fee:                HK$4,500

Start Date:                  To be advised

Delivery Language:    Cantonese

Course Material:         English or Traditional Chinese

Learning Outcomes:  

On completion of the course, students are expected to be able to:

ILO-1:    Identify client’s financial goals and collect relevant information;

ILO-2:    Evaluate client’s financial situation and determine client’s financial planning need

ILO-3:    Develop, construct and implement the financial plans;

ILO-4:    Explain the financial plan monitoring process.

Syllabus:         

  • Financial Planning Guidelines
  • Collecting Information
  • Assess Client’s Financial Status
  • Client’s Financial Planning Needs
  • Financial Planning Recommendations
  • Financial Plan Implementation and Monitoring

Enquiries:     Tel. (852) 3400 2773

                      e-mail: ife.cdt@polyu.edu.hk

 

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