Course Name: Professional Certificate in Investment Planning and Asset Management
投資策劃及資產管理專業證書
QF Level: QF 4
QR Registration No.: 18/000880/L4
QR Registration Validity Period: On-going
CEF Course Code: 23K103629
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: Calculate risk and expected returns of different investment vehicles;
ILO-2: Explain different investment theories and apply them in portfolio management and risk diversification;
ILO-3: Identify client’s objectives and determine client’s risk profile;
ILO-4: Assess client’s information and develop appropriate strategies for investment planning.
Syllabus:
- Investment risk and return
- Modern Portfolio theory
- Asset Pricing Models
- Fixed-Income Portfolio Management
- Derivatives and Alternative Investments
- Investment Strategies and Portfolio Management
- Investment Planning
