(只提供英文版本) The Executive Certificate in Contemporary Financial Planning Programme is offered by the School of Business in collaboration with the International Association of Registered Financial Consultants Hong Kong and Macau Centre Company Limited (IARFC). The objective of the Programme is to equip participants with professional knowledge in two important areas which are essential for competent and effective wealth management, namely Fintech and Trust as well as to equip participants with the necessary skills to enable them to gain the trust of and thereby establish a business relationship with their potential clients.
- 课程已被审批为「提升资产财富管理业人才培训先导计划」其下之「专业培训资助计划」。合资格之申请人按要求完成课程后将可获香港特区政府资助80%学费，上限为$15,000。香港证券及投资学会为资产财富管理业先导计划之执行机构，有关申请要求之细则及手续，请参阅: https://www.wamtalent.org.hk
- 学员完成课程内「Trust (信托)」学科可获: (1) 持牌保险中介人持续专业培训 (CPD) 活动 12 小时 (编号: 80/144/03); 及 (2) 强制性公积金附属中介人持续专业进修非核心 (non-core)活动12小时
- 课程内容函盖「信托 (Trust)」和「金融科技(Fintech)」现今财务策划两大范畴，有效提升从业员专业度
- 由香港恒生大学商学院特委专业导师任教，师资优良
- 授课语言主要为粤语，辅以英文；英文教材 (注：少部份”金融科技”内容以英语辅以普通话授课)
- 学员成功修毕，可获香港恒生大学商学院颁授行政证书
报名详情请参阅:(1）课程简介; (2)上课日期时间表; (3)课程报读申请表。
名额有限，敬请报名从速。课程截止报名日期为2025年9月3日(星期三) 。
======== Messages to the Participants (FIS Applicants) ==========
[Financial Incentive Scheme] Application Deadline: As the Scheme will conclude on 31 March 2026, the Scheme will cease accepting applications in an orderly manner. The Scheme will not accept reimbursement applications for courses completed after 31 December 2025, and All reimbursement applications submitted after 31 January 2026 will not be accepted. Applicants are reminded to follow the submission requirements outlined in “Guide to Applicants” to submit the application and upload all the required supporting documents at the online application portal, as well as submit the printed duly-signed application form along with a copy of the Hong Kong Identity Card to the HKSI Institute’s office within four months from the course completion date or by 31 January 2026 (whichever is earlier). For the avoidance of doubt, all applications for courses completed between 1 October 2025 and 31 December 2025 (both dates inclusive) must be submitted by 31 January 2026. Late or incomplete applications will not be accepted.
[专业培训资助计划] 申请截止北京时间随着计划将于2026年3月31日完成，计划将有序停止接受申请。 计划将不会接受就于2025年12月31日后完成的课程之学费发还申请，并将于2026年1月31日后停止接受所有学费发还申请。 申请人须遵循申请人须知中概述的申请要求，透过线上系统提交网上申请表及上载所需的证明文件，并将已签妥的申请表打印本，连同香港身份证副本，于课程完成日期起计四个月内或于2026年1月31日或之前（以较早者为准）递交至香港证券及投资学会办事处。 为免生疑问，凡于2025年10月1日至2025年12月31日期间（包括首尾两天）完成之课程，其申请必须于2026年1月31日或之前递交。 逾期或不完整的申请将不予受理。
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