Executive Certificate
in
Contemporary Financial Planning Programme, September 2024
当代财务策划行政证书课程 2024年9月班
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
- 学员成功修毕，可获香港恒生大学商学院及IARFC颁授行政证书
报名详情请参阅：课程简介及上课日期时间表。
名额有限，敬请报名从速。
报名敬请扫描以下二维码或登入 https://forms.office.com/r/cjSHEqw1QM
如欲索取PDF版报读申请表及附件，敬请联络IARFC或恒大商学院。
课程截止报名日期为2024年9月19日(星期四) 。
