{"id":21217,"date":"2025-09-30T18:07:37","date_gmt":"2025-09-30T10:07:37","guid":{"rendered":"https:\/\/sbus.hsu.edu.hk\/news\/executive-certificate-in-contemporary-financial-planning-programme-october-2025\/"},"modified":"2026-02-02T12:16:19","modified_gmt":"2026-02-02T04:16:19","slug":"executive-certificate-in-contemporary-financial-planning-programme-october-2025","status":"publish","type":"post","link":"https:\/\/sbus.hsu.edu.hk\/zh-hans\/news\/school-of-business-news\/executive-certificate-in-contemporary-financial-planning-programme-october-2025\/","title":{"rendered":"Executive Certificate in Contemporary Financial Planning Programme, October 2025"},"content":{"rendered":"\n<p>\uff08\u53ea\u63d0\u4f9b\u82f1\u6587\u7248\u672c\uff09 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.<\/p>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"278\" height=\"55\" src=\"https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/07\/image-2.jpg\" alt=\"\" class=\"wp-image-5893\"\/><\/figure>\n\n<ul class=\"wp-block-list\">\n<li>\u8bfe\u7a0b\u5df2\u88ab\u5ba1\u6279\u4e3a\u300c\u63d0\u5347\u8d44\u4ea7\u8d22\u5bcc\u7ba1\u7406\u4e1a\u4eba\u624d\u57f9\u8bad\u5148\u5bfc\u8ba1\u5212\u300d\u5176\u4e0b\u4e4b\u300c\u4e13\u4e1a\u57f9\u8bad\u8d44\u52a9\u8ba1\u5212\u300d\u3002\u5408\u8d44\u683c\u4e4b\u7533\u8bf7\u4eba\u6309\u8981\u6c42\u5b8c\u6210\u8bfe\u7a0b\u540e\u5c06\u53ef\u83b7\u9999\u6e2f\u7279\u533a\u653f\u5e9c\u8d44\u52a980%\u5b66\u8d39\uff0c\u4e0a\u9650\u4e3a$15,000\u3002\u9999\u6e2f\u8bc1\u5238\u53ca\u6295\u8d44\u5b66\u4f1a\u4e3a\u8d44\u4ea7\u8d22\u5bcc\u7ba1\u7406\u4e1a\u5148\u5bfc\u8ba1\u5212\u4e4b\u6267\u884c\u673a\u6784\uff0c\u6709\u5173\u7533\u8bf7\u8981\u6c42\u4e4b\u7ec6\u5219\u53ca\u624b\u7eed\uff0c\u8bf7\u53c2\u9605\uff1a https:\/\/www.wamtalent.org.hk<\/li>\n\n\n\n<li>\u5b66\u5458\u5b8c\u6210\u8bfe\u7a0b\u5185\u300cTrust (\u4fe1\u6258)\u300d\u5b66\u79d1\u53ef\u83b7: (1)\u00a0\u6301\u724c\u4fdd\u9669\u4e2d\u4ecb\u4eba\u6301\u7eed\u4e13\u4e1a\u57f9\u8bad (CPD)\u00a0\u6d3b\u52a8 12 \u5c0f\u65f6\u00a0(\u7f16\u53f7: 80\/144\/03); \u53ca (2)\u00a0\u5f3a\u5236\u6027\u516c\u79ef\u91d1\u9644\u5c5e\u4e2d\u4ecb\u4eba\u6301\u7eed\u4e13\u4e1a\u8fdb\u4fee\u975e\u6838\u5fc3\u00a0(non-core)\u6d3b\u52a812\u5c0f\u65f6<\/li>\n\n\n\n<li>\u8bfe\u7a0b\u5185\u5bb9\u51fd\u76d6\u300c\u4fe1\u6258 (Trust)\u300d\u548c\u300c\u91d1\u878d\u79d1\u6280(Fintech)\u300d\u73b0\u4eca\u8d22\u52a1\u7b56\u5212\u4e24\u5927\u8303\u7574\uff0c\u6709\u6548\u63d0\u5347\u4ece\u4e1a\u5458\u4e13\u4e1a\u5ea6<\/li>\n\n\n\n<li>\u7531\u9999\u6e2f\u6052\u751f\u5927\u5b66\u5546\u5b66\u9662\u7279\u59d4\u4e13\u4e1a\u5bfc\u5e08\u4efb\u6559\uff0c\u5e08\u8d44\u4f18\u826f<\/li>\n\n\n\n<li>\u6388\u8bfe\u8bed\u8a00\u4e3b\u8981\u4e3a\u7ca4\u8bed\uff0c\u8f85\u4ee5\u82f1\u6587\uff1b\u82f1\u6587\u6559\u6750 (\u6ce8\uff1a\u5c11\u90e8\u4efd\u201d\u91d1\u878d\u79d1\u6280\u201d\u5185\u5bb9\u4ee5\u82f1\u8bed\u8f85\u4ee5\u666e\u901a\u8bdd\u6388\u8bfe)<\/li>\n\n\n\n<li>\u5b66\u5458\u6210\u529f\u4fee\u6bd5\uff0c\u53ef\u83b7\u9999\u6e2f\u6052\u751f\u5927\u5b66\u5546\u5b66\u9662\u9881\u6388\u884c\u653f\u8bc1\u4e66<\/li>\n<\/ul>\n\n<h4 class=\"wp-block-heading\"><h4 class=\"wp-block-heading\"><strong>\u62a5\u540d\u8be6\u60c5\u8bf7\u53c2\u9605<\/strong>:(1\uff09<a href=\"https:\/\/sbus.hsu.edu.hk\/zh-hant\/?p=10238#x7576;&amp;\" target=\"_blank\" rel=\"noreferrer noopener\">\u8bfe\u7a0b\u7c21\u4ecb<\/a>;(2)<a href=\"https:\/\/sbus.hsu.edu.hk\/zh-hant\/?p=10238#x4E0A;&amp;\" target=\"_blank\" rel=\"noreferrer noopener\">\u4e0a\u8ab2\u65e5\u671f\u65f6\u95f4<\/a><a href=\"https:\/\/sbus.hsu.edu.hk\/zh-hant\/?p=10238#x4E0A;&amp;\" target=\"_blank\" rel=\"noreferrer noopener\">\u8868<\/a>;(3)<a href=\"https:\/\/sbus.hsu.edu.hk\/zh-hant\/?p=10238#x7576;&amp;\" target=\"_blank\" rel=\"noreferrer noopener\">\u8ab2\u7a0b\u5831\u8b80\u7533\u8acb\u8868<\/a>\u3002<\/h4><\/h4>\n\n<p>\u540d\u984d\u6709\u9650\uff0c\u656c\u8acb\u5831\u540d\u5f9e\u901f\u3002\u8ab2\u7a0b\u622a\u6b62\u5831\u540d\u65e5\u671f\u70ba<strong>2025\u5e749\u670830\u65e5\uff08\u661f\u671f\u4e8c\uff09<\/strong>\u00a0\u3002<\/p>\n\n<p><\/p>\n\n<p><em>========\u00a0<u>Messages to the Participants (FIS Applicants)<\/u>\u00a0 ==========<\/em><\/p>\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>[Financial Incentive Scheme] Application Deadline: As the Scheme will conclude on 31 March 2026, the Scheme will cease accepting applications in an orderly manner.\u00a0 The Scheme will not accept reimbursement applications for\u00a0<strong><u>courses completed after 31 December 2025<\/u><\/strong>,\u00a0and\u00a0<strong><u>All reimbursement applications submitted after 31 January 2026 will not be accepted<\/u><\/strong>. Applicants are reminded to follow the submission requirements outlined in \u201c<a href=\"https:\/\/www.wamtalent.org.hk\/eng\/financial_incentives_scheme_for_professional_training\/guide_to_applicants.html\" target=\"_blank\" rel=\"noreferrer noopener\">Guide to Applicants<\/a>\u201d to submit the application and upload all the required supporting documents at the\u00a0<a href=\"https:\/\/edm2.hksiinstitute.org\/mautic\/r\/597e257c4946e73be55bd2e79?ct=YTo1OntzOjY6InNvdXJjZSI7YToyOntpOjA7czo1OiJlbWFpbCI7aToxO2k6MTc0Mzt9czo1OiJlbWFpbCI7aToxNzQzO3M6NDoic3RhdCI7czoyMjoiNjVjMzMzYWRkMTA3ZTk3MjY1NzM3NCI7czo0OiJsZWFkIjtzOjU6IjI0MDI2IjtzOjc6ImNoYW5uZWwiO2E6MTp7czo1OiJlbWFpbCI7aToxNzQzO319&amp;\" target=\"_blank\" rel=\"noreferrer noopener\">online application portal<\/a>, as well as submit the printed duly-signed application form along with a copy of the Hong Kong Identity Card to the\u00a0HKSI\u00a0Institute\u2019s office\u00a0within four months from the course completion date or by 31 January 2026 (whichever is earlier). For the avoidance of doubt,\u00a0<strong>all applications for courses completed between 1 October 2025 and 31 December 2025 (both dates inclusive) must be submitted by 31 January 2026<\/strong>. Late or\u00a0incomplete applications\u00a0will not be accepted.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n<p><em>======= End of message ==========<\/em><\/p>\n\n<figure class=\"wp-block-image size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"724\" height=\"1024\" src=\"https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2-724x1024.jpg\" alt=\"\" class=\"wp-image-14080\" srcset=\"https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2-724x1024.jpg 724w, https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2-212x300.jpg 212w, https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2-768x1086.jpg 768w, https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2-1086x1536.jpg 1086w, https:\/\/sbus.hsu.edu.hk\/wp-content\/uploads\/2025\/09\/EE_IARFC_PAge2.jpg 1358w\" sizes=\"(max-width: 724px) 100vw, 724px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>\uff08\u53ea\u63d0\u4f9b\u82f1\u6587\u7248\u672c\uff09 The Executive Certificate in Contemporary Fin [&hellip;]<\/p>\n","protected":false},"author":32,"featured_media":12447,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[197,279],"tags":[],"news-year":[],"class_list":["post-21217","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-school-of-business-news"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - 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