Course Information
Price
HKD 12,800
CEF Reimbursable
CEF Reimbursable
Course Level
Study Mode
Location
-
Course Overview
Assessment Methods / 評核方式
(A) Assessment Iterms and Their Weighting: (1) Economics - Assignment/ Quiz 100% (2) Finance and Investment - Assignment/quiz 100% (3) Law and Tax - Assignment/quiz 100% (4) Practical Aspects of Financial Consulting and Case Studies - Written assignment (to be written in either Chinese or English): 100% (B) Completion Requirements and CEF Reimbursement Requirements: (1) Overall passing mark of 50% for each module taken and (2) 100% attendance of all modules.
Entry Requirement / 入學要求
Applicants should meet one of the following requirements: 1) With minimum 8 years of fulltime working experience in life insurance, financial planning or related fields; or 2) With minimum 5 years of fulltime working experience in life insurance, financial planning or related fields and holding a recognized sub-degree qualification academic qualification; or 3) With minimum 3 years of fulltime working experience in life insurance, financial planning or related fields and holding: (i) a recognized university degree; or (ii) at least one of the following industry qualifications / designations: CWM, AMTC, EMD, IFPC, LUTCF, FLMI, CMFA, CIAM, CLU, CFP, CHFC, HKRFP or equivalent; or 4) Holding a professional practice qualification in Law, Accounting, Actuarial Science, Financial Analysis or other equivalent qualifications.
Instructor's Qualifications / 導師資歷
1. The Programme will be taught by full-time faculty members and/or part-time experienced professionals of LIFE and IARFC. 2. All teaching staff are required to possess Master’s degree in relevant discipline and/or related professional qualifications. 3. Teaching experience in financial planning is highly preferred.
QR Number / 資歷名冊登記號碼
18/000546/L3
QF Level / 資歷架構級別
3
CEF Registration Invalid From / 基金課程登記失效日期
21-AUG-27
(A) Assessment Iterms and Their Weighting: (1) Economics - Assignment/ Quiz 100% (2) Finance and Investment - Assignment/quiz 100% (3) Law and Tax - Assignment/quiz 100% (4) Practical Aspects of Financial Consulting and Case Studies - Written assignment (to be written in either Chinese or English): 100% (B) Completion Requirements and CEF Reimbursement Requirements: (1) Overall passing mark of 50% for each module taken and (2) 100% attendance of all modules.
Entry Requirement / 入學要求
Applicants should meet one of the following requirements: 1) With minimum 8 years of fulltime working experience in life insurance, financial planning or related fields; or 2) With minimum 5 years of fulltime working experience in life insurance, financial planning or related fields and holding a recognized sub-degree qualification academic qualification; or 3) With minimum 3 years of fulltime working experience in life insurance, financial planning or related fields and holding: (i) a recognized university degree; or (ii) at least one of the following industry qualifications / designations: CWM, AMTC, EMD, IFPC, LUTCF, FLMI, CMFA, CIAM, CLU, CFP, CHFC, HKRFP or equivalent; or 4) Holding a professional practice qualification in Law, Accounting, Actuarial Science, Financial Analysis or other equivalent qualifications.
Instructor's Qualifications / 導師資歷
1. The Programme will be taught by full-time faculty members and/or part-time experienced professionals of LIFE and IARFC. 2. All teaching staff are required to possess Master’s degree in relevant discipline and/or related professional qualifications. 3. Teaching experience in financial planning is highly preferred.
QR Number / 資歷名冊登記號碼
18/000546/L3
QF Level / 資歷架構級別
3
CEF Registration Invalid From / 基金課程登記失效日期
21-AUG-27
What You’ll Learn
1.ECONOMICS (8 HOURS), 2.FINANCE AND INVESTMENT (8 HOURS), 3.LAW AND TAX (8 HOURS), 4.PRACTICAL ASPECTS OF FINANCIAL CONSULTING AND CASE STUDIES (6 HOURS).
