課程資料
價錢
HKD 4,120
CEF可獲發還款項課程
CEF可獲發還款項課程
課程級別
學習模式
地點
-
課程簡介
Assessment Methods / 評核方式
(A) Assessment Items and Their Weightings: (1) Assignment - 30% (2) Final Examination - 70% (B) Completion Requirements and CEF Reimbursement Requirements: (1) meet the minimum attendance requirement of 70% and (2) pass the module at 50% or above
Entry Requirement / 入學要求
(1) Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years’ relevant full-time work experience; or (2) Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years’ relevant full-time work experience; or (3) Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or (4) Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or (5) Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview. [* Applicants who took HKCEE English Language in 2006 or before should have attained Grade E or above (Syllabus B) / Grade C or above (Syllabus A)] [Entry requirements for mature applicants are: Aged 23 years old or above with at least 2 years of relevant full-time work experience subject to a satisfactory admission interview.]
Instructor's Qualifications / 導師資歷
(1) A relevant recognized degree or professional qualification, preferably with post-graudate qualification. (2) At least 3 years' relevant teaching and/or industry. (3) Good communication and presentation skills in both English and Chinese.
QR Number / 資歷名冊登記號碼
14/002698/L4
QF Level / 資歷架構級別
4
CEF Registration Invalid From / 基金課程登記失效日期
16-AUG-26
(A) Assessment Items and Their Weightings: (1) Assignment - 30% (2) Final Examination - 70% (B) Completion Requirements and CEF Reimbursement Requirements: (1) meet the minimum attendance requirement of 70% and (2) pass the module at 50% or above
Entry Requirement / 入學要求
(1) Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years’ relevant full-time work experience; or (2) Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years’ relevant full-time work experience; or (3) Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or (4) Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or (5) Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview. [* Applicants who took HKCEE English Language in 2006 or before should have attained Grade E or above (Syllabus B) / Grade C or above (Syllabus A)] [Entry requirements for mature applicants are: Aged 23 years old or above with at least 2 years of relevant full-time work experience subject to a satisfactory admission interview.]
Instructor's Qualifications / 導師資歷
(1) A relevant recognized degree or professional qualification, preferably with post-graudate qualification. (2) At least 3 years' relevant teaching and/or industry. (3) Good communication and presentation skills in both English and Chinese.
QR Number / 資歷名冊登記號碼
14/002698/L4
QF Level / 資歷架構級別
4
CEF Registration Invalid From / 基金課程登記失效日期
16-AUG-26
課程內容
(1) Tax planning - 6 hours (2) Retirement planning - 3 hours (3) Financial protection in the event of disability, ill health or death - 4 hours (4) Savings and investments - 3 hours (5) Client analysis - 4 hours (6) Financial planning solutions and recommendations - 6 hours (7) Reviewing clients’ financial position - 4 hours
