- Quick Note:
- Please refer to the course provider's website for the course details.
Course Information
- 27 Oct 2026 (Tue) 2:30 PM - 5:30 PM
Course Overview
1) What kind of Financial Risks & Challenges? How to tackle them?
2) AI influence our Personal Financial Planning: What is AI? In Hong Kong, how AI use as a tool to apply in Insurance, Investment and Wealth Management/Legacy sectors?
3) Traditional Risks Solutions vs. AI integrated Risks Solutions
4) What kind of Challenges we may face using AI for Personal Financial Planning? How to use AI in Personal Financial Planning effectively?
What You’ll Learn
授課語言
除一些指定以英語授課的課程外,所有課程均以廣東話授課,部份輔以英文專業用語
持續專業進修(CPD)/持續培訓(CPT)時數
IA CPD Hours: 3
MPFA Non-core CPD Hours: 3
SFC CPT Hours: 3
HKMA ECF CPD Hours 3