Certificate in Wealth Planning

 

Certificate in Wealth Planning is recognized under the QF
and is available under the Qualifications Register webpage
QF Level: 3
QR Registration No.: 19/000640/L3
QR Registration Validity Period: 01/06/2019 - 31/08/2021
CEF Course code: 33C110458

Key area of study

 

BUSINESS AND MANAGEMENT

Delivery Mode

 

30 hours

Course Duration

2-3 months

Course Outline

 

1) 財富策劃程序
2) 風險管理策劃
3) 投資策劃 
4) 退休策劃 
5) 傳承策劃

Assessment

 

A) ASSESSMENT ITEMS AND THEIR WEIGHTINGS 1) 個案研習(50%); 2) 期末筆試(50%) 
B) COMPLETION REQUIREMENTS 1) 總出席率須達課程70%或以上;及 2) 須於課程的各項評核考獲及格分數(60%或以上) 
C) CEF REIMBURSEMENT REQUIREMENTS 1) SAME AS COMPLETION REQUIREMENTS

Entry Requirements

 

1) 完成中五(舊學制)或完成中六(新學制)或同等學歷程度及通過入學試;或 
2) 完成中五(舊學制)或完成中六(新學制)或同等學歷程度及一年金融服務業工作經驗;或 
3) 年滿 21 歲及具三年或以上工作經驗及通過入學試

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