基于InstituteofFinancialPlannersofHongKong.doc

Institute of Financial Planners of Hong Kong 香港財務策劃師學會 Unite 2601, 26/F, Bank of East Asia Harbour View Centre 56 Gloucester Road, Wanchai, Hong Kong 香港灣仔告士打道56號東亞銀行港灣中心2601室 Tel 電話: 2982 7888 Fax 傳真: 2982 7777 Website 網址: Continuing Education Programs 持續進修課程 Are you looking to continually upgrade yourself with the latest topical issues in financial planning? IFPHK’s continuing education programs are designed to answer the needs of today’s financial planners. They address industry issues you face every day, propose solutions to overcome challenges and provide proven and practical solutions that you can implement immediately. This comprehensive program includes lectures, integrated and comprehensive case studies and experience sharing. Come and join us to learn from the financial experts and industry celebrities and gain new insights for achieving success in the financial planning industry. 你是否希望與時並進、探討財務策劃領域中的熱門課題？ 香港財務策劃師學會持續進修課程正正為滿足現今財務策劃的需而設。課程探討在日常執業過程中所面對的問題就如何解決問題方案。 What you will gain Learn and practise different steps of the internationally-recognized financial planning process Update your knowledge with the latest technical and practice knowledge in financial planning Gain valuable tips in practice management that you can apply immediately 本課程助您： 學習及演練國際標準財務策劃流程的不同步驟 獲得財務策劃行業的最新技巧及執業知識 獲得的寶貴建議讓您可立即應用於工作中 Program Date 課程日期 Program Title and Code 課程名稱及編號 Duration 時間 (hours小時) Fee 費用 Member / Non-Member 會員 / 非會員 IFPHK SFC IA MPFA Core MPFA Non- Core February 2011 10 Feb (Thu) 2月10日 (四) Practices in Investment Planning 投資實務 M104 2.0 HK$260 / HK$520 2.0 2.0 2.0 0.0 2.0 16 17 Feb (Wed, Thu) 2月16及17日(三, 四) Negotiation Skill for Financial Planning Professionals 專業財務策劃從業員的談判技能 RZ40 6.0 HK$780 / HK$1,560 6.0 6.0 0.0 0.0 6.0 18 Feb (Fri) 2月18日 (五) Executive Workshop: Benefits from Investment Policy Statement - Managing Individual Investor Portfolio 行政人員課程: 制定投資政策聲明的優勢-管理個人投資組合 ZZ33 6.0 (9:30am- 5:30pm) HK$1,200/ HK$2,000 6.0 6.0 0.0 0.0