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“How to be a professional Financial Planner ?” 4-day training workshop (3rd Intake)
2007-09-22 01:00:38     Sources : back
“How to be a professional Financial Planner ?” 4-day training workshop (3rd Intake)       
 
 
In order to enhance the profession and quality of practitioners in financial services industry, the SIRFP regularly organizes seminars and training workshops for members and public to participate. A 4-day training workshop, "How to be a professional financial planner? " (3rd Intake) is scheduled to commence by the end of June 2006. Experienced and well-known speakers will be invited to be instructors to train those who would like to become elites and professional financial planners to provide top financial services.
For enquiry and enrolment, please call HK Secretariat Office.
 
「如何成为一位杰出理财策划师」培训班 (第三屆)
 
「如何成为一位杰出理财策划师」培训班为四天培训课程,为从业员提供基础实务之培训,以提升从业员之专业质素及增进国际标准之理财概念,最终让学员达致杰出理财策划师之水平。
培训班邀请香港及国际资深金融理财专家任教,来自基金、银行、保险及资产管理等多个金融专业,他们均拥有资深专业理财投资经验,获多项国际级专业资格认证。他们部份亦获邀担任「2006深圳十大理财之星」评审委员,以专业协助选出最能代表深圳的优秀理财精英。
本课程之最大特点是让学员掌握理财策划师应具备之专业及如何为客户设计最适合之理财方案,课程亦向学员教授国际市场之投资信息及风险管理,为从业员作好最好之入行及在职训练。为让学员能有实务性的操作,课程会安排小组讨论及角色扮演之环节,让学员有互动性的参与。
 
Duration                       : 24 hours (4 days/ Two Saturdays and Sundays)
 
Teaching mode             :  Taught by experienced speakers with group discussion and role –play
                                      (课堂教授及小组讨论)
 
Commencement Date   :  End of June
 
 
Teaching Modules 教授内容 :
 
※ Rapport building ﹙建立客户信任技巧﹚
※ Financial goals and objectives ﹙如何掌握客户财务目标﹚
※ Financial analysis ﹙分析客户财务状况﹚
※ Design financial solution/plan ﹙制订理财方案﹚
※ Preparation of client’s meeting ;﹙面见客户的准备﹚
※ Financial solution/plan presentation ,﹙理财方案推介﹚
※ Business generation skill   ﹙如何成功销售理财产品﹚
※ Markets analysis ﹙金融市场分析﹚
※ Investment products’ knowledge ﹙认识投资产品﹚
※ Risk assessment ﹙风险评估﹚
※ Role play ﹙角色扮演-客人与从业员﹚
 
Fee                               :  HK$ 8,800 /person (Including speakers’ fee, Study notes, Certificate)
 
Venue                           : Joint Professional Centre, Central
 
Enquiry Hotline              : (852) 28360231