Institute of Financial Planners of Hong Kong 香港財務策劃師學會 香港財務策劃師學會 香港財務策劃師學會 香港財務策劃師學會 Unit 2601, Bank of East Asia Harbour View Centre 56 Gloucester Road, Wanchai, Hong Kong 56 2601 Tel : 2982 7888 Fax : 2982 7777 Website : www.ifphk.org Continuing Education Activities Are you looking to continually upgrade yourself with the latest topical issues in financial planning? IFPHK’s continuing education activities 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. 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 Course Date Course Title and code Duration (hours ) Fee Member / Non-Member / IFPHK SFC IA MPFA Core MPFA Non- Core 19 Nov (Thu) 11 19 ( ) Investment Opportunities in Renewable Energy Market ZZ24 1.0 (12:45pm–1:45pm) HK$150 / HK$300 1.0 1.0 0.0 0.0 1.0 19 Nov (Thu) 11 19 ( ) Updates on Compliance Issues M101 3.0 HK$390 / HK$780 3.0 3.0 3.0 3.0 0.0 23 Nov (Mon) 11 23 ( ) Succession Planning of SME Business RZ36 2.5 HK$325 / HK$650 2.5 2.5 0.0 0.0 2.5 30 Nov (Mon) 11 30 ( ) Practices in Retirement Planning I ( ) M106 2.0 HK$260 / HK$520 2.0 2.0 2.0 2.0 0.0 03 Dec (Thu) 12 3 ( ) Analysing & Evaluating Client’s Financial Status M207 2.0 (2:30pm – 4:30pm) HK$260 / HK$520 2.0 2.0 2.0 0.0 2.0 04 Dec (Fri) 12 4 ( ) Effective Coaching Skills for Communication M218 3.0 HK$540 / HK$1080 3.0 3.0 3.0 0.0 3.0 07 Dec (Mon) 12 7 ( ) Post-Conference Master Class: Risk Management and Corporate Value Creation : CZ02 VENUE: HKGCC 2.5 (7:00pm – 9:30pm) HK$320 / HK$640 2.5 2.5 0.0 0.0 2.5 07 & 14 Dec (Mon) 12 7 14 ( ) Asset Management and Portfolio Analysis RE98 6.0 HK$780 / HK$1560 6.0 6.0 0.0 0.0 6.0 08 & 15 Dec (Tue) 12 8 15 ( ) Asset Allocation Concepts M309 5.0 HK$650 / HK$1300 5.0 5.0 5.0 0.0 5.0 16 Dec (Wed) 12 16 ( ) MPF Updates M112 2.0 HK$260 / HK$520 2.0 2.0 2.0 2.0 0.0 18 Dec (Fri) 12 18 ( ) Offshore Trusts and Its Application RZ37 2.0 HK$260 / HK$520 2.0 2.0 0.0 0.0 2.0 21 Dec (Mon) 12 21 ( ) Practices in Retirement Planning II ( ) M107 2.0 HK$260 / HK$520 2.0 2.0 2.0 1.0 1.0 Unless otherwise specified, all classes start at 6:30 pm. Enrolment ends 7 days before the course date. 6:30 7 CFP CM , CERTIFIED FINANCIAL PLANNER CM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB. CFP CM , CERTIFIED FINANCIAL PLANNER CM P. 1/13 version: 2009116
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Institute of Financial Planners of Hong Kong 香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會香港財務策劃師學會
Unit 2601, 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: www.ifphk.org
Continuing Education Activities 持續教育進修課程持續教育進修課程持續教育進修課程持續教育進修課程 Are you looking to continually upgrade yourself with the latest topical issues in financial planning?
IFPHK’s continuing education activities 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專業的需求而設。課程將探討在日常執業過程中所面對的問題,就如何解決問題提供最佳的方案及成功的實務例子,讓你可即時實踐應用。 本課程由多位財務策劃專家及業界精英主講,包括理論教授,綜合個案分析及經驗分享。令您更深入了解財務策劃成功之路。
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 本課程助您本課程助您本課程助您本課程助您:::: � 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
Course Date 課程日期課程日期課程日期課程日期 Course Title and code 課程名稱及編號課程名稱及編號課程名稱及編號課程名稱及編號
Duration 時間時間時間時間 (hours 小時)
Fee 費用費用費用費用 Member / Non-Member 會員 / 非會員 IFPHK SFC IA MPFA
Core
MPFA Non- Core
19 Nov (Thu)
11 月 19 日 (四)
Investment Opportunities in
Renewable Energy Market 再生能源的發展前景及投資價值 ZZ24
1.0
(12:45pm–1:45pm)
HK$150 /
HK$300 1.0 1.0 0.0 0.0 1.0
19 Nov (Thu)
11 月 19 日 (四)
Updates on Compliance Issues 監管架構之最新發展 M101
3.0 HK$390 /
HK$780 3.0 3.0 3.0 3.0 0.0
23 Nov (Mon)
11 月 23 日 (一)
Succession Planning of SME
Business 中小企繼任規劃 RZ36
2.5 HK$325 /
HK$650 2.5 2.5 0.0 0.0 2.5
30 Nov (Mon)
11 月 30 日 (一)
Practices in Retirement Planning I 退休策劃實務 (一) M106
2.0 HK$260 /
HK$520 2.0 2.0 2.0 2.0 0.0
03 Dec (Thu)
12 月 3 日 (四)
Analysing & Evaluating Client’s
Financial Status 分析及評估客戶的財政狀況 M207
2.0 (2:30pm – 4:30pm)
HK$260 /
HK$520 2.0 2.0 2.0 0.0 2.0
04 Dec (Fri)
12 月 4 日 (五)
Effective Coaching Skills for
Communication 財務策劃師溝通技巧 M218
3.0 HK$540 /
HK$1080 3.0 3.0 3.0 0.0 3.0
07 Dec (Mon)
12 月 7 日 (一)
Post-Conference Master Class: Risk
Management and Corporate Value
Creation 週年會議專題講座: 風險管理與企業價值 CZ02 VENUE: HKGCC
2.5
(7:00pm – 9:30pm) HK$320 /
HK$640 2.5 2.5 0.0 0.0 2.5
07 & 14 Dec (Mon)
12 月 7 及 14 日 (一)
Asset Management and Portfolio
Analysis 資產管理和投資組合分析 RE98
6.0 HK$780 /
HK$1560 6.0 6.0 0.0 0.0 6.0
08 & 15 Dec (Tue)
12 月 8 及 15 日 (二)
Asset Allocation Concepts 資產配置基礎概念 M309
5.0 HK$650 /
HK$1300 5.0 5.0 5.0 0.0 5.0
16 Dec (Wed)
12 月 16 日 (三)
MPF Updates 強積金之最新資訊 M112
2.0 HK$260 /
HK$520 2.0 2.0 2.0 2.0 0.0
18 Dec (Fri)
12 月 18 日 (五)
Offshore Trusts and Its Application 離岸信託的認識與運用 RZ37
2.0 HK$260 /
HK$520 2.0 2.0 0.0 0.0 2.0
21 Dec (Mon)
12 月 21 日 (一)
Practices in Retirement Planning II 退休策劃實務 (二) M107
2.0 HK$260 /
HK$520 2.0 2.0 2.0 1.0 1.0
Unless otherwise specified, all classes start at 6:30 pm. Enrolment ends 7 days before the course date. 除特別聲明外,上課時間均於晚上 6:30 開始。 截止報名日期定於課程舉行日前之 7 天。
CFPCM, CERTIFIED FINANCIAL PLANNERCM and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). The Institute of Financial Planners of Hong Kong is the marks licensing authority for the CFP marks in Hong Kong and Macau, through agreement with FPSB.
CFPCM, CERTIFIED FINANCIAL PLANNERCM 和 等認證標誌,於美國以外地區由財務策劃標準制定局(FPSB)全權擁有。根據與財務策劃標準制定局(FPSB)簽訂的協議,香港財務策劃師學會是唯一在香港及澳門頒授 CFP 認證標誌的認可機構。 P. 1/13
version: 2009116
Investment Opportunities in Renewable Energy Market 再生能源的發展前景及投資價值再生能源的發展前景及投資價值再生能源的發展前景及投資價值再生能源的發展前景及投資價值 [Course Code 課程編號課程編號課程編號課程編號:ZZ24]
Content 內容內容內容內容 � Latest development and prospect of Renewable Energy � Analyze the characteristics and value of different Renewable Energy (e.g. solar
energy, wind power, automobile, etc) � Investment opportunities in Renewable Energy
� 從宏觀角度探討再生能源前景 � 研究再生能源的特點及價值
� 發掘有潛力的再生能源投資機遇
Date 日期日期日期日期 19 Nov 2009 (Thu)
2009 年 11 月 19 日 (四)
Time 時間時間時間時間 12:45 PM - 1:45 PM (1.0 hours 小時)
Speaker 講者講者講者講者 Timothy Kwai
Timothy Kwai was previously working for a Japanese Corporate Bank as Research Manager in ASEAN
countires. He was also a Programme Host for Metro Radio interviewing various politicians, consuls and
businessmen. He is the columnist of Headline, Hong Kong Economic Times, Capital Money , Quam Money
and Cup Magazine focusing on the potential of the emerging markets. He also host a radio show on
Commercial Radio called "Business Insight" talking about the international financial crisis. He published a
number of book on Middle East, Kazakhstan and Eastern Europe.
Updates on Compliance Issues 監管架構之最新發展監管架構之最新發展監管架構之最新發展監管架構之最新發展 [Course Code 課程編號課程編號課程編號課程編號:M101]
Content 內容內容內容內容 � Roles and functions of regulatory bodies
� The Insurance Authority's cooperation with local financial services regulators � Updates on Ordinances, Rules, Codes and Guidelines relevant to financial planning
industry � Regulations and ethics in the financial planning industry
Practices in Retirement Planning I 退休策劃實務退休策劃實務退休策劃實務退休策劃實務 (一一一一) [Course Code 課程編號課程編號課程編號課程編號:M106]
Content 內容內容內容內容 � Updates in retirement planning products
� Qualified retirement schemes in Hong Kong � Practices in retirement planning � Steps in retirement planning � Life Style clients want to maintain during retirement
� Life Income clients will have available to support that life style � Life Protections clients will need to sustain their lifestyle should the unforeseen
occur
� Retirement plan formulation � Risk management in retirement planning � 最新的退休策劃產品 � 香港的合資格的退休計劃
* Inclusive of an official English Myers-Briggs Type Indicator® Questionnaire
P. 7/13 version: 2009116
Post-Conference Master Class: Risk Management and Corporate Value Creation 週年會議週年會議週年會議週年會議專題專題專題專題講座講座講座講座: 風險管理與企業價值風險管理與企業價值風險管理與企業價值風險管理與企業價值 [Course Code 課程編號課程編號課程編號課程編號:CZ02]
Content 內容內容內容內容 � Enterprise risk scope and cases (Citic Pacific case sharing) � How does risk management enhance corporate value? � Risk management in practice � 企業的風險範圍及案例 (中信泰富個案分享)
� 風險管理如何提高企業價值
� 企業如何實行風險管理
Date 日期日期日期日期 07 Dec 2009 (Mon)
2009 年 12 月 7 日 (一)
Time 時間時間時間時間 7:00 PM - 9:30 PM (2.5 hours 小時)
Venue 地點地點地點地點 The Hong Kong General Chamber of Commerce Theatre
22/F United Centre, 95 Queensway, Hong Kong 香港總商會演講廳 (香港金鐘道 95 號統一中心 22 樓)
Speaker 講者講者講者講者 Dr. Michael Wong
Dr. Michael Wong is an Associate Professor of Finance of City University of Hong Kong, a founder and former
President of CTRISKS – an Asia-based credit ratings agency, and the Hong Kong Regional Director of Global
Association of Risk Professionals. He led MSc programs in Banking, Finance and Financial Engineering of
the University in 1998-2008, trained more than 4,000 risk managers and bank regulators in 1993-2009,
architected risk systems for more than 5 banks in Hong Kong, and advised more than 25 banks and
enterprises in risk management. Dr. Wong has 16-year experience in academia and consulting, plus
7-year experience in investment banking. He was granted Teaching Excellence Award and Doctoral
Practices in Retirement Planning II 退休策劃實務退休策劃實務退休策劃實務退休策劃實務 (二二二二) [Course Code 課程編號課程編號課程編號課程編號:M107]
Content 內容內容內容內容 � Use of Annuity in Retirement Planning � Types of Annuities and market trends � MPF Schemes and investment � Types of Contribution in MPF Schemes
� Quantitative analysis of retirement needs � Case studies: retirement planning for � working individuals (more than 10 years to retire)
� pre-retire individuals (less than 10 years to retire) � retired individuals � 年金於退休策劃的運用 � 不同種類的年金及市場趨勢 � 強積金計劃及投資