Smart Retiring : Insurance and Financial Planning for Retirement Module 2: "Financial Independence, Retire Early" (FIRE) - Path to Financial Freedom

Course Code

PE4201025

Start Date:

To Be Advised

Hours

3.0

Level

Short Course

Application Form

Email

peak@vtc.edu.hk

Enquiry: 28361922

(This course introduction in provides Chinese contents only)

在通往財務自由的道路中，這課程將教你如何制定預算、為緊急情況存錢、花在你今天看重的東西上，以及如何投資以確保你為未來做好準備。投資是一種心態，可以通過重塑我們看待儲蓄的方式來學習，將退休計畫與個人財務聯繫起來。

1. 退休計畫的重要性

2. 成功退休的原則

3. 退休計畫的3S（儲蓄、轉移和支出）方法

4. 退休規劃的關鍵步驟

5. 保持購買力，慢慢花掉退休儲蓄

6. 長者的財富管理

7. 將退休計畫與個人財務聯繫起來

8. 為退休成功做出關鍵決策

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

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