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Institute of Professional Education And Knowledge

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

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Course Code
PE4201025

Start Date: 
To Be Advised

Hours
3.0

Level
Short Course

Application Form

Email
peak@vtc.edu.hk

Enquiry: 2836 1922

    CPD Programme

(This course provides Chinese introduction only)

Content

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,將退休計劃與個人財務聯繫起來。

1. 退休計劃的重要性

2. 成功退休的原則

3. 退休計劃的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. 將退休計劃與個人財務聯繫起來

8. 為退休成功做出關鍵決策

 

Enrollment

  • Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
  • Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.

        * File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.

  • All places are allocated on a first-come-first-served basis. Incomplete formsand forms received without payment will not be processed.

 

Notification of Class Commencement

Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement.  Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1892 if you do not receive the notification and/or login information 3 working days## before the class commencement.

## Working days (exclusive of Saturdays, Sundays and Public Holidays)

 

Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.

Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.

 

Certificate

Students who have participated in PEAK’s CPD short courses via virtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.

 

Note: Only electronic form of Certificate (“e-Certificate”) will be provided for virtual CPD short courses that commence on or after 1 May 2026. For enquiries, please call 2836 1922.

 

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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