The Pursuit of Excellent Wealth Management Series Module 3: Good Investment Habit Makes Perfect

The Pursuit of Excellent Wealth Management Series

Module 3: Good Investment Habit makes perfect

• Basic knowledge of Behavior Finance in investment
• Understanding different kind of investor types
• The true beauty of asset allocation
• Matching investor type to different kind of asset allocation strategies
• Effective mechanisms to rectify bad investment habits
• Other remedies

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