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Home 高峰進修學院
Institute of Professional Education And Knowledge

Smart Personal Financial Planning Module 2: Apt Investment Planning - Achieving Sensible Goals and Avoiding Potential Minefields

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Course Code
PE4200814

Start Date: 
2027/01/13

Hours
3.0

Level
Short Course

Fee
$330

Application Form Apply Now

Email
peak@vtc.edu.hk

Enquiry: 2836 1922

    CPD Programme

Module 2: Apt Investment Planning - Achieving Sensible Goals and Avoiding Potential Minefields

1. Introduction to shares and stock trading
2. Introduction to fixed income products
3. Introduction to mutual funds & exchange-traded funds
3. Introduction to derivatives & structured products
4. Devise apt trading strategies for different circumstances
5. Case studies 

Enrollment
Please use the attached enrollment form and follow the “Notes for Applicants” in the form to apply for courses.
All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will be regarded as unsuccessful applications.

 

Deadline for Application
7 working days (Exclusive of Saturdays) prior to class commencement date.

Notification of Class Commencement
Successful applicants will be notified of the class information bythe contact method specified on the enrollment form at least 3 working days before class commencement. PEAK will not be responsible for the loss of class notification sent by mail. Please contact us if you do not receive the notification before the class commencement (Tel.: 2836 1906).

Course Fees/Receipt
For a course commencing within 7 working days at the time of enrollment, trainees are required to settle the course fee by cash.

Course fees paid are also non-refundable, except for cases of unsuccessful applications and course cancellation or rescheduling. Fees paid and places enrolled are also not transferable, and request for course swapping will not be entertained.
Trainees will sign and collect the receipt at the first lesson. Fees paid after the enrollment deadline may result in delay in receipt issuing. For those who have not collected the receipts at the first lesson, our staff will contact them for picking up / mailing arrangement. PEAK will not be responsible for any loss in mailing. Trainees will be required to pay an administrative charge of HK$100 for their request for each additional receipt copy. Please send crossed cheque payable to “Vocational Training Council” with a written application attention to “The Course Team” of the Institute. (Inquiry: 2836 1862)

 

 

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

 

 

2027/01/13 Date: 13.1.2027
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai
Apply Now
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