(This course provides Chinese introduction only)
金融創新：重新定義金融科技 單元三：財富科技 － 開啟財富管理業新篇章
Finnovation: Redefining Fintech Module 3: WealthTech – Opening a New Chapter for Wealth Management Industry
財富科技結合了科技創新和財富管理服務，提供更智慧、個性化的財富管理解決方案。財富科技改變了投資組合管理、財務規劃和風險評估的方式，提高了投資回報並降低了風險。同時，它也提供了更方便的數字化交易平台和投資工具，使投資者能夠更輕鬆地掌握和管理自己的財富。財富科技的應用促進了財富管理行業的創新和進步，為投資者提供了更多的選擇和便利。
1. 財富科技概況
2. 財富管理業數位轉型
3. 用人工智能重塑財富管理業
4. 在財富管理業中利用區塊鏈
5. 釋放雲端在財富管理業的潛力
6. 探索財富管理業的大數據分析
7. 客戶體驗與財富管理科技
8. 財富管理科技的未來趨勢與創新
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 by the 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)
