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Fund Series 101 Module 1 Open-Ended Fund 101: Opened-Ended Fund=Mutual Fund?

Course Code:

PE4200668

Start Date:

2026/03/31

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

CPD Programme

(This course introduction in provides Chinese contents only)

簡介

財務策劃師利用不同類形的基金為客人管理資產，但未必瞭解及明白開放式基金、封閉式基金以及對沖基金的分別。為了讓客人瞭解個中分別，財務策劃師首先必須擁有相關的知識，才能專業地解釋給客戶，讓他們清楚自己的資產分配。此系列課程旨在讓前線金融從業員瞭解上述現今在市場上所提供的三類基金的分別，從而提升財務策劃師的專業形象。

課程大綱

基金透視鏡101系列單元一開放式基金101：開放式基金=互恵基金？

Fund Series 101 Module 1 Open-Ended Fund 101: Opened-Ended Fund=Mutual Fund?

• 開放式基金的簡介

• 開放式基金的結構及工作單位

• 開放式基金的運作

• 不同類形的開放式基金：互惠基金 vs 對沖基金

• 在香港開放式基金的監管

• 開放式基金的好與壞

• 一些成功及著名的開放式基金

• 怎樣運用開放式基金作投資策劃

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

2026/03/31

Date: 31.3.2026
Time: 9:30am-12:30pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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