Know Your Customers’ Investment Psychology Module 2: Understanding Investment Psychology

Course Code:

744F2

Start Date:

To Be Advised

Hours:

2.0

Level:

Short Course

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

2836 1922

Objective (This course provides Chinese objective only)

完成課程後，學員應能
1. 了解來自內地的富裕客戶的一般財務需求;
2. 明白個別客戶的投資心理;
3. 學會如何與投資客戶共渡經濟危與機

Content (This course provides Chinese contents only)

1.心理障礙
2.客戶是逃避風險還是逃避損失的？
3.過度自信
4.害怕遺憾和自我表現
5.考慮往績
6.心算
7.具代表性和熟悉
8.信息發放和羊群心理
9.如何克服心理障礙

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: 2

MPFA Non-core CPD Hours: 2

SFC CPT Hours: 2

HKMA ECF CPD Hours 2

2025/09/08

Date: 8.9.2025
Time: 7:00pm-9:00pm
Duration:2 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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