Know Your Customers’ Investment Psychology Module 3: Getting through Economic Ups & Downs with Customers

Course Code:

745F2

Start Date:

To Be Advised

Hours:

3.0

Level:

Short Course

Application Form

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.如何避免心理陷阱？
2.如何捕捉時晴時雨的投資機會呢？
3.不同投資策略的歷史表現
4.如何挑選價值股？
5.如何生存在極端的市場形勢下？
6.現金流規劃
7.貨幣的時間值
8.如何建立多元化投資組合，平衡質和量？
9.資產分配策略

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

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Know Your Customers’ Investment Psychology Module 3: Getting through Economic Ups & Downs with Customers