Know your Customers' Investment Psychology Module 4: The Psychology of Asset Allocation & Finance Planning

Course Code:

PE4200205

Start Date:

2026/03/21

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

Tel:28361922

目標 (This course provides Chinese objective only)

本課程為理財業人士介紹如何將行為金融學及投資者行為，實際應用在理財策劃上。完成課程後，學員應能明白

• 傳統財務規劃的做法和不足之處

• 行為金融學在理財策劃、資產配置和產品建議中的理論發展和應用

對象

• 從事金融業，尤其需要為客戶提供理財規劃建議，或對理財規劃有興趣的人士

內容(This course provides Chinese contents only)

• 資產配置和效率前緣：日常的操作系統欠缺了甚麼？

• 行為金融學用於理財規劃：更瞭解你的客戶和嬴取信任

﹣ 心理賬戶和投資者的需求層次

﹣ 行為投資組合理論、SP/A理論與理財策劃

﹣ 心理需要、資產配置與買賣策略

• 理財新領域：金融療程簡介 ﹣以行為金融學發展擴濶客戶層

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

2026/03/21

Date: 21.3.2026
Time: 9:30am-12:30pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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