(This course provides Chinese introduction only)
目標
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
Enrollment
- Enrollment of virtual CPD programmes can only be made through VTC’s Continuing & Professional Education website (https://cpe.vtc.edu.hk/en). The programme fees must be paid online by Credit Card (Visa / Master). Only enrollment with completed information and payment will be processed.
- Applicants should upload* a copy of your Hong Kong Identity (HKID) Card / Passport / Travel Document, or valid visa / entry permit for study issued by the Immigration Department of the Hong Kong Special Administrative Region (HKSAR) during the enrollment process for identity verification purpose. The uploaded image should only show your full name in both English and Chinese with your photo. Other personal information must be covered.
* File size shall be less than 4 MB. File format shall be in jpg, jpeg, pdf or png.
- All places are allocated on a first-come-first-served basis. Incomplete forms and forms received without payment will not be processed.
Notification of Class Commencement
Successful applicants will be notified of the class confirmation and relevant information by email at least 7 working days## before class commencement. Login information including Meeting ID and Passcode, and Student Login ID will be sent to students by email 3 working days## before class commencement. Please contact us at 2836 1906 if you do not receive the notification and/or login information 3 working days## before the class commencement.
## Working days (exclusive of Saturdays, Sundays and Public Holidays)
Applicants should ensure their digital devices be equipped with a video camera and connected to a stable network before enrolling the virtual CPD Programme.
Students are required to show themselves in front of the camera throughout the lesson, otherwise the CPD / CPT hours will be deducted.
Certificate
Students who have participated in PEAK’s CPD short courses viavirtual classrooms and achieved an attendance rate of 80% or higher may download their certificates from PEAK’s website (www.peak.edu.hk) starting from the 6th working day upon completion of the respective courses. The certificates shall be downloaded within three months from the date of course completion.
Please note that students should choose to download their certificates from our website or have their certificates sent by ordinary post during the online application process. Once students have chosen the mail delivery option, they will not be able to download their certificates via online means. The certificates will be sent to their registered local correspondence address within 14 working days from the date of course completion. PEAK will not be responsible for any loss in mailing.
