PDI - Financial Planning

Course Code

784I2

Start Date:

To Be Advised

Hours

30.0

Level

Module Certificate

Fee

$4,120

Application Form

Email

arvinlau@vtc.edu.hk

Enquiry:

Mr. John Tsang (Programme Director)
Tel: 2836 1863
Email: johntsang@vtc.edu.hk Mr. Arvin Lau (Programme Secretary)
Tel: 2919 1429
Email: arvinlau@vtc.edu.hk Fax: 2891 5707

Learning Outcomes

On completion of the module, students are expected to be able to:

outline and assess the principal factors involved in the fact-finding of client data, according to their different aims, prioritising objectives, financial status and risk profile including various life circumstances and events;
formulate holistic financial plans and make recommendations of options to client scenarios based on financial services and products available and different future assumptions; and
review and provide corresponding suggestions for financial plans of client scenarios to accommodate changed circumstances and revised needs.

Learning Contents

Tax planning

Marriage, family, divorce
Personal tax planning
Estate planning
Trust tax planning

Retirement planning

Pre-retirement planning for employees, self-employed and directors
Pension options on retirement
MPF
Annuity, retirement products provided by the Hong Kong Mortgage Corporation Ltd

Financial protection in the event of disability, ill health or death

Financing long-term care and protection in the event of disability and ill health
Financial protection for a family in the event of premature death
Business protection for partners and directors in the event of death and disability

Savings and investments

Construction of savings and investment portfolios
Domestic propertypurchase
Asset and Wealth Management

Client analysis

Client information
Quantitative and qualitative data
Client’s investment risk attitude/opinion
Client’s existing financial arrangements
Client’s priorities and needs

Financial planning solutions and recommendations

Assessing a client’s needs
Client’s taxation liability
Formulating a plan
Financial planning solutions and recommendations
Consulting with other professionals
Ethical/compliance issues
Client’s existing arrangements
Presentation of data
Report writing

Reviewing clients’ financial position

Periodic review of client's financial position
Review strategy
Key review periods
Existing financial solutions
Changes to client's circumstances
Reviewing a client's position

Entry Requirements:

Five HKDSE subjects at Level 2 or above, including English and Chinese Languages with 2 or more years relevant full-time work experience; or
Five HKCEE subjects at Grade E/Level 2 or above, including English* and Chinese Languages with 3 or more years relevant full-time work experience; or
Completion of a QF Level 3 programme that is deemed acceptable to the respective Programme Committee; or
Relevant Recognition of Prior Learning (RPL) qualification(s) at QF Level 3 or above AND a pass in an admission interview; or
Other relevant verifiable prior learning and/or work experience that is/are deemed appropriate by respective Programme Committee AND a pass in an admission interview.

[* Applicants who took HKCEE English Language in 2006 or before should have attained Grade E or above (Syllabus B) / Grade C or above (Syllabus A)]

[Entry requirements for mature applicants are: Aged 23 years old or above with at least 2 years of relevant full-time work experience subject to a satisfactory admission interview.]

Continuing Education Fund

The modules of “Professional Diploma in Insurance” (PDI) have been included in the list of reimbursable courses for Continuing Education Fund (CEF) purposes (https://www.wfsfaa.gov.hk/cef). The mother course “Professional Diploma in Insurance” of the modules is recognised under the Qualifications Framework (QF Level 4).

For the modules commenced on or before 31 March 2022 (the 1^st module should be commenced on or before the date), CEF claimants would be eligible for fee reimbursement upon their successful completion of any 4 modules selected from PDI (CEF Course Code: 33F11053A), with the fulfilment of both the minimum attendance requirement of 70% AND passing each of the 4 modules at 50% or above.

For the modules commenced on or after 16 August 2022, CEF claimants would be eligible for fee reimbursement upon their successful completion of any one module selected from PDI with the following CEF course codes, with the fulfilment of both the minimum attendance requirement of 70% AND passing the module at 50% or above.

CEF course code

(for the modules commenced after 16 August 2022)

CEF Course Title in English

(for the modules commenced after 16 August 2022)

33Z139271

Financial Planning (Module from Professional Diploma in Insurance)

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