The Pursuit of Excellent Wealth Management Series Module 1: How Good is an Investment Fund Sales Team

Course Code:

PE4200691

Start Date:

2025/10/20

Hours:

3.0

Level:

Short Course

Fee:

$330

Application Form Apply Now

Email:

peak@vtc.edu.hk

Enquiry:

28361922

(This course introduction in provides Chinese contents only)

卓越財富管理系列

單元一：成為出色的基金銷售人員

The Pursuit of Excellent Wealth Management Series

Module 1: How Good is an Investment Fund

Sales Team

• 做好跟客人會面前的準備

• 一般人的誤解及市場常規

• 整個銷售基金的流程

• 那些資料給客戶最重要

• 基金的比較及選擇

• 處理各類型異議

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

2025/10/20

Date: 20.10.2025
Time: 7:00pm-10:00pm
Duration:3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai

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