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The Pursuit of Excellent Wealth Management Series Module 3: Good Investment Habit Makes Perfect

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Course Code: 
PE4200693

Start Date: 
2024/05/18

Hours: 
3.0

Level: 
Short Course

Fee: 
$330

Application Form Apply Now

Email: 
peak@vtc.edu.hk

    CPD Programme

The Pursuit of Excellent Wealth Management Series

 

Module 3: Good Investment Habit makes perfect

  • Basic knowledge of Behavior Finance in investment
  • Understanding different kind of investor types
  • The true beauty of asset allocation
  • Matching investor type to different kind of asset allocation strategies
  • Effective mechanisms to rectify bad investment habits
  • Other remedies

 

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

 

 

Course CodeProgrammeLevel    
2024/05/18Date: 18.5.2024
Time: 2:30pm - 5:30pm
Duration: 3 hours
Venue: 9/F, VTC Tower, 27 Wood Road, WanChai
 Apply Now
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