(This course provides Chinese introduction only)
簡介
銀行及保險公司等金融機構的從業員經常需要為客戶提供財務規劃分析,本課程針對那些熱衷於管理其投資組合風險的投資者。一個眾所周知的事實是,全球央行開始逐步縮減買債規模,然後在未來開始收緊貨幣政策。高淨值客戶、金融機構和企業面臨著各種風險。他們應積極管理其投資組合風險,從而在如此動蕩的市場中避免虧損或從中獲利。讓金融機構的從業員於提供財務規劃分析時顯得更為專業。
課程大綱
風險管理系列 單元一:利率風險
Risk Management Series Module 1: Interest Rate Risk
• 風險的基本概念
• 利率風險的定義,及真實案例
• 利率風險的類型,不同商業實體的利率風險
• 衡量利率風險和銀行利率風險
• 利率風險管理示例
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 injpg, 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 via virtual 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.