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