Objective
The course aims to provide an overview of the latest investment products offered by financial institutions in Hong Kong so as to equip the participants with a solid foundation in investment concepts and tools.
Content
Module 8: Funds selection for your customers單元八：為客戶揀選基金組合(4 hours)
1. Introduction of different types of fund and its features
2. How to read and interpret the key elements of Fund Factsheets
3. How to select the most suitable funds for your customer 's portfolio
4. Asset re-allocation and Re-balancing strategies to enhance your client's investment portfolio
